Recent Articles
Chasing Unicorns: IPOs to Watch in 2019
The unicorn, a mythological creature first depicted in the Bronze Age, has taken many forms in many cultures over many…
Likes/Dislikes – May 3, 2019
Evergreen Gavekal's Likes/Dislikes for May 3, 2019.
Likes/Dislikes – April 26, 2019
Evergreen Gavekal's Likes/Dislikes for April 26, 2019.
Not Modern, Not About Money, And Not Really Much Of A Theory
It’s hard to believe that as recently as February, when I first brought up the concept of a new economic…
MMT Can Kill Secular Stagnation
Say what? It’s my suspicion that many, if not most, EVA readers have heard the term secular stagnation without quite…
Bubble 3.0: Can an Acronym Save the World? (Part II)
One of the predictions from last week’s EVA on the economic concept that is suddenly dominating America’s financial discourse—Modern Monetary…
Bubble 3.0: Can an Acronym Save the World? (Part I)
At the beginning of 2018, we initiated a new EVA series titled “Bubble 3.0” with excerpts from David Hay’s upcoming…
Evergreen Exchange with Louis Gave (Episode 1)
Evergreen Exchange's pilot episode focuses on Gavekal partner Louis Gave, as CEO Tyler Hay sits down with him to discuss…
A Rare Divergence: Economic Data vs. Financial Markets – Where Do We Go Next?
Financial markets have been breathtakingly strong so far in 2019. In fact, it’s been the best start for the US…
Keynes is Dead; This is the Long Run
John Maynard Keynes, an English economist and author, has been held in high esteem for several decades thanks to his…
The Sprint to 5G
Evolutions in telecom are like clockwork: once a decade something extremely important happens. In the 1980s, the first nationwide mobile…
A Future for Value Investing
Over the last decade, many investment professionals have been tested by two simultaneously occurring phenomena: the rise of passive investing…