Recent Articles
Live by the trend, die by the trend
“To me, being prepared means being suspicious of trends that common sense tells us cannot last forever and yet have…
Weekly Insights
To subscribe to Insights, email jliu@evergreengavekal.com; Note: all returns represent total return including dividends; YTD Market Style Returns are based on…
The XI Jinping Put
“Revive the A shares, benefit the people; revive the A shares, benefit the people.” – A required chant from last…
Weekly Insights
To subscribe to Insights, email jliu@evergreengavekal.com; Note: all returns represent total return including dividends; YTD Market Style Returns are based on…
Calm Before the Volatility Storm?
“Never think that lack of variability is stability. Don’t confuse lack of volatility with stability, ever.” – Nassim Nicholas Taleb…
Slight Positive Revision to Q1 GDP
Slight positive revision to Q1 GDP, which is still negative at -0.2%, but an improvement from -0.7%. Current expectations are…
Durable Orders Disappoint
Weak release today for durable goods orders in May (April revised downward as well). This was released right after data…
Weekly Insights
To subscribe to Insights, email jliu@evergreengavekal.com; Note: all returns represent total return including dividends; YTD Market Style Returns are based…