In early 2021, a handful of out-of-favor stocks, including GameStop and AMC Entertainment, suddenly skyrocketed in price, defying all traditional valuation logic and heralding the rise of the “meme stock” phenomenon. A meme stock is a company whose shares jump sharply due to viral attention and enthusiastic online followings rather… Read More
The below article was published on February 18, 2025. In today’s rapidly changing economic and political environment, some of the events and examples are now outdated. However, since publishing this article, Louis recently reiterated his high-level view that Trump’s three market priorities seem to be: lower bond yields, lower energy… Read More
The past week has been a tale of dueling narratives: Artificial Intelligence (AI) versus everything else. While the broader investment community grapples with whiplash from Trump’s latest trade war, DOGE’s cost cutting efforts, persistently high prices, and geopolitical tensions following an Oval Office showdown, the fortunes of several privately held… Read More
Each year, the investment community eagerly awaits Warren Buffett’s annual letter, an industry staple brimming with both worldly and investment wisdom. Since 1964, Berkshire Hathaway has delivered an astounding overall gain of 5,502,284% to investors. In comparison, the S&P 500, including dividends, has returned 39,054% over the same period. If… Read More
In a recent interview, Steve Bannon, former adviser to Donald Trump, explained that the president’s strategy is to make every day a “day of thunder.” Essentially Trump is betting that the media is able to focus only on one thing at a time. If the administration comes out with 100… Read More
Changes in the political landscape can play a varying role in our decision-making when it comes to investing in our client’s assets. Donald Trump’s return to the Presidency is, if nothing else, unprecedented. Grover Cleveland, who was the nation’s 22nd and 24th president was the only other president in history… Read More
Investors started the week grappling with a significant shift in the Artificial Intelligence (AI) landscape. The unveiling of DeepSeek’s R1 model triggered a sharp market reaction, shaking confidence in companies that have benefited from AI-driven tailwinds in recent years. Nvidia bore the brunt of the fallout, losing a record $589… Read More
Note: This article was published in November, and some of its content may be slightly outdated as it reflects the context and developments at that time. For investors, the arrival of any new US administration delivers the challenge of figuring out which campaign promises will end up as policy, and… Read More
The Initial Public Offering (IPO) market is important for investors to monitor because it’s the bridge that connects private and public markets. Without a healthy flow between these two markets, private market investors often have less liquidity to reinvest into the innovation ecosystem. Conversely, public market investors may miss out… Read More
In a thought-provoking interview with David Lin, financial strategists Jeff Dicks and David Hay, Evergreen’s Co-CIO’s, tackle some of the most pressing issues in the global economy. The discussion covers the bond market’s trajectory, inflationary trends, Federal Reserve policies, and the strength of the U.S. dollar. They also delve into… Read More
