Recent Articles
A Question To Challenge The Deflationary Mindset
The rise in US treasury yields this year initially caused the usual casualties: the yen, won, euro, and British pound.…
Quarterly Market Update – April 2024
This week’s newsletter features a presentation by Evergreen’s Co-Chief Investment Officer, Jeff Dicks. He reflects on the first quarter of…
What The Fed Did Next
So far this year, we have seen US inflation repeatedly beat expectations, US gasoline prices creep higher, gold break out…
Tech Giants Bet on the Next Growth Frontier
India’s economic trajectory has been nothing short of extraordinary, with tailwinds propelling its growth story forward at an unprecedented rate.…
Think Ahead: The 2024 Horizon
There are many professional economists who can tell you what is on the horizon for 2024. In this episode of…
3 Key Takeaways from Warren Buffett’s Annual Letter
Warren Buffett’s annual letter to shareholders gets a lot of fanfare – and for good reason. Since taking control of…
Good Story Versus Bad Valuations
In the run-up to Nvidia’s earnings release late Wednesday, there was a palpable concern in the market that the AI…
Do Music Royalties Offer a Compelling Alternative Investment Opportunity?
Over a decade ago, I founded an early-stage, venture-backed company in the music technology space. At the time, the music…
An Unusual Friday
By: Louis-Vincent Gave Friday was a most unusual day in markets for a number of reasons: • The US payroll…
Can AI Enthusiasm Carry Big Tech Through Earnings Season?
Navigating the unfolding narrative of the tech industry this week is akin to a captivating blockbuster with unexpected twists. Heading…
2023: A Year in Review
Even if I told you the future, you wouldn’t believe it! Investors are constantly trying to read the economic tea…
Quarterly Market Update – January 2024
This week’s newsletter features a presentation by Evergreen’s Co-Chief Investment Officer, Jeff Dicks. He reflects on the final quarter of…