This week, tune in as Jeff Dicks, Evergreen’s Co-Chief Investment Officer, provides a thorough analysis of the markets through 43 detailed charts. He explores vital economic indicators, including employment rates, wage trends, and retail sales. Wealth Advisor Kaeli Creed contributes her insightful commentary to enhance the discussion of essential themes… Read More
This week’s newsletter features a presentation by Evergreen’s Co-Chief Investment Officer, Jeff Dicks. He reflects on the third quarter of 2024 and reviews the investment committee’s market outlook in 34 charts. In addition to these insights, Jeff also discusses key themes to pay attention to for the remainder year. Read More
In this edition of Evergreen Chartbook, we will examine both sides of the debate surrounding whether the US is headed towards a recession. These charts will highlight how conflicting many of the data points are, and help explain why the Fed’s Tod Barkin described this as “the most predicted potential… Read More
In this edition of the Evergreen Chartbook, we will review the top charts that investors should track in 2023. We’ll also look at the potential path of interest rates, inflation, and our outlook for the Federal Reserve’s monetary policy. Lastly, we will go over some key visuals that impact stocks,… Read More
In this edition of Evergreen Chartbook, we dive into the Fed’s aggressive tightening campaign that has been both the sharpest and fastest on record. We’ll then take a close look at how these actions have inflicted significant carnage on the financial markets. While there’s no doubt there’s been massive collateral… Read More
For early-stage growth companies, capital is the lifeblood that enables a company to meet its product and commercial milestones. Meeting these milestones are essential for unlocking additional capital and continuing to fuel growth. While this capital can come from various sources, Venture Capital (VC) is the most common source for… Read More
In this edition of Evergreen Chartbook, we dive into the driving force behind the recent rally in financial markets and our outlook for the rest of the year. Near-term, we remain cautious since this sharp uptick we’ve seen of late is happening alongside deteriorating economic data. On a longer-term basis,… Read More
In this edition of Evergreen Chartbook, we will discuss the current state of the economy, markets, and our general outlook. Read More
