Previous Posts

Is It Gold’s Turn to Shine?

/ June 4, 2021

For several years, Evergreen’s weekly publication of Likes/Dislikes has maintained gold and gold-mining stocks in our “Likes” category. However, despite our long-term conviction, at times we have conceded that the asset class looked overextended and, thus, advised some profit taking and rebalancing.

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To Be, Or Not To Be, Transitory

/ May 28, 2021

Well, that was quick! Back on October 30th of last year, which also happened to be my 65th birthday, we put out a typically against-the-grain EVA on a topic that was very much back page news at the time: inflation. Fast forward to last week and here is the cover of that edition of Barron’s.

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Bond King Talks Inflation, Fed, Crypto, Taxes, and More

/ May 28, 2021

Jeffrey Gundlach, who was dubbed the “King of Bonds” in a February 2011 Barron’s cover story, is an American investor and founder of $85 billion asset manager DoubleLine. This week, we are presenting an interview between Yahoo Finance’s Julia LaRoche and Jeffrey Gundlach where the two discuss many of today’s hot topics.

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