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Schrodinger’s Market, Cognitive Dissonance, and Hyperinflation

By Vincent Deluard January 22, 2021 Evergreen Virtual Advisor - Guest

Lewis Carrol’s tale summarizes the intuition behind the paradox of quantum superposition: in Schrödinger’s famous thought experiment, a cat can be both alive and dead at the same time. Schrödinger’s twisted logic was surely required to make sense of a week during which a mob stormed the U.S. capitol and stock prices broke multiple records.

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Likes/Dislikes – January 22, 2021

By David Hay January 22, 2021 Evergreen Allocator

Below are Evergreen Gavekal’s Likes/Dislikes for January 22, 2021.

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Likes/Dislikes – January 15, 2021

By David Hay January 15, 2021 Evergreen Allocator

Below are Evergreen Gavekal’s Likes/Dislikes for January 15, 2021.

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Chasing Unicorns: IPOs to Watch in 2021

By Michael Johnston January 15, 2021 Evergreen Virtual Advisor

Over the past two years, we have penned two separate letters highlighting some of the most high-profile Initial Public Offerings (IPOs) to hit markets. During that time, many of the companies we’ve discussed have had blockbuster performances, turning from promising unicorns, to high-flying publicly traded companies and ascending well beyond their list price over a very short period of time.

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Likes/Dislikes – January 8, 2021

By David Hay January 8, 2021 Evergreen Allocator

Below are Evergreen Gavekal’s Likes/Dislikes for January 8, 2021.

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  • Schrodinger’s Market, Cognitive Dissonance, and Hyperinflation
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  • Likes/Dislikes – January 8, 2021

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