Returning back to the question that opened last week’s EVA, why, for nearly 40 years, was I almost always bullish to very bullish on bonds? The cut-to-the-chase reason was that interest rates were largely positive even after inflation for most of that timeframe.
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Below are Evergreen Gavekal’s Likes/Dislikes for September 10th, 2021.
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Bubbles now get tremendous amounts of press. Their counterparts, however, don’t. In my 42 years of financial market experience, anti-bubbles are where immense amount of wealth are made and bubbles are where they are lost.
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Below are Evergreen Gavekal’s Likes/Dislikes for September 3rd, 2021.
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Below are Evergreen Gavekal’s Likes/Dislikes for August 27th, 2021.
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