When we published the first edition of The Sprint to 5G last March, we made the case that evolutions in the telecom industry typically take place once a decade and that the 2020s will be an era defined by the rollout and adoption of 5G.
Below are Evergreen Gavekal’s Likes/Dislikes for February 21, 2020.
Below are Evergreen Gavekal’s Likes/Dislikes for February 14, 2020.
Do you want to know when the longest bull market in history will end? Dumb question, right? I mean who doesn’t? Certainly, all those aging Baby Boomers with most of their net worth now in the stock market might have more than a passing curiosity about the great bull’s sell-by date.
One of the most poignant global pandemics in recent memory has been the unexpected outbreak of the coronavirus in China’s Hubei province. The spread and impact of the disease even changed this week’s plan to release the next edition of Bubble 3.0, instead favoring some pertinent commentary from Gavekal’s Arthur Kroeber on the “Wuhan Flu”.
