Below are Evergreen Gavekal’s Likes/Dislikes for April 3, 2020.
The fact of the matter is that the last half-dozen years have been exceedingly difficult for investors who like to buy assets, such as stocks, on sale. Instead, since at least 2014, it’s been a case of the US equity market jaggedly marching to higher and higher levels.
Below are Evergreen Gavekal’s Likes/Dislikes for March 20, 2020.
Frankly, I had written a much different EVA for this week but as conditions have devolved at breathtaking speed, I’ve been encouraged by my team members to shift the tone. It is a good suggestion but I’m doing a big re-write on the fly so my apologies in advance for any roughness.
Below are Evergreen Gavekal’s Likes/Dislikes for March 13, 2020.