David Hay, Author at Evergreen Gavekal

Likes/Dislikes – April 30th, 2021

David Hay / April 30, 2021

Below are Evergreen Gavekal’s Likes/Dislikes for April 30, 2021.

Bitcon No More

David Hay /

Regular readers of the Evergreen Virtual Advisors (EVAs) written by me have probably noticed that I’ve been unusually silent on Bitcoin and the other cryptos for a very long time. In fact, I can’t recall the last time I’ve made any comments; however, I do vividly remember when I should have.

Likes/Dislikes – April 23rd, 2021

David Hay / April 23, 2021

Below are Evergreen Gavekal’s Likes/Dislikes for April 23, 2021.

Bracing for the Hangover

David Hay / April 16, 2021

It’s not often that we don’t run a relevant quote in at the beginning of an Evergreen Virtual Advisor (EVA). However, there are enough gems in this week’s Guest edition to obviate the need. The lead soundbite is by one of the people I most admire in the investment ecosystem, Howard Marks.

Likes/Dislikes – April 16th, 2021

David Hay /

Below are Evergreen Gavekal’s Likes/Dislikes for April 16, 2021.