Likes/Dislikes – April 3, 2020
David Hay / April 3, 2020Below are Evergreen Gavekal’s Likes/Dislikes for April 3, 2020.
Read MoreBelow are Evergreen Gavekal’s Likes/Dislikes for April 3, 2020.
Read MoreBelow are Evergreen Gavekal’s Likes/Dislikes for March 27, 2020.
Read MoreThe 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.
Read MoreBelow are Evergreen Gavekal’s Likes/Dislikes for March 20, 2020.
Read MoreFrankly, 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.
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