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Towards More of The Same?

By Louis-Vincent Gave July 3, 2020 Gavekal

After a cataclysmic hiccup in March, markets rebounded with a vengeance in the second quarter of 2020. In fact, the Dow closed out its best quarter since 1987 on Tuesday, while the S&P and Nasdaq had their best quarters since the late-1990s.

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As the World Reopens

By Louis-Vincent Gave June 12, 2020 Gavekal

This week, we are presenting an article from Evergreen Gavekal’s partner, Louis-Vincent Gave, on what’s in store for markets as the world reopens.

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Who Will Win The War On Covid-19?

By Louis-Vincent Gave April 3, 2020 Gavekal

At the beginning of the year, it seemed almost unfathomable to those in the West that the world would change as drastically as it did at the end of the first quarter.

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Four Baskets For Four Quadrants

By Louis-Vincent Gave March 27, 2020 Gavekal

At the end of last week, David Hay outlined his case that the Fed should – and would – buy enormous amounts of corporate bonds and that the US Treasury might resurrect TARP (also known as the Troubled Asset Relief Program) to stabilize the economy. Evidently Fed-head Jerome Powell is a close follower of Evergreen’s newsletter!

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Gold Beyond the Iran Crisis

By Louis-Vincent Gave January 10, 2020 Evergreen Virtual Advisor

When we published our letter on hard assets in late-December, there was no way of knowing what geo-political events would unfold only a week later. But, when the US attacked one of Iran’s most beloved and decorated generals on January 3rd, shockwaves reverberated around the globe, stoking fears of further conflict in the Middle East.

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