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“If Trump wins, I’m leaving the country. If Hillary wins, I’m leaving the country. This is not a political post; I just want to travel.”
-ANONYMOUS

INTRODUCTION

Stop the presses! Writing a weekly newsletter is an interesting exercise in time-management,

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“When the capital development of a country becomes a by-product of the activities of a casino, the job is likely to be ill-done.”
-JOHN MAYNARD KEYNES referring to market bubbles.

INTRODUCTION

Vertigo isn’t just a Hitchcock movie. Is your head spinning?

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“Whenever you find yourself on the side of the majority, it is time to pause and reflect.”
-Mark Twain

INTRODUCTION

Last week’s EVA gave readers a healthy dose of Charles Gave. In this edition, we are highlighting some recent insights from his son,

This week, we are highlighting some recent insights from Gavekal founder Louis Gave. Below is a brief summary of his piece “The Challenge for Equity Markets.”

-Unsettling news—from a potential UK departure out of the European Union, to on-going terrorist attacks in the US, and America’s bizarre presidential race—is pressuring stocks.

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“When a measure becomes a target, it ceases to be a good measure.”
-GOODHART’S LAW

INTRODUCTION

This week’s EVA is our once-a-month sharing of commentaries from our partners at Gavekal Research. As you will see, this is a “two-fer”: the first written by Gavekal’s founder,