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U.S. Equities In A Changed Macro Environment

By Will Denyer March 12, 2021 Gavekal

“US tech stocks have been hit hard, as attention focuses on the underlying quality of themes like the migration to electric vehicles. Yet this shakeup is also happening against the backdrop of a fast-changing investment environment due to a strengthening US growth outlook, rising inflationary pressure and an unnerved bond market which is driving yields higher.

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Bitcoin, Gold, Or Fiat?

By Will Denyer February 19, 2021 Gavekal

One of the early stories of 2021 has been the rapid ascent of bitcoin into the mainstream. Most notably, Tesla reported that it had purchased $1.5 billion worth of the cryptocurrency in January, with plans to accept it as a form of payment in the not-too-distant future.

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The Senate Upheaval

By Will Denyer January 8, 2021 Gavekal

The U.S. political scene took center stage this week as many American’s sat stunned as we witnessed unbelievable footage of the riot on Capitol Hill. Yet, nearly as surprising was the reaction of the stock market, which rose 1.1% on Wednesday and another 1.48% on Thursday, despite the chaos that erupted during Wednesday’s Congressional electoral college vote.

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Four Exaggerated Concerns

By Will Denyer October 9, 2020 Gavekal

Keep Calm and Carry On was a motto developed by the British government in 1939 in preparation for World War II. The mantra was posterized to raise the morale of the British public, who faced mass air attacks on major cities.

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Bye-bye Buy-backs?

By Will Denyer January 6, 2017 Gavekal

Bye-bye buy-backs? First of all, Happy 2017 to all our EVA readers! Hopefully, the coming year will provide an opportunity for those few remaining contrarians out there—amongst a swelling throng of passive investors—to generate respectable profits and nail down some attractive yields. It’s also my hope that what I’m going to convey next won’t severely undercut the happy New Year sentiments I’ve just expressed.

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