When we published the first edition of The Sprint to 5G last March, we made the case that evolutions in the telecom industry typically take place once a decade and that the 2020s will be an era defined by the rollout and adoption of 5G.

Do you want to know when the longest bull market in history will end? Dumb question, right? I mean who doesn’t? Certainly, all those aging Baby Boomers with most of their net worth now in the stock market might have more than a passing curiosity about the great bull’s sell-by date.

Below are Evergreen Gavekal’s Likes/Dislikes for January 31, 2020.

Last week, we kicked-off the first edition of a two-part series where our investment team looked back on 2019 and forward to 2020. This week, Jeff Eulberg (Director of Wealth Management), Jeff Dicks (Director of Portfolio Management), David Hay (Chief Investment Officer), Tyler Hay (Chief Executive Officer), and Mark Nicoletti (Managing Director, Family Office) continue to reflect on last year, while forecasting what may lay ahead for the rest of this year.

The Evergreen Virtual Advisor is over 10,000 subscribers strong, up from just 500 readers towards the beginning of the last decade. Roughly 10% of subscribers are clients, leaving us with the sometimes-difficult task of writing to two distinct audiences.