Evergreen Gavekal

  • Family Office
  • Blog
  • Who We Are
  • Team
  • Login

Our survey helps align potential clients with our firm’s philosophy.

Take Survey

Refer a friend to read EVA and earn rewards!

Register Login

Around the World in Eighteen Minutes

By Charles Gave April 28, 2017 Gavekal

Around the world in eighty days eighteen minutes. For all the non-bibliophiles reading this week’s EVA, Around the World in Eighty Days is a classic novel written by French author Jules Verne. While the book is fictional, it has inspired several real-life adventurers to follow in protagonist Phileas Fogg’s footsteps and circumnavigate the world in 80 (or less) days.

Share
Tweet
Share
5 Shares
read more

Health Care Reform, The Profit Illusion, and Hedges in a Bull Market

By Charles Gave March 31, 2017 Gavekal

The sampler. This week’s edition of the Evergreen Virtual Advisor is a trilogy of recent short articles by three of my favorite thinkers at our partner firm Gavekal. The first is a timely essay by Tan Kai Xian (fortunately he is kind enough to let us refer to him as KX!). As you will soon read, he reflects on last week’s embarrassing flame-out of Obamacare reform and discusses the potential implications for tax reform.

Share
Tweet
Share
0 Shares
read more

Strange Bedfellows: Angry Voters and Market Highs

By Anatole Kaletsky March 3, 2017 Gavekal

Strange bedfellows: angry voters and market highs. It might seem odd, in the midst of the rampant bullishness engulfing markets since the election—and further stoked by Pres. Trump’s enthusiastically received congressional speech this week—to bring up the topic of social malaise. However, since Evergreen investment team members are congenital contrarians, we will do exactly that in this issue of the Gavekal EVA.

Share
Tweet
Share
0 Shares
read more

Upsetting the Dollar Cart?

By Charles Gave February 3, 2017 Gavekal

Upsetting the dollar cart? The year 1971 has been on my mind a lot this week. On a personal note, my wife and I have been staying at one of Arizona’s oldest and most charming resorts, the Wigwam, right outside Phoenix. It was established in 1927 by the Goodyear (as in tires) family on a “mere” 17,000 acres. Upon arrival in those days, guests were given a key—and a horse! Even on horseback, it must have taken weeks to see the entire spread.

Share
Tweet
Share
0 Shares
read more

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.

Share
Tweet
Share
0 Shares
read more

Pages:

« 1 … 8 9 10 11 12 13 »

Join Over 10,000 Readers. Sign-up For Our E-letter.

Search

Recent Posts

  • Likes/Dislikes – February 26, 2021
  • The Only Thing We Have to Fear is the Lack of Fear Itself
  • Bitcoin, Gold, Or Fiat?
  • Likes/Dislikes – February 19, 2021
  • Likes/Dislikes – February 12, 2021

Category

  • Advice (8)
  • Chartbook (20)
  • Evergreen Allocator (95)
  • Evergreen Exchange (7)
  • Evergreen Virtual Advisor (181)
  • Evergreen Virtual Advisor – Guest (56)
  • Evervestment (1)
  • Gavekal (61)
  • News (10)
  • Tax (2)
  • Uncategorized (257)

Tags

AOC bernie bonds bubble business cantillon Chartbook data decision Donald economic economy Evergreen Exchange Fed france Gold growth Inflation innovation ipo Japan Keynes Louis Gave markets MMT modern Modern Monetary Theory monetary money NASDAQ Podcast populist Powell reagan Reserve S&P sanders secular service stagnation support Tech theory Trump Tyler Hay
  • Twitter

425.467.4600
info@evergreengavekal

Evergreen Gavekal © 2021 All Rights Reserved
| Site Design by Austin Web and Design
  • FAMILY OFFICE
  • BLOG
  • WHO WE ARE
  • TEAM
  • CONTACT

We are using cookies to give you the best experience on our website.

You can find out more about which cookies we are using or switch them off in settings.

Evergreen Gavekal
Powered by  GDPR Cookie Compliance
Privacy Overview

This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognizing you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.

You can adjust all of your cookie settings by navigating the tabs on the left hand side.

At any point, you can review the personal data stored and request that it be anonymized by clicking here.

Strictly Necessary Cookies

Strictly Necessary Cookie should be enabled at all times so that we can save your preferences for cookie settings.

If you disable this cookie, we will not be able to save your preferences. This means that every time you visit this website you will need to enable or disable cookies again.

Cookie Policy

More information about our Cookie Policy