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,

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“I’d prefer to die on my feet than to live on my knees.”

– Stéphane Charbonnier, martyred editor-in-chief of the French newspaper, Charlie Hebdo

EVERGREEN VIRTUAL ADVISOR
Introduction by Tyler Hay

For many of our readers,