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.
“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,
“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,
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.
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 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.
More information about our Cookie Policy
