“Whenever you find yourself on the side of the majority, it is time to pause and reflect.”
-Mark Twain
INTRODUCTION
Last week’s EVA gave readers a healthy dose of Charles Gave. In this edition, we are highlighting some recent insights from his son,
The Challenge for Equity Markets
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.
PEAK HUBRIS?
“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,
FRANCE UNDER ATTACK
“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,
