Below are Evergreen Gavekal’s Likes/Dislikes for March, 12th, 2021 EVA.
As an overarching recommendation, present market conditions have become so hyper-bullish that this author is suggesting significant profit-taking; related to this, new buys should be limited to those securities that offer a compelling risk/reward proposition. Gold miners are an example of the latter after their correction since this summer’s spectacular run-up.
“The pharmaceutical industry is the biggest bunch of crooks in this country.” Senator Bernie Sanders
“All crises have involved debt that, in one fashion or another, has become dangerously out of scale in relation to the underlying means of payment.” John Kenneth Galbraith
“It is hard to imagine a more stupid or dangerous way of making decisions than by putting those decisions in the hands of people who pay no price for being wrong.” Thomas Sowel
Below are Evergreen Gavekal’s Likes/Dislikes for March, 5th, 2021 EVA.
Below are Evergreen Gavekal’s Likes/Dislikes for February 12, 2021.
Set yourself up for success in 2021
2020 has been an unprecedented year that has left many investors feeling cautious about the markets and concerned about retirement. Does your financial plan need to be updated? At Evergreen we have a quarterly review schedule to make sure our clients’ needs are being reviewed on an ongoing basis,
