Likes/Dislikes – December 10th, 2021
David Hay / December 10, 2021Below are Evergreen Gavekal’s Likes/Dislikes for December 10th, 2021.
Read MoreBelow are Evergreen Gavekal’s Likes/Dislikes for December 10th, 2021.
Read MoreLast week’s EVA pointed out the considerable damage that has occurred below the placid surface of the US stock market. It also urged taking advantage of the stealth sell-off, particularly with regard to those market segments of a more cyclical nature.
Read MoreToday, the question that most clients seem to be seeking a solution for is that of inflation. It is a concept that most people have basic familiarity with but do not understand in depth. Kind of like wine, a lot of people like to drink it but how many people understand what goes into making it?
Read MoreBelow are Evergreen Gavekal’s Likes/Dislikes for December 3rd, 2021.
Read MoreSorry to break it to you, Omicron, but you’re not the second coming of Delta. As more information comes out, it appears you are a mere virus and not a serious crisis. If you’re feeling full of yourself based on the rapid vaporization of the multitude of Crazy Over-Priced Stocks (COPS)—which are suddenly not nearly as over-priced—you are not the main driver of this reality check, at least in my view.
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