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Taking a punch, & getting up again

Louis-Vincent Gave / May 21, 2021

This week, we are sharing a superb presentation by Louis-Vincent Gave from John Mauldin’s 2021 Strategic Investment Conference (SIC).

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Factory inflation good for a scare but isn’t the main game

Tyler Hay / May 20, 2021

This week, we are presenting a missive from the always read-worthy Gerard Minack. Mr. Minack, who pens the Down Under Daily, outlines several reasons why he believes that recent inflation indicators are “transitory” in nature.

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Likes/Dislikes – May 21st, 2021

David Hay / May 20, 2021

Below are Evergreen Gavekal’s Likes/Dislikes for May 21, 2021.

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Likes/Dislikes – May 14th, 2021

David Hay / May 14, 2021

Below are Evergreen Gavekal’s Likes/Dislikes for May 14, 2021.

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Where Will The Next Deflationary Shock Come From?

Louis-Vincent Gave / May 14, 2021

It seems as though wherever one looks, soaring prices are in the news. Everything from the rising price of lumber to oil, to housing, to food is dominating headlines. This week, key inflation data was released…

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