Below are Evergreen Gavekal’s Likes/Dislikes for February 7, 2020.
When we published the first edition of our Bubble 3.0 series in December 2017, the S&P 500 had ballooned to then-record-highs. Most pundits at the time turned a blind eye to some of the more concerning aspects of the market, and our view of a pending implosion was very much in the minority.
Below are Evergreen Gavekal’s Likes/Dislikes for January 31, 2020.
Last week, we kicked-off the first edition of a two-part series where our investment team looked back on 2019 and forward to 2020. This week, Jeff Eulberg (Director of Wealth Management), Jeff Dicks (Director of Portfolio Management), David Hay (Chief Investment Officer), Tyler Hay (Chief Executive Officer), and Mark Nicoletti (Managing Director, Family Office) continue to reflect on last year, while forecasting what may lay ahead for the rest of this year.
Below are Evergreen Gavekal’s Likes/Dislikes for January 24, 2020.