Below are Evergreen Gavekal’s Likes/Dislikes for February 5, 2021.
Likes/Dislikes – January 29, 2021
Below are Evergreen Gavekal’s Likes/Dislikes for January 29, 2021.
Supply-Chain Risks For The COVID-19 Vaccine
In a press conference on Tuesday, President Biden announced that the federal government is working to purchase an additional 200 million doses of Pfizer and Moderna’s COVID-19 vaccines, with the goal of having enough supply to vaccinate the entire adult U.S. population by the end of the summer.
Schrodinger’s Market, Cognitive Dissonance, and Hyperinflation
Lewis Carrol’s tale summarizes the intuition behind the paradox of quantum superposition: in Schrödinger’s famous thought experiment, a cat can be both alive and dead at the same time. Schrödinger’s twisted logic was surely required to make sense of a week during which a mob stormed the U.S. capitol and stock prices broke multiple records.
Likes/Dislikes – January 22, 2021
Below are Evergreen Gavekal’s Likes/Dislikes for January 22, 2021.