In the days leading up to the US election, markets seemed to be pricing in (1) uncertainty that would drag on after a contested presidential election and/or (2) a “blue wave” that would bring forward a Democratic agenda. This pricing was reflected in…
The day after election night, Senior Wealth Consultant and Partner, Jeff Otis, interviewed Evergreen investment committee members Louis Gave, CEO and Co-Founder of Gavekal Research, and Jeff Eulberg, Managing Director at Evergreen Gavekal, to get their take on how the results of the US election will impact markets.
Below are Evergreen Gavekal’s Likes/Dislikes for November 6, 2020.
For all of us Baby Boomers, Campbell Soup’s iconic tag-line of “MMM Good” was burned into our collective memories at a young age. As we now transition into senior citizenship, we are discovering that it may well be a case of MMM Bad, totally unrelated, however, to what formerly was America’s favorite soup company.
Below are Evergreen Gavekal’s Likes/Dislikes for October 30, 2020.