It’s not often that we don’t run a relevant quote in at the beginning of an Evergreen Virtual Advisor (EVA). However, there are enough gems in this week’s Guest edition to obviate the need. The lead soundbite is by one of the people I most admire in the investment ecosystem, Howard Marks.
Below are Evergreen Gavekal’s Likes/Dislikes for April 16, 2021.
Below are Evergreen Gavekal’s Likes/Dislikes for April 9, 2021.
During the first quarter of 2021, one of the hottest topics in financial circles was the sudden rise in bond yields. As a result, analysts and pundits from around the financial world pontificated as to whether this sharp spike would derail the bull run in equity markets.
Below are Evergreen Gavekal’s Likes/Dislikes for April 2, 2021.
