Evergreen Gavekal’s Likes/Dislikes for November 1, 2019.
This Wednesday, Fed-head Jerome Powell announced the Federal Reserve’s third rate cut of 2019. On the same day, economic data reports signaled continued (but slowing) GDP expansion, buoyed by strong consumer spending and a resilient labor market.
Below are Evergreen Gavekal’s Likes/Dislikes for October 25, 2019.
Historically, three waves have driven capitalism forward, each dominating in turn.
An informative interview from Evergreen Gavekal’s CEO Tyler Hay as he discusses the dynamic opportunities and evolving risks facing investors in the Cannabis industry with 4Front Ventures CEO Josh Rosen.
If expeditioners stumbled upon this plant deep in the Amazon, what would be our reaction to it? Are the non-THC applications being undervalued or overlooked?