Below are Evergreen Gavekal’s Likes/Dislikes for May 1, 2020.
This book has clearly been an indictment of Fed policies over the last twenty-five years. Some will no doubt think it has been unfair, particularly when, like now, the Fed is in its fire brigade mode.
Well, it’s been quite an odyssey. Some of you have been around since the very beginning of my long resistance effort against Bubble 3.0. Those hardy souls may recall that this book, published in real-time, began in December of 2017 when Bubble 3.0 had its signature speculative blow-off, the great crypto mania of which Bitcoin was the shooting star. But like all such meteorites, its brilliant glow was short-lived.
Below are Evergreen Gavekal’s Likes/Dislikes for April 24, 2020.
Below are Evergreen Gavekal’s Likes/Dislikes for April 17, 2020.