Many social commentators, probably rightly, assert that Western culture is in the post-phase: Post-modern, post-religion, post-civility, post-bipartisan, post-patriotic, post-prudence, post-hope, post-tolerance and, perhaps, most inarguably, post-truth. But the “post” that is the topic of this month’s installment of “Bubble 3.0” is based on the thesis that the relatively recent phenomenon of a comfortable retirement is now also increasingly a thing of the past.
Evergreen Gavekal’s Likes/Dislikes for July 12, 2019.
A couple of weeks ago you read Gavekal Research’s piece, Investing for a New Cold War. Today on the Evergreen Exchange, listen to Evergreen CEO Tyler Hay interview Gavekal founder Louis Gave on this topic and more, complete with thought-provoking debate and lively banter.
The conversation between Tyler and Louis provides clarity on an issue that has dominated the news during Trump’s presidency: will China surpass the U.S. as the world’s greatest economic superpower?
Evergreen Gavekal’s Likes/Dislikes for July 5, 2019.
As is often the case in the current news environment, the endless headlines surrounding the relations between the United States and China overshadow the substance of underlying policy and provide little added value to the public. While this may make for good political theatre, it leaves many struggling to grasp what has been developing not just over the past year, but quietly for the past decade. In this week’s EVA, Evergreen Gavekal partner Louis Gave offers thought-provoking insights on the complex “trade war” being staged by the two countries. Louis—and the venerable Charles Gave, with his 50 years of investment experience—argue there are far bigger implications for the ongoing battle than just the balance of imports and exports. The following examines the events that have led us to this point, as well as the options that may be exhausted going forward.