For years, the concept of ‘the cloud’ was as cloudy as a winter morning in Seattle, Washington. It seemed that only the techiest of tech people understood what the term meant and even fewer had a grasp on how the technology would revolutionize businesses, industries, and economies.
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Below are Evergreen Gavekal’s Likes/Dislikes for May 29, 2020.
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One of Evergreen’s long-running themes for why US stocks have remained so elevated for so long is because America’s all-powerful central bank – the Fed – has continuously infused liquidity into the system. This fact was crystal-clear during the most recent market meltdown….
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Below are Evergreen Gavekal’s Likes/Dislikes for May 22, 2020.
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The Covid-19 crisis has led to a truly unprecedented environment for the global economy, markets, and society as a whole. With so many variables at play, it’s logical to wonder how a myriad of factors will impact portfolios and investments.
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