Likes/Dislikes – December 6, 2019
David Hay / December 6, 2019Below are Evergreen Gavekal’s Likes/Dislikes for December 6, 2019.
Read MoreBelow are Evergreen Gavekal’s Likes/Dislikes for December 6, 2019.
Read MoreThe physical and digital universes have something in common: sheer size with respect to volumes that are so large that they require special measurement units. Once one gets used to these new dimensions, concepts like “large” and “small” take on new meaning.
Read MoreBelow are Evergreen Gavekal’s Likes/Dislikes for November 29, 2019.
Read MoreOver the last few years, the spectacular rise and subsequent fall in asset prices for Bitcoin, pot stocks, high-end real estate and cash-burning companies have proven that the line between “in-favor” and “out-of-favor” is very thin and can evaporate almost instantly. One currently “out-of-favor” asset class that we have been particularly fond of is Master Limited Partnerships (MLPs) – the tax-advantaged, high-yielding oil, natural gas, or refined product pipeline businesses.
Read MoreBelow are Evergreen Gavekal’s Likes/Dislikes for November 22, 2019.
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