Over the past three years, we’ve published three separate newsletters highlighting burgeoning startups that were expected to hit public markets in 2019, 2020, and 2021.
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What has been the most surprising financial event of 2021? The 20% gain in equity prices, the 40% jump in oil prices and even the fivefold leap in US inflation may all have been bigger than expected, but they were at least directionally understandable consequences of the fastest growth in the world economy for 40 years.
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Below are Evergreen Gavekal’s Likes/Dislikes for December 24th, 2021.
Read MoreIt’s not an exaggeration to say that the raging debate about whether inflation is transitory or persistent is the most important “opinion exchange”, at least for market participants. Of course, this assumes China doesn’t invade Taiwan, and that Russia doesn’t attack the Ukraine, and Omicron remains highly transmissible but not very virulent.
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Below are Evergreen Gavekal’s Likes/Dislikes for December 17th, 2021.
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