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    Gavekal Research

    A Few Remarks on the Discount Rate

    This document is part of our old archive. It was published on 2008-06-03.You can download it here: AFewRemarksontheDiscountRate.pdf

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    Gavekal Research

    Lies, Damned Lies & House Price Statistics

    This document is part of our old archive. It was published on 2008-06-03.You can download it here: LiesDamnedLiesHousePriceStatistics.pdf

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    Gavekal Research

    A Roadmap for Troubling Times--by Louis-Vincent Gave

    This document is part of our old archive. It was published on 2008-05-20.You can download it here: ARoadmapforTroublingTimesbyLouisVincentGave.pdf

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    Gavekal Research

    Quarterly Strategy Chart Book - 3Q08 - The Purpose of a Bear Market

    This document is part of our old archive. It was published on 2008-05-15.You can download it here: QuarterlyStrategyChartBook3Q08ThePurposeofaBearMar1.pdf

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    Gavekal Research

    The Dollar's Successful Devaluation

    This document is part of our old archive. It was published on 2008-05-13.You can download it here: TheDollarsSuccessfulDevaluation.pdf

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    Gavekal Research

    New Valuation Tools

    This document is part of our old archive. It was published on 2008-05-06.You can download it here: NewValuationTools1.pdf

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    Gavekal Research

    The Turn in Labor Costs

    This document is part of our old archive. It was published on 2008-05-06.You can download it here: TheTurninLaborCosts.pdf

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    Gavekal Research

    The Four Momentum Trades

    This document is part of our old archive. It was published on 2008-05-01.You can download it here: TheFourMomentumTrades.pdf

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    Gavekal Research

    Watch Out for the Container Squeeze

    This document is part of our old archive. It was published on 2008-04-25.You can download it here: WatchOurfortheContainerSqueeze.pdf

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    Gavekal Research

    On the Terms of Trade

    This document is part of our old archive. It was published on 2008-04-18.You can download it here: OntheTermsofTrade.pdf

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    Gavekal Research

    What's Really Going On With US Trade

    This document is part of our old archive. It was published on 2008-04-18.You can download it here: WhatsReallyGoingOnWithUSTrade.pdf

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    Gavekal Research

    A US Recession? Not on the Job Market...

    This document is part of our old archive. It was published on 2008-04-11.You can download it here: AUSRecessionNotontheJobMarket1.pdf

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    Gavekal Research

    Recessionor a Mid-Cycle Slowdown? Does It Matter?

    This document is part of our old archive. It was published on 2008-04-11.You can download it here: RecessionoraMidCycleSlowdownDoesItMatter.pdf

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    Gavekal Research

    Is US Housing Bottoming Out?

    This document is part of our old archive. It was published on 2008-04-11.You can download it here: IsUSHousingBottomingOut.pdf

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    Gavekal Research

    An Odd Banking Crisis

    This document is part of our old archive. It was published on 2008-04-11.You can download it here: AnOddBankingCrisis.pdf

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    Gavekal Research

    The US Current Account & Asset Allocation

    This document is part of our old archive. It was published on 2008-04-11.You can download it here: TheUSCurrentAccountAssetAllocation.pdf

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    Gavekal Research

    The Biggest Debtor in the World

    This document is part of our old archive. It was published on 2008-04-11.You can download it here: TheBiggestDebtorintheWorld.pdf

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    Gavekal Research

    Made in the USA

    This document is part of our old archive. It was published on 2008-04-06.You can download it here: MadeintheUSA.pdf

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    Gavekal Research

    The End of Mark-to-Market?

    This document is part of our old archive. It was published on 2008-04-01.You can download it here: TheEndofMarktoMarket.pdf

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    Gavekal Research

    A One-Sided Trade

    This document is part of our old archive. It was published on 2008-03-24.You can download it here: AOneSidedTrade.pdf

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