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    Gavekal Research

    Goldilocks or Micawber?

    This document is part of our old archive. It was published on 2006-07-20.You can download it here: GoldilocksorMicawber.pdf

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    Gavekal Research

    US Equity Strategy Report: A GPS for the US Stock Market

    This document is part of our old archive. It was published on 2006-07-17.You can download it here: USEquityStrategyReportAGPSfortheUSStockMarket.pdf

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    Gavekal Research

    Creative Accounting, Over-Earnings, etc

    This document is part of our old archive. It was published on 2006-07-07.You can download it here: CreativeAccounting,Over-Earnings,etc.pdf

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    Gavekal Research

    Do Profits Return to the Mean?

    This document is part of our old archive. It was published on 2006-07-07.You can download it here: DoProfitsReturntotheMean.pdf

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    Gavekal Research

    Keeping Up With the Fed

    This document is part of our old archive. It was published on 2006-07-07.You can download it here: KeepingUpWiththeFed.pdf

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    Gavekal Research

    Monitoring Money Growth in the US

    This document is part of our old archive. It was published on 2006-07-07.You can download it here: MonitoringMoneyGrowthintheUS.pdf

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    Gavekal Research

    A Review of US Monetary Policy

    This document is part of our old archive. It was published on 2006-07-05.You can download it here: AReviewofUSMonetaryPolicy.pdf

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    Gavekal Research

    A Conversation on Dell

    This document is part of our old archive. It was published on 2006-07-03.You can download it here: AConversationonDell.pdf

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    Gavekal Research

    All Eyes on the Fed

    This document is part of our old archive. It was published on 2006-06-26.You can download it here: AllEyesontheFed.pdf

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    Gavekal Research

    Quarterly Strategy Report 3Q06 - A Different Investment Environment

    This document is part of our old archive. It was published on 2006-06-21.You can download it here: QuarterlyStrategyReport3Q06-ADifferentInvestsmentEnvironment.pdf

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    Gavekal Research

    Transforming into a Platform Company - WHR and FBN

    This document is part of our old archive. It was published on 2006-06-17.You can download it here: TransformingintoaPlatformCompany-WHRandFBN.pdf

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    Gavekal Research

    A Shaky Second Pillar - A US Consumer of Last Resort

    This document is part of our old archive. It was published on 2006-06-13.You can download it here: AShakySecondPillar-AUSConsumerofLastResort.pdf

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    Gavekal Research

    Point and Figure of the E&P Industry

    This document is part of our old archive. It was published on 2006-06-05.You can download it here: PointandFigureoftheE&PIndustry.pdf

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    Gavekal Research

    RESEND - Point and Figure of the E&P Industry

    This document is part of our old archive. It was published on 2006-06-05.You can download it here: RESEND-PointandFigureoftheE&PIndustry.pdf

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    Gavekal Research

    Do-Si-Do

    This document is part of our old archive. It was published on 2006-05-29.You can download it here: Do-Si-Do.pdf

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    Gavekal Research

    Why Imbalances Matter - Steve Roach Responds to Anatole

    This document is part of our old archive. It was published on 2006-05-22.You can download it here: WhyImbalancesMatter-SteveRoachRespondstoAnatole.pdf

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    Gavekal Research

    US Equity Strategy Report - The Wal-Mart Effect

    This document is part of our old archive. It was published on 2006-05-21.You can download it here: USEquityStrategyReport-TheWal-MartEffect.pdf

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    Gavekal Research

    The Leverage in the System & the Weak US$

    This document is part of our old archive. It was published on 2006-05-18.You can download it here: TheLeverageintheSystem&theWeakUS$1.pdf

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    Gavekal Research

    Why Is the Fed Talking Down the US$?

    This document is part of our old archive. It was published on 2006-05-15.You can download it here: WhyIstheFedTalkingDowntheUS$.pdf

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    Gavekal Research

    US Equity Strategy Report: Valuations on US REITs Appear Stretched

    This document is part of our old archive. It was published on 2006-05-08.You can download it here: USEquityStrategyReportValuationsonUSREITsAppearStretched.pdf

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