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    Gavekal Research

    Oil, OPEC and the US$

    This document is part of our old archive. It was published on 2007-05-07.You can download it here: Oil,OPECandtheUS$.pdf

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    Gavekal Research

    Does The French Election Matter to Investors?

    This document is part of our old archive. It was published on 2007-05-07.You can download it here: DoesTheFrenchElectionMattertoInvestors.pdf

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    Gavekal Research

    Part 2: So What Should We Worry About?

    This document is part of our old archive. It was published on 2007-05-02.You can download it here: Part2SoWhatShouldWeWorryAbout1.pdf

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    Gavekal Research

    Is The Market Rising Because of Strong Earnings

    This document is part of our old archive. It was published on 2007-04-30.You can download it here: IsTheMarketRisingBecauseofStrongEarnings.pdf

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    Gavekal Research

    The Danger Remains On Rates

    This document is part of our old archive. It was published on 2007-04-20.You can download it here: TheDangerRemainsOnRates.pdf

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    Gavekal Research

    The Odd Rise In Central Bank Reserves

    This document is part of our old archive. It was published on 2007-04-20.You can download it here: TheOddRiseInCentralBankReserves.pdf

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    Gavekal Research

    Is Gold Rising Because of Coming Inflation?

    This document is part of our old archive. It was published on 2007-04-17.You can download it here: IsGoldRisingBecauseofComingInflation.pdf

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    Gavekal Research

    The third wave (NPC roundup part 2)

    NPC roundup part II

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    Gavekal Research

    Divergent US and International Liquidity Flows

    This document is part of our old archive. It was published on 2007-04-11.You can download it here: DivergentUSandInternationalLiquidityFlows.pdf

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    Gavekal Research

    Is A Recession Likely in the US?

    This document is part of our old archive. It was published on 2007-04-11.You can download it here: IsARecessionLikelyintheUS1.pdf

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    Gavekal Research

    Why Make It Simple When It Can Be Complicated?

    This document is part of our old archive. It was published on 2007-03-26.You can download it here: WhyMakeItSimpleWhenItCanBeComplicated1.pdf

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    Gavekal Research

    Breaking the Rules

    This document is part of our old archive. It was published on 2007-03-23.You can download it here: BreakingtheRules.pdf

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    Gavekal Research

    Changes in the Global Liquidity Environment?

    This document is part of our old archive. It was published on 2007-03-23.You can download it here: ChangesintheGlobalLiquidityEnvironment.pdf

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    Gavekal Research

    Enough Dynamite to Go Fishing

    This document is part of our old archive. It was published on 2007-03-23.You can download it here: EnoughDynamitetoGoFishing.pdf

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    Gavekal Research

    Trend & Cycle - When They Diverge, Watch Out

    This document is part of our old archive. It was published on 2007-03-13.You can download it here: Trend&Cycle-WhenTheyDiverge,WatchOut.pdf

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    Gavekal Research

    Alpha in Drags

    This document is part of our old archive. It was published on 2007-03-02.You can download it here: AlphainDrags.pdf

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    Gavekal Research

    The Current Sell-Off

    This document is part of our old archive. It was published on 2007-02-28.You can download it here: TheCurrentSell-Off.pdf

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    Gavekal Research

    Another Explanation to the Odd Dichotomy

    This document is part of our old archive. It was published on 2007-02-26.You can download it here: AnotherExplanationtotheOddDichotomy.pdf

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    Gavekal Research

    Confusing Tea Leaves

    This document is part of our old archive. It was published on 2007-02-26.You can download it here: ConfusingTeaLeaves.pdf

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    Gavekal Research

    What if Growth Decouples from the US?

    This document is part of our old archive. It was published on 2007-02-26.You can download it here: WhatifGrowthDecouplesfromtheUS.pdf

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