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    Gavekal Research

    Like Deer in the Headlights

    This document is part of our old archive. It was published on 2007-10-02.You can download it here: LikeDeerintheHeadlights.pdf

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    Gavekal Research

    The Mistaken Inflation Fear

    This document is part of our old archive. It was published on 2007-09-26.You can download it here: TheMistakenInflationFear1.pdf

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    Gavekal Research

    Could the Credit Contraction Still Be in Front if Us?

    This document is part of our old archive. It was published on 2007-09-24.You can download it here: CouldtheCreditContractionStillBeinFrontifUs.pdf

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    Gavekal Research

    Second Guessing the Fed

    This document is part of our old archive. It was published on 2007-09-24.You can download it here: SecondGuessingtheFed.pdf

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    Gavekal Research

    OPEC's New Quandary

    This document is part of our old archive. It was published on 2007-09-07.You can download it here: OPECsNewQuandary.pdf

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    Gavekal Research

    We Still Hope For a Deflationary Boom

    This document is part of our old archive. It was published on 2007-09-07.You can download it here: WeStillHopeForaDeflationaryBoom.pdf

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    Gavekal Research

    Quarterly Strategy Chart Book - When The Facts Change

    This document is part of our old archive. It was published on 2007-08-30.You can download it here: QuarterlyStrategyChartBookWhenTheFactsChange.pdf

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    Gavekal Research

    The Fed Will Be Right to Cut Rates

    This document is part of our old archive. It was published on 2007-08-23.You can download it here: TheFedWillBeRighttoCutRates.pdf

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    Gavekal Research

    The Incredible Shrinking FX Fund

    This document is part of our old archive. It was published on 2007-08-17.You can download it here: TheIncredibleShrinkingFXFund.pdf

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    Gavekal Research

    Oil Prices and the US Current Account Deficit

    This document is part of our old archive. It was published on 2007-08-10.You can download it here: OilPricesandtheUSCurrentAccountDeficit.pdf

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    Gavekal Research

    On US Share Buybacks

    This document is part of our old archive. It was published on 2007-08-10.You can download it here: OnUSShareBuybacks.pdf

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    Gavekal Research

    Our Internal Discussions

    This document is part of our old archive. It was published on 2007-08-08.You can download it here: OurInternalDiscussions.pdf

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    Gavekal Research

    Does the US Face a Recession?

    This document is part of our old archive. It was published on 2007-08-02.You can download it here: DoestheUSFaceaRecession1.pdf

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    Gavekal Research

    OPEC, Oil and the US$

    This document is part of our old archive. It was published on 2007-07-31.You can download it here: OPECOilandtheUS.pdf

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    Gavekal Research

    Global Economic Activity and US Real Bond Yields

    This document is part of our old archive. It was published on 2007-07-30.You can download it here: GlobalEconomicActivityandUSRealBondYields.pdf

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    Gavekal Research

    The Changing Liquidity Environment

    This document is part of our old archive. It was published on 2007-07-27.You can download it here: TheChangingLiquidityEnvironment.pdf

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    Gavekal Research

    Hermes Ties, Longines Watches & Subprime Bonds

    This document is part of our old archive. It was published on 2007-07-23.You can download it here: HermesTies,LonginesWatches&SubprimeBonds.pdf

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    Gavekal Research

    Monday July 23rd, 2007

    This document is part of our old archive. You can download it by clicking the PDF button above.

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    Gavekal Research

    Three Flavors of Protectionism

    This document is part of our old archive. It was published on 2007-07-20.You can download it here: ThreeFlavorsofProtectionism.pdf

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    Gavekal Research

    Is The Tightening Cyle Over

    This document is part of our old archive. It was published on 2007-07-19.You can download it here: IsTheTighteningCyleOver1.pdf

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