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    Gavekal Research

    Wall Street Chaos Doesn't Mean Recession

    This document is part of our old archive. It was published on 2008-09-15.You can download it here: WallStreetChaosDoesntMeanRecession.pdf

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    Gavekal Research

    The Unintended Consequences of Mr Paulson

    This document is part of our old archive. It was published on 2008-09-12.You can download it here: TheUnintendedConsequencesofMrPaulson2.pdf

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    Gavekal Research

    Quarterly Strategy Chart Book - 4Q08 - A Very Different Investment Environment -

    This document is part of our old archive. It was published on 2008-08-26.You can download it here: QuarterlyStrategyChartBook4Q08AVeryDifferentInves.pdf

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    Gavekal Research

    The Recession That Never Was

    This document is part of our old archive. It was published on 2008-08-06.You can download it here: TheRecessionThatNeverWas.pdf

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    Gavekal Research

    The Jaundiced View of Bankers

    This document is part of our old archive. It was published on 2008-07-17.You can download it here: TheJaundicedViewofBankers.pdf

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    Gavekal Research

    Sometimes Markets Are Wrong

    This document is part of our old archive. It was published on 2008-07-14.You can download it here: SometimesMarketsAreWrong1.pdf

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    Gavekal Research

    A Roundtable on the Credit Crunch

    This document is part of our old archive. It was published on 2008-07-03.You can download it here: ARoundtableontheCreditCrunch.pdf

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    Gavekal Research

    A "Plan B" For Oil?

    This document is part of our old archive. It was published on 2008-06-12.You can download it here: APlanBForOil.pdf

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    Gavekal Research

    The ECB's Motivation

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

    Oil Madness

    This document is part of our old archive. It was published on 2008-05-23.You can download it here: OilMadness.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

    How Low Can British Houses Go

    This document is part of our old archive. It was published on 2008-04-10.You can download it here: HowLowCanBritishHousesGo.pdf

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    Gavekal Research

    Why Russia is Right to Feel Paranoid

    This document is part of our old archive. It was published on 2008-04-09.You can download it here: WhyRussiaisRighttoFeelParanoid.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 Liquidity Crisis or a Solvency Crisis

    This document is part of our old archive. It was published on 2008-03-17.You can download it here: ALiquidityCrisisoraSolvencyCrisis1.pdf

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    Gavekal Research

    The Northern Rock Fiasco

    This document is part of our old archive. It was published on 2008-02-18.You can download it here: TheNorthernRockFiasco1.pdf

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    Gavekal Research

    The New GaveKal Doomsday Calculator

    This document is part of our old archive. It was published on 2008-02-13.You can download it here: TheNewGaveKalDoomsdayCalculator.pdf

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    Gavekal Research

    Reflexivity vs Rationality

    This document is part of our old archive. It was published on 2008-01-24.You can download it here: ReflexivityvsRationality2.pdf

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    Gavekal Research

    A Eulogy On Gold

    This document is part of our old archive. It was published on 2008-01-21.You can download it here: AEulogyOnGold.pdf

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