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    Gavekal Research

    US Growth Remains Solid

    This document is part of our old archive. It was published on 2007-11-02.You can download it here: USGrowthRemainsSolid.pdf

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    Gavekal Research

    A Second Wave?

    This document is part of our old archive. It was published on 2007-10-25.You can download it here: ASecondWave.pdf

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    Gavekal Research

    More On the US Current Account Deficit

    This document is part of our old archive. It was published on 2007-10-22.You can download it here: MoreOntheUSCurrentAccountDeficit.pdf

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    Gavekal Research

    A Long Shadow

    This document is part of our old archive. It was published on 2007-10-18.You can download it here: ALongShadow.pdf

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    Gavekal Research

    US Trade Turns Positive

    This document is part of our old archive. It was published on 2007-10-18.You can download it here: USTradeTurnsPositive.pdf

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    Gavekal Research

    Who Is On The Receiving End?

    This document is part of our old archive. It was published on 2007-10-18.You can download it here: WhoIsOnTheReceivingEnd.pdf

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    Gavekal Research

    Our Current Thoughts on Asset Allocation

    This document is part of our old archive. It was published on 2007-10-05.You can download it here: OurCurrentThoughtsonAssetAllocation.pdf

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    Gavekal Research

    Strategy Review

    This document is part of our old archive. It was published on 2007-10-05.You can download it here: StrategyReview.pdf

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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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