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    Gavekal Research

    A Return to the Mean Trade

    This document is part of our old archive. It was published on 2007-07-13.You can download it here: AReturntotheMeanTrade.pdf

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    Gavekal Research

    The Key Question For FX Markets

    This document is part of our old archive. It was published on 2007-07-13.You can download it here: TheKeyQuestionForFXMarkets.pdf

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    Gavekal Research

    The TED Spread - Its Different This Time

    This document is part of our old archive. It was published on 2007-07-13.You can download it here: TheTEDSpread-ItsDifferentThisTime.pdf

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    Gavekal Research

    Globalization Marked-to-Market

    This document is part of our old archive. It was published on 2007-07-10.You can download it here: GlobalizationMarked-to-Market.pdf

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    Gavekal Research

    Cost & Availability of Money

    This document is part of our old archive. It was published on 2007-06-28.You can download it here: Cost&AvailabilityofMoney.pdf

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    Gavekal Research

    What Is Money?

    This document is part of our old archive. It was published on 2007-06-28.You can download it here: WhatIsMoney.pdf

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    Gavekal Research

    The Rise in Rates And What It Means For Equities

    This document is part of our old archive. It was published on 2007-06-13.You can download it here: TheRiseinRatesAndWhatItMeansForEquities.pdf

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    Gavekal Research

    A Brief Review of Our Internal Discussions

    This document is part of our old archive. It was published on 2007-06-13.You can download it here: ABriefReviewofOurInternalDiscussions.pdf

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    Gavekal Research

    Wednesday June 6th, 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

    A New Conundrum

    This document is part of our old archive. It was published on 2007-06-01.You can download it here: ANewConundrum.pdf

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    Gavekal Research

    The Three US$ Exchange Rates

    This document is part of our old archive. It was published on 2007-06-01.You can download it here: TheThreeUS$ExchangeRates.pdf

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    Gavekal Research

    Which Currency Should We Buy?

    This document is part of our old archive. It was published on 2007-06-01.You can download it here: WhichCurrencyShouldWeBuy.pdf

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    Gavekal Research

    Why Would Inflation Stay Muted?

    This document is part of our old archive. It was published on 2007-06-01.You can download it here: WhyWouldInflationStayMuted.pdf

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    Gavekal Research

    Growth in Reserves & The Current Account Deficit

    This document is part of our old archive. It was published on 2007-05-21.You can download it here: GrowthinReserves&TheCurrentAccountDeficit.pdf

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    Gavekal Research

    Will the US Consumer Kick His Gasoline Habit?

    This document is part of our old archive. It was published on 2007-05-21.You can download it here: WilltheUSConsumerKickHisGasolineHabit.pdf

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    Gavekal Research

    Quarterly Strategy Chart Book - 2Q07 - So What Now?

    This document is part of our old archive. It was published on 2007-05-17.You can download it here: QuarterlyStrategyChartBook-2Q07-SoWhatNow.pdf

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    Gavekal Research

    The Disappointing US$ Rally

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

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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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