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Gavekal Research
Research Team
May 25th 2009
GaveKal Daily - The Downgrade Fears
This document is part of our old archive. It was published on 2009-05-25.You can download it here: GKDailyReport090525.pdf
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Gavekal Research
Research Team
May 21st 2009
The Direction of the "Three Dollars"
This document is part of our old archive. You can download it by clicking the PDF button above.
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Gavekal Research
Anatole Kaletsky
May 18th 2009
No Need for an "Exit Strategy"
This document is part of our old archive. It was published on 2009-05-18.You can download it here: GKFiveCorners0905184.pdf
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Gavekal Research
Charles Gave
May 18th 2009
The Fatal Conceit at Work
This document is part of our old archive. It was published on 2009-05-18.You can download it here: GKFiveCorners0905185.pdf
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Gavekal Research
Research Team
May 14th 2009
GaveKal Daily - The German Bad Bank Plan
This document is part of our old archive. It was published on 2009-05-14.You can download it here: GKDailyReport090514.pdf
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Gavekal Research
Research Team
May 08th 2009
GaveKal Daily - Something's Got to Give as Euro Rallies Despite QE News
This document is part of our old archive. It was published on 2009-05-08.You can download it here: GKDailyReport0905081.pdf
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Gavekal Research
Research Team
May 07th 2009
GaveKal Daily - An Atypical Tax Hike
This document is part of our old archive. It was published on 2009-05-07.You can download it here: GKDailyReport0905071.pdf
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Gavekal Research
Anatole Kaletsky
May 05th 2009
The Trans-Atlantic Constrast in Bulls vs Bears
This document is part of our old archive. It was published on 2009-05-05.You can download it here: GKFiveCorners0905054.pdf
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Gavekal Research
Research Team
Apr 23rd 2009
GaveKal Daily - Another "Soak-the-Rich" Budget
This document is part of our old archive. It was published on 2009-04-23.You can download it here: GKDailyReport090423.pdf
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Gavekal Research
Research Team
Apr 23rd 2009
Another "Soak-the-Rich" Budget
This document is part of our old archive. You can download it by clicking the PDF button above.
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Gavekal Research
Pierre Gave
Apr 20th 2009
Is Obama Swedish? We Wish!
This document is part of our old archive. It was published on 2009-04-20.You can download it here: GKFiveCorners0904206.pdf
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Gavekal Research
Anatole Kaletsky
Apr 20th 2009
Time to Ignore the Deficit Hawks
This document is part of our old archive. It was published on 2009-04-20.You can download it here: GKFiveCorners0904209.pdf
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Gavekal Research
Research Team
Apr 09th 2009
GaveKal Daily - Behind the Irish Deflationary Bust
This document is part of our old archive. It was published on 2009-04-09.You can download it here: GKDailyReport090409.pdf
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Gavekal Research
Anatole Kaletsky
Apr 09th 2009
Europe in the Eye of a Perfect Storm
This document is part of our old archive. It was published on 2009-04-09.You can download it here: GKAdHocComment0904091.pdf
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Gavekal Research
Research Team
Apr 08th 2009
GaveKal Daily - The Next Wall to Climb
This document is part of our old archive. It was published on 2009-04-08.You can download it here: GKDailyReport0904081.pdf
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Gavekal Research
Research Team
Apr 07th 2009
GaveKal Daily - Risk Remains High in Eastern Europe
This document is part of our old archive. It was published on 2009-04-07.You can download it here: GKDailyReport090407.pdf
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Gavekal Research
Louis Gave
Apr 07th 2009
Behind the ECB's Surprise
This document is part of our old archive. It was published on 2009-04-07.You can download it here: GKFiveCorners090407.pdf
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Gavekal Research
Louis Gave
Apr 07th 2009
The Cat is Out of the Bag
This document is part of our old archive. It was published on 2009-04-07.You can download it here: GKFiveCorners0904072.pdf
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Gavekal Research
Louis Gave
Apr 07th 2009
What Would You Conclude if You Were Hu Jintao?
This document is part of our old archive. It was published on 2009-04-07.You can download it here: GKFiveCorners0904073.pdf
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Gavekal Research
Anatole Kaletsky
Apr 07th 2009
Why the G20 Stage Show 'Worked'
This document is part of our old archive. It was published on 2009-04-07.You can download it here: GKFiveCorners0904074.pdf
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Gavekal Research
Anatole Kaletsky
Apr 07th 2009
Who Wants an IMF Loan Anyway?
This document is part of our old archive. It was published on 2009-04-07.You can download it here: GKFiveCorners0904075.pdf
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Gavekal Research
Research Team
Apr 07th 2009
Germany and the EMU Ponzi Game
This document is part of our old archive. It was published on 2009-04-07.You can download it here: GKAdHocComment0904072.pdf
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Gavekal Research
Research Team
Apr 02nd 2009
GaveKal Daily - Sharing the Unemployment Risks
This document is part of our old archive. It was published on 2009-04-02.You can download it here: GKAdHocComment090402.pdf
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Gavekal Research
Research Team
Mar 31st 2009
GaveKal Daily - Investing in a Deflationary World
This document is part of our old archive. It was published on 2009-03-31.You can download it here: GKDailyReport090331.pdf
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Gavekal Research
Anatole Kaletsky
Mar 30th 2009
The G20's $2 Trillion Annoucement
This document is part of our old archive. It was published on 2009-03-30.You can download it here: GKAdHocComment0903301.pdf
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Gavekal Research
Research Team
Mar 30th 2009
GaveKal Daily - Real Estate Reacting to Cheaper Money
This document is part of our old archive. It was published on 2009-03-30.You can download it here: GKDailyReport0903301.pdf
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Gavekal Research
Research Team
Mar 27th 2009
GaveKal Daily - Market Turnarounds
This document is part of our old archive. It was published on 2009-03-27.You can download it here: GKDailyReport0903271.pdf
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Gavekal Research
Research Team
Mar 23rd 2009
GaveKal Daily - What's Behind the Commodities Rally?
This document is part of our old archive. It was published on 2009-03-23.You can download it here: GKDailyReport0903232.pdf
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Gavekal Research
Research Team
Mar 19th 2009
GaveKal Daily - The Euro's Strength
This document is part of our old archive. It was published on 2009-03-19.You can download it here: GKDailyReport090319.pdf
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Gavekal Research
Anatole Kaletsky
Mar 16th 2009
Stimulators vs Regulators
This document is part of our old archive. It was published on 2009-03-16.You can download it here: GKMonetaryPolicy090316.pdf
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Gavekal Research
Anatole Kaletsky
Mar 10th 2009
Better Late Than Never
This document is part of our old archive. It was published on 2009-03-10.You can download it here: GKMonetaryPolicy090310.pdf
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Gavekal Research
Louis Gave
Mar 10th 2009
Germany Will Pay!
This document is part of our old archive. It was published on 2009-03-10.You can download it here: GKPolitics090310.pdf
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Gavekal Research
Pierre Gave
Mar 10th 2009
Is the SEK Weakness Overdone?
This document is part of our old archive. It was published on 2009-03-10.You can download it here: GKFXMarkets090310.pdf
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Gavekal Research
Louis Gave
Mar 10th 2009
Some Certainties in Uncertain Times
This document is part of our old archive. It was published on 2009-03-10.You can download it here: GKBondMarkets0903101.pdf
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Gavekal Research
Charles Gave
Mar 09th 2009
The Challenges We Face
This document is part of our old archive. It was published on 2009-03-09.You can download it here: GKBondMarkets0903091.pdf
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Gavekal Research
Research Team
Mar 02nd 2009
GaveKal Daily - A Grim February
This document is part of our old archive. It was published on 2009-03-02.You can download it here: GKDailyCheckingtheBoxesReports090302.pdf
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Gavekal Research
Anatole Kaletsky, Louis Gave, Pierre Gave
Mar 02nd 2009
GaveKal Quarterly Strategy Chart Book - 2Q09 - The Age of Uncertainty
This document is part of our old archive. It was published on 2009-03-02.You can download it here: GKBondMarkets090302.pdf
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Gavekal Research
Research Team
Feb 27th 2009
GaveKal Daily - The Bad vs the Good
This document is part of our old archive. It was published on 2009-02-27.You can download it here: GKEquityMarkets090227.pdf
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Gavekal Research
Research Team
Feb 25th 2009
GaveKal Daily - Terrible Months of Growing Uncertainties...And Markets Back at Their Lows
This document is part of our old archive. It was published on 2009-02-25.You can download it here: GKDailyCheckingtheBoxesReports090225.pdf
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Gavekal Research
Research Team
Feb 23rd 2009
GaveKal Daily - So Many Unknowns
This document is part of our old archive. It was published on 2009-02-23.You can download it here: GKDailyCheckingtheBoxesReports090223.pdf
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Gavekal Research
Anatole Kaletsky
Feb 23rd 2009
The Focus of the Crisis Shifts to Europe
This document is part of our old archive. It was published on 2009-02-23.You can download it here: GKFinancials090223.pdf
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Gavekal Research
Anatole Kaletsky
Feb 23rd 2009
Will Germany Bail Out its Neighbors?
This document is part of our old archive. It was published on 2009-02-23.You can download it here: GKBondMarkets090223.pdf
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Gavekal Research
Pierre Gave
Feb 23rd 2009
The Other European Debt Problem
This document is part of our old archive. It was published on 2009-02-23.You can download it here: GKBondMarkets0902231.pdf
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Gavekal Research
Research Team
Feb 18th 2009
GaveKal Daily - A Typical Emerging Market Crisis Now Unfolding in Eastern Europe
This document is part of our old archive. It was published on 2009-02-18.You can download it here: GKDailyCheckingtheBoxesReports090218.pdf
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Gavekal Research
Charles Gave
Feb 09th 2009
The Pound as a Leading Indicator
This document is part of our old archive. It was published on 2009-02-09.You can download it here: GKEconomicGrowth090209.pdf
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Gavekal Research
Anatole Kaletsky
Feb 09th 2009
More Talk than Action out of the UK
This document is part of our old archive. It was published on 2009-02-09.You can download it here: GKBondMarkets090209.pdf
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Gavekal Research
Anatole Kaletsky
Feb 09th 2009
The Bad vs the Good News on Deleveraging
This document is part of our old archive. It was published on 2009-02-09.You can download it here: GKFinancials090209.pdf
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Gavekal Research
Pierre Gave
Feb 09th 2009
How Bad is a Bad Bank
This document is part of our old archive. It was published on 2009-02-09.You can download it here: GKFinancials0902091.pdf
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Gavekal Research
Anatole Kaletsky
Feb 04th 2009
Euro Exit or Default: A Cost-Benefit Analysis
This document is part of our old archive. It was published on 2009-02-04.You can download it here: GKBondMarkets090204.pdf
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Gavekal Research
Research Team
Feb 03rd 2009
GaveKal Daily - Who Gets Punished the Least?
This document is part of our old archive. It was published on 2009-02-03.You can download it here: GKCheckingtheBoxesReports090203.pdf
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