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Gavekal Research
Charles Gave, Anatole Kaletsky, Louis Gave
Dec 29th 2005
Quarterly Strategy Chart Book 1Q06 - The Mid Cycle Slowdown of 2006
This document is part of our old archive. It was published on 2005-12-29.You can download it here: QuarterlyStrategyChartBook1Q06-TheMidCycleSlowdownof2006.pdf
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Gavekal Research
Johan Voss Schrader
Nov 25th 2005
The Swedish Krona is Out in the Cold
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Gavekal Research
Anatole Kaletsky
Nov 21st 2005
The Mystery of Jean-Claude Frankenstein
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Gavekal Research
Anatole Kaletsky
Nov 14th 2005
Germany's Flat Earth Economics
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Gavekal Research
Louis Gave
Nov 09th 2005
Is Growth the Answer & Where Will It Come From?
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Gavekal Research
Anatole Kaletsky
Nov 08th 2005
Outlook for the UK Economy
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Gavekal Research
Louis Gave
Sep 26th 2005
Quarterly Strategy Chart Book - What We Know and What We Would Do About It
This document is part of our old archive. It was published on 2005-09-26.You can download it here: QuarterlyStrategyChartBook-WhatWeKnowandWhatWeWouldDoAboutIt.pdf
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Gavekal Research
Anatole Kaletsky
Sep 19th 2005
A German Joke
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Gavekal Research
Pierre Gave, Louis Gave
Sep 08th 2005
The September Asset Allocation Questions
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Gavekal Research
Anatole Kaletsky
Jul 07th 2005
The Bank of England's Monetary Policy
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Gavekal Research
Anatole Kaletsky
Jun 13th 2005
Divorce Italian Style
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Gavekal Research
Anatole Kaletsky
Jun 13th 2005
Divorce Italian Style
Could the euro break up? Since the launch of the single currency, our answer has always been the same: In theory, a break-up is quite possible, even likely. In practice, it is more or less out of the question, at least in the foreseeable future. Following the French and Dutch referendums, this answer has to be turned on its head. A break-up of the euro is now a very real practical option. In theory, however, it is unnecessary and could easily be...
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Gavekal Research
Charles Gave, Louis Gave
Jun 10th 2005
Quarterly Strategy Chart Book - 3Q05 - What Are Markets Afraid Of?
This document is part of our old archive. It was published on 2005-06-10.You can download it here: QuarterlyStrategyChartBook-3Q05-WhatAreMarketsAfraidOf.pdf
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Gavekal Research
Anatole Kaletsky
May 11th 2005
A Week is a Long Time in Politics
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Gavekal Research
Anatole Kaletsky
Apr 14th 2005
Why a "No" Vote Will Be a Good Result for Europe
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Gavekal Research
Louis Gave
Apr 08th 2005
Economic Reforms Sacrificed for Political Gains
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Gavekal Research
Charles Gave
Mar 03rd 2005
The Writing is on the Wall
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Gavekal Research
Anatole Kaletsky
Jan 26th 2005
Hot Air in Davos
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Gavekal Research
Charles Gave
Jan 26th 2005
The French Stock Market Mystery
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Gavekal Research
Charles Gave, Louis Gave
Jan 12th 2005
Quarterly Strategy Chart Book - First Quarter 2005
This document is part of our old archive. It was published on 2005-01-12.You can download it here: QuarterlyStrategyChartBook-FirstQuarter2005.pdf
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Gavekal Research
Research Team
Nov 15th 2004
Checking the Boxes: Monday November 15th 2004
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Gavekal Research
Anatole Kaletsky
Oct 26th 2004
Britain: The End of the Golden Age
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Gavekal Research
Anatole Kaletsky
Oct 05th 2004
Will Britain Swerve Left?
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Gavekal Research
Charles Gave, Louis Gave
Sep 24th 2004
Quarterly Strategy Chart Book - 4Q04 - A Return to Basics
This document is part of our old archive. It was published on 2004-09-24.You can download it here: QuarterlyStrategyChartBook-4Q04-AReturntoBasics.pdf
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Gavekal Research
Charles Gave
Sep 23rd 2004
Don’t Be Economic Girlie-Men
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Gavekal Research
Charles Gave
Sep 23rd 2004
Don’t Be Economic Girlie-Men
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Gavekal Research
Anatole Kaletsky
Sep 13th 2004
Europe’s Unexpected Remission
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Gavekal Research
Louis Gave, Research Team
Aug 05th 2004
Monthly Indicator Review, August
This document is part of our old archive. It was published on 2004-08-05.You can download it here: MonthlyIndicatorReview,August.pdf
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Gavekal Research
Anatole Kaletsky
Jul 29th 2004
The Silent Demise of the Stagnation Pact
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Gavekal Research
Anatole Kaletsky
Jul 26th 2004
How Red is Brown?
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Gavekal Research
Anatole Kaletsky
Jul 26th 2004
How Red is Brown?
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Gavekal Research
Anatole Kaletsky
Jul 26th 2004
How Red is Brown?
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Gavekal Research
Jul 23rd 2004
Interview with Alain Madelin
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Gavekal Research
Louis Gave
Feb 05th 2004
Monthly GaveKal Indicator Review - February 2004
This document is part of our old archive. It was published on 2004-02-05.You can download it here: MonthlyGaveKalIndicatorReview-February2004.pdf
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Gavekal Research
Charles Gave, Louis Gave
Oct 03rd 2003
Quarterly Strategy Chart Book - What Kind of Investment Environment?
This document is part of our old archive. It was published on 2003-10-03.You can download it here: QuarterlyStrategyChartBook-WhatKindofInvestmentEnvironment.pdf
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Gavekal Research
Anatole Kaletsky
Jul 01st 2003
Anatole's Macro Strategy Summer 2003 Report
This document is part of our old archive. It was published on 2003-07-01.You can download it here: AnatolesMacroStrategySummer2003Report.pdf
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Gavekal Research
Charles Gave, Louis Gave
Jun 30th 2003
Quarterly Strategy Chart Book - The Other Side of the US Current Account Deficit
This document is part of our old archive. It was published on 2003-06-30.You can download it here: QuarterlyStrategyChartBook-TheOtherSideoftheUSCurrentAccountDeficit.pdf
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Gavekal Research
Anatole Kaletsky
Dec 18th 2002
Macro Strategy 2003
This document is part of our old archive. It was published on 2002-12-18.You can download it here: MacroStrategy2003.pdf
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Gavekal Research
Anatole Kaletsky
Dec 18th 2002
Macro Strategy 2003
This document is part of our old archive. It was published on 2002-12-18.You can download it here: Macrostrategy20031.pdf
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Gavekal Research
Louis Gave, Henri Lepage
Dec 16th 2002
A Different Take on the ECB
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Gavekal Research
Charles Gave, Louis Gave
Sep 25th 2002
Quarterly Strategy Chart Book-4Q02
This document is part of our old archive. It was published on 2002-09-25.You can download it here: quarterlystrategychartbook_4Q02.pdf
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Gavekal Research
Charles Gave, Louis Gave
Oct 24th 2001
The Fall of Another Berlin Wall
This document is part of our old archive. It was published on 2001-10-24.You can download it here: ACF91.pdf
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Gavekal Research
Research Team
Jun 01st 2001
Distribution: the WTO effect
This document is part of our old archive. It was published on 2001-06-01.You can download it here: 0090_ceq2001q2_sec3_03distribution.pdf
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Gavekal Research
Charles Gave, Louis Gave
Feb 15th 2001
UK Deflationary Boom
This document is part of our old archive. It was published on 2001-02-15.You can download it here: UK_Deflationary_Boom-February_15th_2001.pdf
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Gavekal Research
Jan 01st 2000
Germany - Indicators vs Imports
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Gavekal Research
Jan 01st 2000
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Gavekal Research
Charles Gave, Louis Gave
Jul 01st 1998
Theoretical Framework For The Analysis Of A Deflationary Boom
The long debacle in Japan, followed by the collapse in the rest of Asia, has been widely covered by a number of excellent commentators. But even for the casual observer there is the strong feeling that the mechanics of the Asians bear markets have been totally different from those of the post World War II bear markets. The Japanese and the Asian problems have very little in common with the troubles experienced in the Keynesian, inflationary...
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