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    Gavekal Research

    The Current Account Risk

    This document is part of our old archive. It was published on 2008-11-03.You can download it here: GKEconomicGrowth0811031.pdf

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    Gavekal Research

    The Risk of Financial Debt

    This document is part of our old archive. It was published on 2008-11-03.You can download it here: GKFinancials081103.pdf

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    Gavekal Research

    Back to the Plaza Agreement

    This document is part of our old archive. It was published on 2008-10-30.You can download it here: GKEquityMarkets081030.pdf

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    Gavekal Research

    Is it Different This Time

    This document is part of our old archive. It was published on 2008-10-21.You can download it here: IsitDiffrerentThisTime1.pdf

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    Gavekal Research

    A New Conundrum

    This document is part of our old archive. It was published on 2008-10-20.You can download it here: ANewConundrum1.pdf

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    Gavekal Research

    An Update on the Three Exchange Rates

    This document is part of our old archive. It was published on 2008-10-20.You can download it here: AnUpdateontheThreeExchangeRates.pdf

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    Gavekal Research

    The Corporate Bond Market Meltdown

    This document is part of our old archive. It was published on 2008-10-20.You can download it here: TheCorporateBondMarketMeltdown.pdf

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    Gavekal Research

    An Update on Where Things Stand

    This document is part of our old archive. It was published on 2008-10-14.You can download it here: AnUpdateonWhereThingsStand.pdf

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    Gavekal Research

    Back of the Envelope Maths on the Short USD Position

    This document is part of our old archive. It was published on 2008-10-06.You can download it here: BackoftheEnvelopeMathsontheShortUSDPosition.pdf

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    Gavekal Research

    The Fed as a Loan Clearing House

    This document is part of our old archive. It was published on 2008-10-06.You can download it here: TheFedasaLoanClearingHouse.pdf

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    Gavekal Research

    The Dislocation in the Credit Markets

    This document is part of our old archive. It was published on 2008-09-27.You can download it here: TheDislocationintheCreditMarkets.pdf

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    Gavekal Research

    Does Taking on Goldman Make Sense

    This document is part of our old archive. It was published on 2008-09-18.You can download it here: DoesTakingonGoldmanMakeSense.pdf

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    Gavekal Research

    The Mother of All RTM Trades

    This document is part of our old archive. It was published on 2008-09-08.You can download it here: TheMotherofAllRTMTrades.pdf

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    Gavekal Research

    The Next Shoe to Drop

    This document is part of our old archive. It was published on 2008-09-08.You can download it here: TheNextShoetoDrop.pdf

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    Gavekal Research

    Commodities Are Breaking Down - Will CPI Follow

    This document is part of our old archive. It was published on 2008-08-25.You can download it here: CommoditiesAreBreakingDownWillCPIFollow.pdf

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    Gavekal Research

    US Assets Come Back With a Vengeance

    This document is part of our old archive. It was published on 2008-08-25.You can download it here: USAssetsComeBackWithaVengeance.pdf

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    Gavekal Research

    Measuring US Earnings

    This document is part of our old archive. It was published on 2008-08-11.You can download it here: MeasuringUSEarnings.pdf

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    Gavekal Research

    The Muhlenkamp Model

    This document is part of our old archive. It was published on 2008-08-11.You can download it here: TheMuhlenkampModel.pdf

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    Gavekal Research

    The True P/E of the US$ Market

    This document is part of our old archive. It was published on 2008-08-11.You can download it here: TheTruePEoftheUSMarket.pdf

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    Gavekal Research

    Why Do P/Es Vary Structurally?

    This document is part of our old archive. It was published on 2008-08-11.You can download it here: WhyDoPEsVaryStructurally.pdf

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    Gavekal Research

    Global Equities vs German Bonds

    This document is part of our old archive. It was published on 2008-07-28.You can download it here: GlobalEquitiesvsGermanBonds.pdf

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    Gavekal Research

    So Where Should We Buy Our Equities

    This document is part of our old archive. It was published on 2008-07-28.You can download it here: SoWhereShouldWeBuyOurEquities.pdf

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    Gavekal Research

    Destiny Comes After the Third Knock

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

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    Gavekal Research

    A Schizophrenic Economy

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

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    Gavekal Research

    Will the Leviathan Turn on Itself

    This document is part of our old archive. It was published on 2008-06-27.You can download it here: WilltheLeviathanTurnonItself.pdf

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    Gavekal Research

    Jean-Claude Trichet's Chutzpah

    This document is part of our old archive. It was published on 2008-06-13.You can download it here: JeanClaudeTrichetsChutzpah.pdf

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    Gavekal Research

    The Improving US$ Breadth

    This document is part of our old archive. It was published on 2008-06-13.You can download it here: TheImprovingUSBreadth.pdf

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    Gavekal Research

    A Few Remarks on the Discount Rate

    This document is part of our old archive. It was published on 2008-06-03.You can download it here: AFewRemarksontheDiscountRate.pdf

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    Gavekal Research

    How Will Equities Cope with Bond Bear Market?

    This document is part of our old archive. It was published on 2008-06-03.You can download it here: HowWillEquitiesCopewithBondBearMarket.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

    The Dollar's Successful Devaluation

    This document is part of our old archive. It was published on 2008-05-13.You can download it here: TheDollarsSuccessfulDevaluation.pdf

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    Gavekal Research

    The Rise of the Inelastic Price Goods

    This document is part of our old archive. It was published on 2008-05-01.You can download it here: TheRiseisInelasticPriceGoods.pdf

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    Gavekal Research

    On the Terms of Trade

    This document is part of our old archive. It was published on 2008-04-18.You can download it here: OntheTermsofTrade.pdf

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    Gavekal Research

    Speeding Up Our Velocity Indicator

    This document is part of our old archive. It was published on 2008-04-18.You can download it here: SpeedingUpOurVelocityIndicator.pdf

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    Gavekal Research

    Italian Certainties: Debt and Taxes

    This document is part of our old archive. It was published on 2008-04-16.You can download it here: ItalianCertaintiesDebtandTaxes.pdf

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    Gavekal Research

    The US Current Account & Asset Allocation

    This document is part of our old archive. It was published on 2008-04-11.You can download it here: TheUSCurrentAccountAssetAllocation.pdf

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    Gavekal Research

    The Biggest Debtor in the World

    This document is part of our old archive. It was published on 2008-04-11.You can download it here: TheBiggestDebtorintheWorld.pdf

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    Gavekal Research

    A Roadmap for Troubling Times

    This document is part of our old archive. It was published on 2008-04-09.You can download it here: ARoadMapforTroublingTimes1.pdf

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    Gavekal Research

    Spotting the Recession

    This document is part of our old archive. It was published on 2008-03-24.You can download it here: SpottingtheRecession.pdf

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    Gavekal Research

    Is It 1974 All Over Again

    This document is part of our old archive. It was published on 2008-03-10.You can download it here: IsIt1974AllOverAgain.pdf

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    Gavekal Research

    The Dislocation of Credit Markets

    This document is part of our old archive. It was published on 2008-03-10.You can download it here: TheDislocationofCreditMarkets.pdf

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    Gavekal Research

    The Five Infrastucture Investment Phases

    This document is part of our old archive. It was published on 2008-03-10.You can download it here: THeFIveInfrastuctureInvestmentPhases.pdf

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    Gavekal Research

    Is The US Stock Market Cheap or Expensive?

    This document is part of our old archive. It was published on 2008-02-22.You can download it here: IsTheUSStockMarketCheaporExpensive.pdf

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    Gavekal Research

    Pushing On a String?

    This document is part of our old archive. It was published on 2008-02-22.You can download it here: PushingOnaString.pdf

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    Gavekal Research

    The Insurance Companies' Forced Selling

    This document is part of our old archive. It was published on 2008-02-11.You can download it here: TheInsuranceCompaniesForcedSelling.pdf

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    Gavekal Research

    The Proof is In the Pudding

    This document is part of our old archive. It was published on 2008-02-11.You can download it here: TheProofisInthePudding1.pdf

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    Gavekal Research

    A Different Kind Of Central Banking - the US Example

    This document is part of our old archive. It was published on 2008-01-28.You can download it here: ADifferentKindOfCentralBankingtheUSExample.pdf

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    Gavekal Research

    The Love Affair Between Mr Trichet & EMU Rentiers

    This document is part of our old archive. It was published on 2008-01-28.You can download it here: TheLoveAffairBetweenMrTrichetEMURentiers.pdf

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    Gavekal Research

    Who Is Behind the Forced Selling?

    This document is part of our old archive. It was published on 2008-01-28.You can download it here: WhoIsBehindtheForcedSelling.pdf

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    Gavekal Research

    What Should We Read into the Metals’ Weakness?

    This document is part of our old archive. It was published on 2008-01-25.You can download it here: WhatShouldWeReadintotheMetalsWeakness.pdf

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    Gavekal Research

    A Divergence Play?

    This document is part of our old archive. It was published on 2008-01-14.You can download it here: ADivergencePlay.pdf

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    Gavekal Research

    Should We Invest in Jewels or Tools?

    This document is part of our old archive. It was published on 2008-01-14.You can download it here: ShouldWeInvestinJewelsorTools.pdf

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    Gavekal Research

    The Conundrum of the US Monetary Base

    This document is part of our old archive. It was published on 2008-01-14.You can download it here: TheConundrumoftheUSMonetaryBase.pdf

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    Gavekal Research

    The Difference a Decade Makes

    This document is part of our old archive. It was published on 2008-01-14.You can download it here: TheDifferenceaDecadeMakes.pdf

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    Gavekal Research

    The Mess US Banks Are In

    This document is part of our old archive. It was published on 2008-01-14.You can download it here: TheMessUSBanksAreIn.pdf

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    Gavekal Research

    So Are We In A Recession

    This document is part of our old archive. It was published on 2008-01-08.You can download it here: SoAreWeInARecession1.pdf

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    Gavekal Research

    Improving the Fed Model

    This document is part of our old archive. It was published on 2007-12-14.You can download it here: ImprovingtheFedModel.pdf

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    Gavekal Research

    Drivers and Opportunities Behind China's Growth

    This document is part of our old archive. It was published on 2007-12-06.You can download it here: DriversandOpportunitiesBehindChinasGrowth.pdf

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    Gavekal Research

    The All Important Growth Question

    This document is part of our old archive. It was published on 2007-11-23.You can download it here: TheAllImportantGrowthQuestion.pdf

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    Gavekal Research

    Strange Decouplings

    This document is part of our old archive. It was published on 2007-11-16.You can download it here: StrangeDecouplings.pdf

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    Gavekal Research

    Shares Versus Bonds

    This document is part of our old archive. It was published on 2007-11-16.You can download it here: SharesVersusBonds.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

    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

    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

    Hedge Funds Hit the Skids - Part 2

    This document is part of our old archive. It was published on 2007-09-07.You can download it here: HedgeFundsHittheSkidsPart2.pdf

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    Gavekal Research

    In Defence of the Financial Revolution

    This document is part of our old archive. It was published on 2007-09-07.You can download it here: InDefenceoftheFinancialRevolution.pdf

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    Gavekal Research

    On the Availability of Money

    This document is part of our old archive. It was published on 2007-09-07.You can download it here: OntheAvailabilityofMoney.pdf

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    Gavekal Research

    The Fear of Downgrades

    This document is part of our old archive. It was published on 2007-08-23.You can download it here: TheFearofDowngrades.pdf

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    Gavekal Research

    The Mark Twain Theory of Banking is Back

    This document is part of our old archive. It was published on 2007-08-23.You can download it here: TheMarkTwainTheoryofBankingisBack.pdf

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    Gavekal Research

    Three Reasons Why This Liquidity Crisis Was Special

    This document is part of our old archive. It was published on 2007-08-23.You can download it here: ThreeReasonsWhyThisLiquidityCrisisWasSpecial.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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    Gavekal Research

    Does the US Face a Recession?

    This document is part of our old archive. It was published on 2007-08-02.You can download it here: DoestheUSFaceaRecession1.pdf

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    Gavekal Research

    A Breakout of Asian Outperformance?

    This document is part of our old archive. It was published on 2007-07-30.You can download it here: ABreakoutofAsianOutperformance.pdf

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    Gavekal Research

    A Global Reacceleration?

    This document is part of our old archive. It was published on 2007-07-30.You can download it here: AGlobalReacceleration.pdf

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    Gavekal Research

    Global Economic Activity and US Real Bond Yields

    This document is part of our old archive. It was published on 2007-07-30.You can download it here: GlobalEconomicActivityandUSRealBondYields.pdf

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    Gavekal Research

    Reserve Currency & Reserve Accumulation

    This document is part of our old archive. It was published on 2007-07-30.You can download it here: ReserveCurrencyReserveAccumulation.pdf

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    Gavekal Research

    Announcing the Publication of a NEW GaveKal Book - JESUS THE UNKNOWN ECONOMIST

    This document is part of our old archive. It was published on 2007-07-26.You can download it here: AnnouncingthePublicationofaNEWGaveKalBookJESUSTHEU.pdf

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    Gavekal Research

    Hermes Ties, Longines Watches & Subprime Bonds

    This document is part of our old archive. It was published on 2007-07-23.You can download it here: HermesTies,LonginesWatches&SubprimeBonds.pdf

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    Gavekal Research

    Mapping The Four Quadrants

    This is an archive piece. It is also one of Charles' classics - his explication of his Four Quadrants allocation tool. To read, please click below:

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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

    Back to Mrs. Watanabe

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

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    Gavekal Research

    Back to Rentiers & Entrepreneurs

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

    Mapping the Four Quadrants

    This document is part of our old archive. It was published on 2007-06-25.You can download it here: MappingtheFourQuadrants.pdf

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    Gavekal Research

    An End to Pension Fund Selling

    This document is part of our old archive. It was published on 2007-06-21.You can download it here: AnEndtoPensionFundSelling.pdf

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    Gavekal Research

    When to Extend Bond Durations

    This document is part of our old archive. It was published on 2007-06-21.You can download it here: WhentoExtendBondDurations.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

    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

    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

    Earnings Yields vs. Bond Yields

    This document is part of our old archive. It was published on 2007-04-20.You can download it here: EarningsYieldsvs.BondYields.pdf

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    Gavekal Research

    How Sustainable is European Growth?

    This document is part of our old archive. It was published on 2007-04-20.You can download it here: HowSustainableisEuropeanGrowth.pdf

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    Gavekal Research

    The Danger Remains On Rates

    This document is part of our old archive. It was published on 2007-04-20.You can download it here: TheDangerRemainsOnRates.pdf

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    Gavekal Research

    The Odd Rise In Central Bank Reserves

    This document is part of our old archive. It was published on 2007-04-20.You can download it here: TheOddRiseInCentralBankReserves.pdf

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