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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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