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    Gavekal Research

    Misleading Averages

    This document is part of our old archive. It was published on 2010-11-16.You can download it here: GKFiveCorners1011161.pdf

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    Gavekal Research

    The Real Imbalance in the System

    This document is part of our old archive. It was published on 2010-11-16.You can download it here: GKFiveCorners1011165.pdf

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    Gavekal Research

    What If Ireland Taps the EU Emergency Fund?

    This document is part of our old archive. It was published on 2010-11-12.You can download it here: GKAdHocComment101112.pdf

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    Gavekal Research

    Policy Mix and Volatility

    This document is part of our old archive. It was published on 2010-11-03.You can download it here: GKFiveCorners101103.pdf

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    Gavekal Research

    The Business of America is Business

    This document is part of our old archive. It was published on 2010-11-03.You can download it here: GKFiveCorners1011031.pdf

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    Gavekal Research

    The Circle of Manipulation Lives On

    This document is part of our old archive. It was published on 2010-10-19.You can download it here: GKDailyReport101019.pdf

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    Gavekal Research

    Has the Euro Proven Itself?

    This document is part of our old archive. It was published on 2010-10-19.You can download it here: GKAdHocComment101019.pdf

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    Gavekal Research

    Debasing the Currency & Risk Premiums

    This document is part of our old archive. It was published on 2010-10-05.You can download it here: GKFiveCorners1010053.pdf

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    Gavekal Research

    The Dangers of the Financial & Housing Complex

    This document is part of our old archive. It was published on 2010-10-05.You can download it here: GKFiveCorners1010055.pdf

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    Gavekal Research

    The Morality of Chinese Growth

    This document is part of our old archive. It was published on 2010-09-24.You can download it here: GKAdHocComment100924.pdf

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    Gavekal Research

    An Earnings Bull Market

    This document is part of our old archive. It was published on 2010-09-20.You can download it here: GKFiveCorners1009201.pdf

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    Gavekal Research

    The End of the Political Market for Votes?

    This document is part of our old archive. It was published on 2010-09-20.You can download it here: GKFiveCorners1009204.pdf

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    Gavekal Research

    Ricardian Growth, Schumpeterian Growth & the Cost of Capital

    This document is part of our old archive. It was published on 2010-09-15.You can download it here: GKAdHocComment100915.pdf

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    Gavekal Research

    How the World Works

    This document is part of our old archive. It was published on 2010-09-10.You can download it here: GKAdHocComment1009101.pdf

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    Gavekal Research

    Is Inflation Really Dead?

    This document is part of our old archive. It was published on 2010-09-06.You can download it here: GKFiveCorners1009063.pdf

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    Gavekal Research

    MUST READ - Markets Are Pricing in the 'New Normal'

    This document is part of our old archive. It was published on 2010-08-18.You can download it here: GKAdHocComment1008181.pdf

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    Gavekal Research

    Is the US Current Account At a Turning Point?

    This document is part of our old archive. It was published on 2010-08-06.You can download it here: GKAdHocComment100806.pdf

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    Gavekal Research

    Arithmetic View of Economics Will Lead to Disaster

    This document is part of our old archive. It was published on 2010-07-26.You can download it here: GKFiveCorners100726.pdf

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    Gavekal Research

    No Double-Dip In Sight

    This document is part of our old archive. It was published on 2010-07-26.You can download it here: GKFiveCorners1007263.pdf

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    Gavekal Research

    Why Keynesian Policies are Doomed to Fail

    This document is part of our old archive. It was published on 2010-07-26.You can download it here: GKFiveCorners1007264.pdf

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    Gavekal Research

    A Little Bit of a Conceptual Problem

    This document is part of our old archive. It was published on 2010-07-12.You can download it here: GKFiveCorners1007121.pdf

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    Gavekal Research

    Time for a Rally

    This document is part of our old archive. It was published on 2010-07-12.You can download it here: GKFiveCorners1007124.pdf

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    Gavekal Research

    What is Normal Anyway?

    This document is part of our old archive. It was published on 2010-07-12.You can download it here: GKFiveCorners1007125.pdf

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    Gavekal Research

    Assets to Own in a Triple Merit Boom

    This document is part of our old archive. It was published on 2010-07-08.You can download it here: GKFiveCorners1007081.pdf

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    Gavekal Research

    Euro Purchasing Power vs Asian FX

    This document is part of our old archive. It was published on 2010-07-05.You can download it here: GKFiveCorners1007051.pdf

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    Gavekal Research

    On Euro Purchasing Power

    This document is part of our old archive. It was published on 2010-07-05.You can download it here: GKFiveCorners1007052.pdf

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    Gavekal Research

    A New Asset Class?

    This document is part of our old archive. It was published on 2010-06-28.You can download it here: GKFiveCorners1006281.pdf

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    Gavekal Research

    On Rebalancing: No Pain, No Gain

    This document is part of our old archive. It was published on 2010-06-28.You can download it here: GKFiveCorners1006285.pdf

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    Gavekal Research

    Managing Money in a Solvency Crisis

    This document is part of our old archive. It was published on 2010-06-01.You can download it here: GKFiveCorners1006014.pdf

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    Gavekal Research

    Oil, Inflation and Asian Equities

    This document is part of our old archive. It was published on 2010-05-25.You can download it here: GKFiveCorners1005253.pdf

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    Gavekal Research

    Is it Time to Reduce the EMU Underweighting?

    This document is part of our old archive. It was published on 2010-05-17.You can download it here: GKFiveCorners1005173.pdf

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    Gavekal Research

    Where Will the Risk Re-Emerge?

    This document is part of our old archive. It was published on 2010-05-12.You can download it here: GKAdHocComment100512.pdf

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    Gavekal Research

    MUST READ: Was the Demise of the Soviet Union a Negative Event?

    This document is part of our old archive. It was published on 2010-04-30.You can download it here: GKAdHocComment100430.pdf

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    Gavekal Research

    Real Rates & The Euro-US$

    This document is part of our old archive. It was published on 2010-04-19.You can download it here: GKFiveCorners1004192.pdf

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    Gavekal Research

    The Puzzling Convergence of Real Rates

    This document is part of our old archive. It was published on 2010-04-19.You can download it here: GKFiveCorners1004193.pdf

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    Gavekal Research

    A Simple Decision Process for the Yen-US$ Exchange Rate

    This document is part of our old archive. It was published on 2010-04-12.You can download it here: GKFiveCorners1004125.pdf

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    Gavekal Research

    The Crowding-Out Factor

    This document is part of our old archive. It was published on 2010-03-30.You can download it here: GKAdHocComment1003301.pdf

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    Gavekal Research

    The Euro Exchange Standard

    This document is part of our old archive. It was published on 2010-03-24.You can download it here: GKFiveCorners1003243.pdf

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    Gavekal Research

    US Relative Performances & the US Current Account

    This document is part of our old archive. It was published on 2010-03-08.You can download it here: GKFiveCorners1003085.pdf

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    Gavekal Research

    The Return of the Bond Market Vigilantes

    This document is part of our old archive. It was published on 2010-02-22.You can download it here: GKFiveCorners1002225.pdf

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    Gavekal Research

    Who Will Finance Europe's Weaker Governments?

    This document is part of our old archive. It was published on 2010-02-22.You can download it here: GKFiveCorners1002226.pdf

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    Gavekal Research

    It's All About the Terms of Trade

    This document is part of our old archive. It was published on 2010-02-08.You can download it here: GKFiveCorners1002083.pdf

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    Gavekal Research

    The Price of Big Government

    This document is part of our old archive. It was published on 2010-02-08.You can download it here: GKFiveCorners1002084.pdf

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    Gavekal Research

    Shorting the Fed

    This document is part of our old archive. It was published on 2010-01-25.You can download it here: GKFiveCorners1001252.pdf

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    Gavekal Research

    The Canary in the Cuckoo Clock

    This document is part of our old archive. It was published on 2010-01-25.You can download it here: GKFiveCorners1001254.pdf

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    Gavekal Research

    Bank Loans, Economic Growth & the Bond Market

    This document is part of our old archive. It was published on 2010-01-11.You can download it here: GKDailyReport1001111.pdf

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    Gavekal Research

    German or US Bonds?

    This document is part of our old archive. It was published on 2010-01-11.You can download it here: GKFiveCorners1001114.pdf

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    Gavekal Research

    Ricardo, Schumpeter or Malthus?

    This document is part of our old archive. It was published on 2009-12-14.You can download it here: GKFiveCorners0912143.pdf

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    Gavekal Research

    Gold and Central Bank Reserves

    This document is part of our old archive. It was published on 2009-11-30.You can download it here: GKFiveCorners0911304.pdf

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    Gavekal Research

    The Third Decline of the US$

    This document is part of our old archive. It was published on 2009-11-30.You can download it here: GKFiveCorners0911307.pdf

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