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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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