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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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