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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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    Gavekal Research

    Back To Food Prices

    This document is part of our old archive. It was published on 2007-04-11.You can download it here: BackToFoodPrices.pdf

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    Gavekal Research

    Divergent US and International Liquidity Flows

    This document is part of our old archive. It was published on 2007-04-11.You can download it here: DivergentUSandInternationalLiquidityFlows.pdf

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    Gavekal Research

    Is A Recession Likely in the US?

    This document is part of our old archive. It was published on 2007-04-11.You can download it here: IsARecessionLikelyintheUS1.pdf

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