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    Gavekal Research

    We Remain Bullish US Equities

    This document is part of our old archive. It was published on 2006-11-13.You can download it here: WeRemainBullishUSEquities.pdf

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    Gavekal Research

    And Tax Cuts That Did Work

    This document is part of our old archive. It was published on 2006-10-17.You can download it here: AndTaxCutsThatDidWork.pdf

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    Gavekal Research

    Tax Increases That Won't Work

    This document is part of our old archive. It was published on 2006-10-17.You can download it here: TaxIncreasesThatWontWork.pdf

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    Gavekal Research

    Another Reason to Buy Large Caps

    This document is part of our old archive. It was published on 2006-10-05.You can download it here: AnotherReasontoBuyLargeCaps1.pdf

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    Gavekal Research

    Inverted Yield Curves and Recessions

    This document is part of our old archive. It was published on 2006-10-03.You can download it here: InvertedYieldCurvesandRecessions.pdf

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    Gavekal Research

    Reforming Governments and Booming Productivity

    This document is part of our old archive. It was published on 2006-10-03.You can download it here: ReformingGovernmentsandBoomingProductivity.pdf

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    Gavekal Research

    What Do We Buy in the Deflationary Boom?

    This document is part of our old archive. It was published on 2006-10-03.You can download it here: WhatDoWeBuyintheDeflationaryBoom.pdf

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    Gavekal Research

    Reaping the Rewards of the Deflationary Boom - Quarterly Strategy Chart Book 4Q06

    This document is part of our old archive. It was published on 2006-09-21.You can download it here: ReapingtheRewardsoftheDeflationaryBoom-QuarterlyStrategyChartBook4Q06.pdf

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    Gavekal Research

    Why Are Shares So Cheap?

    This document is part of our old archive. It was published on 2006-09-18.You can download it here: WhyAreSharesSoCheap.pdf

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    Gavekal Research

    Five Corners-Volume 7 Issue 18

    This document is part of our old archive. It was published on 2006-09-17.You can download it here: ResendofFiveCorners-Volume7Issue181.pdf

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    Gavekal Research

    Housing & US Current Account Deficit

    This document is part of our old archive. It was published on 2006-09-04.You can download it here: Housing&USCurrentAccountDeficit.pdf

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    Gavekal Research

    US vs EAFE

    This document is part of our old archive. It was published on 2006-09-04.You can download it here: USvsEAFE.pdf

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    Gavekal Research

    US Current Account Deficits & Liquidity Squeezes

    This document is part of our old archive. It was published on 2006-09-04.You can download it here: USCurrentAccountDeficits&LiquiditySqueezes.pdf

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    Gavekal Research

    Will The Malthusian View on Oil Carry the Day

    This document is part of our old archive. It was published on 2006-08-25.You can download it here: WillTheMalthusianViewonOilCarrytheDay.pdf

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    Gavekal Research

    Short Rate Differentials and the US$

    This document is part of our old archive. It was published on 2006-08-10.You can download it here: ShortRateDifferentialsandtheUS$.pdf

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    Gavekal Research

    The Market Does Not Buy the Inflation Scare

    This document is part of our old archive. It was published on 2006-08-10.You can download it here: TheMarketDoesNotBuytheInflationScare.pdf

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    Gavekal Research

    Three Charts and an Odd Situation

    This document is part of our old archive. It was published on 2006-08-10.You can download it here: ThreeChartsandanOddSituation.pdf

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    Gavekal Research

    A Barbell Portfolio

    This document is part of our old archive. It was published on 2006-08-10.You can download it here: ABarbellPortfolio.pdf

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    Gavekal Research

    Corporate Profits & Rising Labor Costs in Japan

    This document is part of our old archive. It was published on 2006-07-20.You can download it here: CorporateProfits&RisingLaborCostsinJapan.pdf

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    Gavekal Research

    Creative Accounting, Over-Earnings, etc

    This document is part of our old archive. It was published on 2006-07-07.You can download it here: CreativeAccounting,Over-Earnings,etc.pdf

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