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    Gavekal Research

    The Mess US Banks Are In

    This document is part of our old archive. It was published on 2008-01-14.You can download it here: TheMessUSBanksAreIn.pdf

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    Gavekal Research

    So Are We In A Recession

    This document is part of our old archive. It was published on 2008-01-08.You can download it here: SoAreWeInARecession1.pdf

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    Gavekal Research

    Improving the Fed Model

    This document is part of our old archive. It was published on 2007-12-14.You can download it here: ImprovingtheFedModel.pdf

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    Gavekal Research

    Drivers and Opportunities Behind China's Growth

    This document is part of our old archive. It was published on 2007-12-06.You can download it here: DriversandOpportunitiesBehindChinasGrowth.pdf

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    Gavekal Research

    The All Important Growth Question

    This document is part of our old archive. It was published on 2007-11-23.You can download it here: TheAllImportantGrowthQuestion.pdf

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    Gavekal Research

    Strange Decouplings

    This document is part of our old archive. It was published on 2007-11-16.You can download it here: StrangeDecouplings.pdf

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    Gavekal Research

    Shares Versus Bonds

    This document is part of our old archive. It was published on 2007-11-16.You can download it here: SharesVersusBonds.pdf

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    Gavekal Research

    More On the US Current Account Deficit

    This document is part of our old archive. It was published on 2007-10-22.You can download it here: MoreOntheUSCurrentAccountDeficit.pdf

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    Gavekal Research

    US Trade Turns Positive

    This document is part of our old archive. It was published on 2007-10-18.You can download it here: USTradeTurnsPositive.pdf

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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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    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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    Gavekal Research

    Why Make It Simple When It Can Be Complicated?

    This document is part of our old archive. It was published on 2007-03-26.You can download it here: WhyMakeItSimpleWhenItCanBeComplicated1.pdf

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    Gavekal Research

    Breaking the Rules

    This document is part of our old archive. It was published on 2007-03-23.You can download it here: BreakingtheRules.pdf

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    Gavekal Research

    Changes in the Global Liquidity Environment?

    This document is part of our old archive. It was published on 2007-03-23.You can download it here: ChangesintheGlobalLiquidityEnvironment.pdf

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    Gavekal Research

    The Breakdown in the Yen-Euro

    This document is part of our old archive. It was published on 2007-03-23.You can download it here: TheBreakdownintheYen-Euro.pdf

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    Gavekal Research

    Charles' Take On the French Presidential Election

    This document is part of our old archive. It was published on 2007-03-08.You can download it here: CharlesTakeOntheFrenchPresidentialElection1.pdf

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    Gavekal Research

    Charles' Take On the Recent Sell-Off

    This document is part of our old archive. It was published on 2007-03-08.You can download it here: CharlesTakeOntheRecentSell-Off.pdf

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    Gavekal Research

    The Real Question is Valuations

    This document is part of our old archive. It was published on 2007-03-08.You can download it here: TheRealQuestionisValuations.pdf

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    Gavekal Research

    Another Explanation to the Odd Dichotomy

    This document is part of our old archive. It was published on 2007-02-26.You can download it here: AnotherExplanationtotheOddDichotomy.pdf

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    Gavekal Research

    The Real Carry Trade Player - Mrs. Watanabe

    This document is part of our old archive. It was published on 2007-02-26.You can download it here: TheRealCarryTradePlayer-Mrs.Watanabe.pdf

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    Gavekal Research

    Explaining The Drop of Volatility of Growth

    This document is part of our old archive. It was published on 2007-02-09.You can download it here: ExplainingTheDropofVolatilityofGrowth.pdf

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    Gavekal Research

    Squeezing Oil & Growth?

    This document is part of our old archive. It was published on 2007-02-09.You can download it here: SqueezingOil&Growth.pdf

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    Gavekal Research

    The Continuing Boom

    This document is part of our old archive. It was published on 2007-02-09.You can download it here: TheContinuingBoom.pdf

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    Gavekal Research

    Something's Gotta Give

    This document is part of our old archive. It was published on 2007-01-12.You can download it here: SomethingsGottaGive1.pdf

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    Gavekal Research

    Falling Volatility & Monetary Policy

    This document is part of our old archive. It was published on 2006-12-13.You can download it here: FallingVolatility&MonetaryPolicy.pdf

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    Gavekal Research

    More On Earnings Yields

    This document is part of our old archive. It was published on 2006-11-30.You can download it here: MoreOnEarningsYields.pdf

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    Gavekal Research

    On Dividends

    This document is part of our old archive. It was published on 2006-11-30.You can download it here: OnDividends.pdf

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    Gavekal Research

    We Remain Bullish HK Equities

    This document is part of our old archive. It was published on 2006-11-14.You can download it here: WeRemainBullishHKEquities.pdf

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    Gavekal Research

    And We Also Remain Bullish On HK Equities

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

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    Gavekal Research

    Something's Gotta Give

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

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    Gavekal Research

    Things Are Different This Time

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

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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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    Gavekal Research

    Economic Illiteracy

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

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    Gavekal Research

    Monitoring Money Growth in the US

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

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    Gavekal Research

    A Review of US Monetary Policy

    This document is part of our old archive. It was published on 2006-07-05.You can download it here: AReviewofUSMonetaryPolicy.pdf

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    Gavekal Research

    The Drivers of Volatility

    This document is part of our old archive. It was published on 2006-06-26.You can download it here: TheDriversofVolatility.pdf

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    Gavekal Research

    Quarterly Strategy Report 3Q06 - A Different Investment Environment

    This document is part of our old archive. It was published on 2006-06-21.You can download it here: QuarterlyStrategyReport3Q06-ADifferentInvestsmentEnvironment.pdf

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    Gavekal Research

    A Shaky Second Pillar - A US Consumer of Last Resort

    This document is part of our old archive. It was published on 2006-06-13.You can download it here: AShakySecondPillar-AUSConsumerofLastResort.pdf

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    Gavekal Research

    A Wobbly Third Pillar - The Asian Saving Glut

    This document is part of our old archive. It was published on 2006-06-13.You can download it here: AWobblyThirdPillar-TheAsianSavingGlut.pdf

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    Gavekal Research

    Five Corners - Volume 7- Issue 12 - June 12th 2006

    This document is part of our old archive. It was published on 2006-06-12.You can download it here: REPOSTFiveCorners-Volume7-Issue12-June12th2006.pdf

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    Gavekal Research

    Japan Keeps the ZIRP - JGBs Will Rally

    This document is part of our old archive. It was published on 2006-05-29.You can download it here: JapanKeepstheZIRP-JGBsWillRally.pdf

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    Gavekal Research

    More Fools than Money - The German Bond Indicator

    This document is part of our old archive. It was published on 2006-05-29.You can download it here: MoreFoolsthanMoney-TheGermanBondIndicator.pdf

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    Gavekal Research

    The Leverage in the System & the Weak US$

    This document is part of our old archive. It was published on 2006-05-18.You can download it here: TheLeverageintheSystem&theWeakUS$1.pdf

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