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    Gavekal Research

    The Culture Code

    This document is part of our old archive. It was published on 2009-11-17.You can download it here: GKFiveCorners0911173.pdf

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    Gavekal Research

    DRAM Wars

    This document is part of our old archive. It was published on 2009-10-12.You can download it here: GKFiveCorners0910122.pdf

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    Gavekal Research

    The Fed's Exit Strategy

    This document is part of our old archive. It was published on 2009-09-07.You can download it here: GKAdHocComment0909071.pdf

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    Gavekal Research

    Measuring Risk in an Era of Big Government

    This document is part of our old archive. It was published on 2009-08-24.You can download it here: GKFiveCorners0908245.pdf

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    Gavekal Research

    Enter the Highest Minimum Wage Since 1983

    This document is part of our old archive. It was published on 2009-07-29.You can download it here: GKFiveCorners090729.pdf

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    Gavekal Research

    The Great Moderation Depends on Flexible Labor

    This document is part of our old archive. It was published on 2009-06-30.You can download it here: GKFiveCorners0906307.pdf

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    Gavekal Research

    Why is Broad Money Still Soaring, in a Credit Crisis?

    This document is part of our old archive. It was published on 2009-06-17.You can download it here: GKFiveCorners0906175.pdf

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    Gavekal Research

    The Great US Consumption Binge Was All Healthcare

    This document is part of our old archive. It was published on 2009-06-01.You can download it here: GKFiveCorners0906014.pdf

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    Gavekal Research

    Where to Stand When the Debt Gets Monetized

    This document is part of our old archive. It was published on 2009-05-18.You can download it here: GKFiveCorners0905187.pdf

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    Gavekal Research

    The Belated Bust in US Manufacturing Capacity

    This document is part of our old archive. It was published on 2009-04-07.You can download it here: GKFiveCorners0904071.pdf

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    Gavekal Research

    The Yen's Current Driver--Economic Growth

    This document is part of our old archive. It was published on 2009-03-24.You can download it here: GKFiveCorners0903245.pdf

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    Gavekal Research

    Tech-A Call Option on Growth

    This document is part of our old archive. It was published on 2009-03-10.You can download it here: GKEquityMarkets090310.pdf

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    Gavekal Research

    Starting the Printing Press in Earnest

    This document is part of our old archive. It was published on 2009-01-09.You can download it here: GKLiquidityGrowth090109.pdf

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    Gavekal Research

    Limited Upside, Unlimited Risk

    This document is part of our old archive. It was published on 2008-12-23.You can download it here: GKBondMarkets081223.pdf

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    Gavekal Research

    The Revolution

    This document is part of our old archive. It was published on 2008-09-05.You can download it here: GKFiveCorners09050522.pdf

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    Gavekal Research

    GaveKal Daily Checking the Boxes - Monday April 28 2008

    This document is part of our old archive. It was published on 2008-04-28.You can download it here: GaveKalDailyCheckingtheBoxesMondayApril282008.pdf

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