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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

    GaveKal Daily - The US$ Weakening is Not a Crisis

    This document is part of our old archive. It was published on 2008-12-18.You can download it here: GKCheckingtheBoxesReports081218.pdf

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    Gavekal Research

    GaveKal Daily - Quantitative Easing Made Official

    This document is part of our old archive. It was published on 2008-12-17.You can download it here: GKCheckingtheBoxesReports081217.pdf

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    Gavekal Research

    The Fed's Monetary Tsunami

    This document is part of our old archive. It was published on 2008-12-17.You can download it here: GKBondMarkets081217.pdf

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    Gavekal Research

    The Theory of the Unlevered Monetary Base

    This document is part of our old archive. It was published on 2008-12-15.You can download it here: GKFinancials081215.pdf

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    Gavekal Research

    GaveKal Daily - Three Reasons to Sell US Treasuries

    This document is part of our old archive. It was published on 2008-12-11.You can download it here: GKCheckingtheBoxesReports0812111.pdf

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    Gavekal Research

    GaveKal Daily - The US Consumer Catches Some Breaks

    This document is part of our old archive. It was published on 2008-12-05.You can download it here: GKCheckingtheBoxesReports081205.pdf

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    Gavekal Research

    Quantitative Easing

    This document is part of our old archive. It was published on 2008-12-02.You can download it here: GKLiquidityGrowth081202.pdf

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    Gavekal Research

    Will Quantitative Easing Lead to Inflation?

    This document is part of our old archive. It was published on 2008-12-02.You can download it here: GKInflationDeflation081202.pdf

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    Gavekal Research

    Housing and Demographics

    This document is part of our old archive. It was published on 2008-12-02.You can download it here: GKFinancials081202.pdf

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    Gavekal Research

    Why the Markets Bounced

    This document is part of our old archive. It was published on 2008-12-02.You can download it here: GKEquityMarkets0812021.pdf

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    Gavekal Research

    GaveKal Daily - A Bold Move by the Fed

    This document is part of our old archive. It was published on 2008-11-26.You can download it here: GKCheckingtheBoxesReports0811261.pdf

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    Gavekal Research

    The Double Liquidity Crisis

    This document is part of our old archive. It was published on 2008-11-18.You can download it here: GKBondMarkets081118.pdf

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    Gavekal Research

    GaveKal Daily - The Correction in Global Trade

    This document is part of our old archive. It was published on 2008-11-14.You can download it here: GKCheckingtheBoxesReports0811141.pdf

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    Gavekal Research

    Tilting From Fear Back to Greed

    This document is part of our old archive. It was published on 2008-11-07.You can download it here: GKEquityMarkets081107.pdf

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    Gavekal Research

    Obama's Recovery

    This document is part of our old archive. It was published on 2008-11-07.You can download it here: ObamasRecovery.pdf

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    Gavekal Research

    What the Next President Might Do

    This document is part of our old archive. It was published on 2008-11-04.You can download it here: GKEconomicGrowth081104.pdf

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    Gavekal Research

    A Very Different Crisis From the Expected One

    This document is part of our old archive. It was published on 2008-11-03.You can download it here: GKStructuralIssues081103.pdf

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    Gavekal Research

    The Carry Trade Risk

    This document is part of our old archive. It was published on 2008-11-03.You can download it here: GKEquityMarkets081103.pdf

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    Gavekal Research

    US Services Will Be in Demand

    This document is part of our old archive. It was published on 2008-11-03.You can download it here: GKEconomicGrowth0811032.pdf

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