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    Gavekal Research

    Fear of Recession - Part II

    This document is part of our old archive. It was published on 2008-06-27.You can download it here: FearofRecessionPartII.pdf

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    Gavekal Research

    The Current Oil Shock

    This document is part of our old archive. It was published on 2008-06-27.You can download it here: TheCurrentOilShock.pdf

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    Gavekal Research

    Asia's Crowded Trades Unwind

    This document is part of our old archive. It was published on 2008-06-13.You can download it here: AsiasCrowdedTradesUnwind.pdf

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    Gavekal Research

    Improving US Data

    This document is part of our old archive. It was published on 2008-06-13.You can download it here: ImprovingUSData.pdf

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    Gavekal Research

    The Improving US$ Breadth

    This document is part of our old archive. It was published on 2008-06-13.You can download it here: TheImprovingUSBreadth.pdf

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    Gavekal Research

    Deja Vu All Over Again

    This document is part of our old archive. You can download it by clicking the PDF button above.

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    Gavekal Research

    A "Plan B" For Oil?

    This document is part of our old archive. It was published on 2008-06-12.You can download it here: APlanBForOil.pdf

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    Gavekal Research

    A Few Remarks on the Discount Rate

    This document is part of our old archive. It was published on 2008-06-03.You can download it here: AFewRemarksontheDiscountRate.pdf

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    Gavekal Research

    Lies, Damned Lies & House Price Statistics

    This document is part of our old archive. It was published on 2008-06-03.You can download it here: LiesDamnedLiesHousePriceStatistics.pdf

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    Gavekal Research

    A Roadmap for Troubling Times--by Louis-Vincent Gave

    This document is part of our old archive. It was published on 2008-05-20.You can download it here: ARoadmapforTroublingTimesbyLouisVincentGave.pdf

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    Gavekal Research

    Quarterly Strategy Chart Book - 3Q08 - The Purpose of a Bear Market

    This document is part of our old archive. It was published on 2008-05-15.You can download it here: QuarterlyStrategyChartBook3Q08ThePurposeofaBearMar1.pdf

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    Gavekal Research

    The Dollar's Successful Devaluation

    This document is part of our old archive. It was published on 2008-05-13.You can download it here: TheDollarsSuccessfulDevaluation.pdf

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    Gavekal Research

    New Valuation Tools

    This document is part of our old archive. It was published on 2008-05-06.You can download it here: NewValuationTools1.pdf

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    Gavekal Research

    The Turn in Labor Costs

    This document is part of our old archive. It was published on 2008-05-06.You can download it here: TheTurninLaborCosts.pdf

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    Gavekal Research

    The Four Momentum Trades

    This document is part of our old archive. It was published on 2008-05-01.You can download it here: TheFourMomentumTrades.pdf

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    Gavekal Research

    Watch Out for the Container Squeeze

    This document is part of our old archive. It was published on 2008-04-25.You can download it here: WatchOurfortheContainerSqueeze.pdf

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    Gavekal Research

    On the Terms of Trade

    This document is part of our old archive. It was published on 2008-04-18.You can download it here: OntheTermsofTrade.pdf

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    Gavekal Research

    What's Really Going On With US Trade

    This document is part of our old archive. It was published on 2008-04-18.You can download it here: WhatsReallyGoingOnWithUSTrade.pdf

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    Gavekal Research

    A US Recession? Not on the Job Market...

    This document is part of our old archive. It was published on 2008-04-11.You can download it here: AUSRecessionNotontheJobMarket1.pdf

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    Gavekal Research

    Recessionor a Mid-Cycle Slowdown? Does It Matter?

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

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