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Gavekal Research
François-Xavier Chauchat
Feb 25th 2010
An Attempt to Think Through the Greek Crisis
This document is part of our old archive. It was published on 2010-02-25.You can download it here: GKAdHocComment1002251.pdf
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Gavekal Research
Research Team
Feb 24th 2010
GaveKal Daily - An Important Difference Between Europe and the US
This document is part of our old archive. It was published on 2010-02-24.You can download it here: GKDailyReport1002241.pdf
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Gavekal Research
Research Team
Feb 23rd 2010
GaveKal Daily - The Circle of Manipulation Comes to an End - But What Happens Next?
This document is part of our old archive. It was published on 2010-02-23.You can download it here: GKDailyReport100223.pdf
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Gavekal Research
Feb 22nd 2010
Another Type of Decoupling
This document is part of our old archive. It was published on 2010-02-22.You can download it here: GKFiveCorners1002221.pdf
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Gavekal Research
Charles Gave
Feb 22nd 2010
The Return of the Bond Market Vigilantes
This document is part of our old archive. It was published on 2010-02-22.You can download it here: GKFiveCorners1002225.pdf
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Gavekal Research
Charles Gave
Feb 22nd 2010
Who Will Finance Europe's Weaker Governments?
This document is part of our old archive. It was published on 2010-02-22.You can download it here: GKFiveCorners1002226.pdf
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Gavekal Research
Conor Colwell, Research Team
Feb 19th 2010
Solar Energy: A Broad Assessment of its Potential
This document is part of our old archive. It was published on 2010-02-19.You can download it here: GKAdHocComment1002191.pdf
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Gavekal Research
Research Team
Feb 18th 2010
GaveKal Daily - Renewed Upswing in the US Dollar
This document is part of our old archive. It was published on 2010-02-18.You can download it here: GKDailyReport1002181.pdf
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Gavekal Research
Research Team
Feb 11th 2010
GaveKal Daily - Rhett Butler's Trade
This document is part of our old archive. It was published on 2010-02-11.You can download it here: GKDailyReport100211.pdf
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Gavekal Research
Research Team
Feb 10th 2010
GaveKal Daily - Must Read: The Death of an Idea and its Consequences
This document is part of our old archive. It was published on 2010-02-10.You can download it here: GKDailyReport100210.pdf
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Gavekal Research
Research Team
Feb 09th 2010
GaveKal Daily -- Would a Greek Default Be a Lehman-like Event?
This document is part of our old archive. It was published on 2010-02-09.You can download it here: GKDailyReport100209.pdf
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Gavekal Research
Research Team
Feb 08th 2010
GaveKal Daily - Central Bankers Pause as Deflation Risks Return
This document is part of our old archive. It was published on 2010-02-08.You can download it here: GKDailyReport100208.pdf
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Gavekal Research
François-Xavier Chauchat
Feb 08th 2010
France Needs More Rigueur
This document is part of our old archive. It was published on 2010-02-08.You can download it here: GKFiveCorners1002082.pdf
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Gavekal Research
Charles Gave
Feb 08th 2010
It's All About the Terms of Trade
This document is part of our old archive. It was published on 2010-02-08.You can download it here: GKFiveCorners1002083.pdf
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Gavekal Research
Charles Gave
Feb 08th 2010
The Price of Big Government
This document is part of our old archive. It was published on 2010-02-08.You can download it here: GKFiveCorners1002084.pdf
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Gavekal Research
Research Team
Feb 05th 2010
GaveKal Daily - You Never Know When You Have Had Enough
This document is part of our old archive. It was published on 2010-02-05.You can download it here: GKDailyReport1002051.pdf
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Gavekal Research
Research Team
Feb 04th 2010
GaveKal Daily - Is the EC Hoping for a Weak Euro to Save the Day?
This document is part of our old archive. It was published on 2010-02-04.You can download it here: GKDailyReport100204.pdf
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Gavekal Research
Research Team
Feb 03rd 2010
The Italian Job
This document is part of our old archive. It was published on 2010-02-03.You can download it here: GKAdHocComment1002032.pdf
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Gavekal Research
Research Team
Feb 03rd 2010
The Question Europe Needs to Answer
This document is part of our old archive. It was published on 2010-02-03.You can download it here: GKAdHocComment1002034.pdf
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Gavekal Research
Research Team
Feb 02nd 2010
GaveKal Energy Weekly - Peak Demand Comes to the Fore
This document is part of our old archive. It was published on 2010-02-02.You can download it here: GKEnergyWeekly100202.pdf
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Gavekal Research
Research Team
Feb 01st 2010
GaveKal Daily - Tough Questions to Answer
This document is part of our old archive. It was published on 2010-02-01.You can download it here: GKDailyReport1002011.pdf
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Gavekal Research
Research Team
Jan 29th 2010
GaveKal Daily - Is Europe Reaching Its Thai Crisis Moment?
This document is part of our old archive. It was published on 2010-01-29.You can download it here: GKDailyReport1001291.pdf
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Gavekal Research
Research Team
Jan 26th 2010
GaveKal Daily - Not Out of Woods Yet on Sovereign Risks
This document is part of our old archive. It was published on 2010-01-26.You can download it here: GKDailyReport1001261.pdf
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Gavekal Research
Research Team
Jan 25th 2010
GaveKal Daily - Too Many Uncertainties for Equity Markets?
This document is part of our old archive. It was published on 2010-01-25.You can download it here: GKDailyReport100125.pdf
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Gavekal Research
François-Xavier Chauchat
Jan 25th 2010
Europe and the SAP Recession
This document is part of our old archive. It was published on 2010-01-25.You can download it here: GKFiveCorners1001251.pdf
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Gavekal Research
Charles Gave
Jan 25th 2010
The Canary in the Cuckoo Clock
This document is part of our old archive. It was published on 2010-01-25.You can download it here: GKFiveCorners1001254.pdf
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Gavekal Research
Research Team
Jan 15th 2010
GaveKal Daily - Will Germany Come Through for Europe?
This document is part of our old archive. It was published on 2010-01-15.You can download it here: GKDailyReport1001151.pdf
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Gavekal Research
Will Denyer
Jan 11th 2010
Bernanke & Trichet's Monetary Policy Experiments
This document is part of our old archive. It was published on 2010-01-11.You can download it here: GKFiveCorners1001113.pdf
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Gavekal Research
Charles Gave
Jan 11th 2010
German or US Bonds?
This document is part of our old archive. It was published on 2010-01-11.You can download it here: GKFiveCorners1001114.pdf
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Gavekal Research
Pierre Gave
Jan 11th 2010
The German Word of the Year
This document is part of our old archive. It was published on 2010-01-11.You can download it here: GKFiveCorners1001116.pdf
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Gavekal Research
Research Team
Jan 06th 2010
GaveKal Daily - The Implications of Iceland's Referendum
This document is part of our old archive. It was published on 2010-01-06.You can download it here: GKDailyReport1001062.pdf
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Gavekal Research
Research Team
Jan 05th 2010
GaveKal Daily - Coming Shifts in Global Monetary Stances?
This document is part of our old archive. It was published on 2010-01-05.You can download it here: GKDailyReport100105.pdf
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Gavekal Research
Research Team
Dec 16th 2009
GaveKal Daily - A Greek Tragedy
This document is part of our old archive. It was published on 2009-12-16.You can download it here: GKDailyReport091216.pdf
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Gavekal Research
Gavin Bowring
Dec 14th 2009
Categorizing Europe's Cheapest Sovereigns
This document is part of our old archive. It was published on 2009-12-14.You can download it here: GKFiveCorners0912141.pdf
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Gavekal Research
Research Team
Dec 10th 2009
GaveKal Daily - UK Deficit Politics Point to Further Sterling Devaluation
This document is part of our old archive. It was published on 2009-12-10.You can download it here: GKDailyReport091210.pdf
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Gavekal Research
Research Team
Dec 09th 2009
GaveKal Daily - Is the USD Squeeze Now Upon Us?
This document is part of our old archive. It was published on 2009-12-09.You can download it here: GKDailyReport091209.pdf
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Gavekal Research
Research Team
Dec 03rd 2009
GaveKal Daily - The Foreign Appetite for UK Real Estate
This document is part of our old archive. It was published on 2009-12-03.You can download it here: GKDailyReport091203.pdf
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Gavekal Research
Research Team
Nov 27th 2009
GaveKal Daily - Default Fears on the Rise
This document is part of our old archive. It was published on 2009-11-27.You can download it here: GKDailyReport0911271.pdf
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Gavekal Research
Pierre Gave
Nov 27th 2009
GaveKal Quarterly Strategy Chart Book 1Q 2010 - What is Different This Time?
This document is part of our old archive. It was published on 2009-11-27.You can download it here: GKQuarterlyStrategy0911271.pdf
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Gavekal Research
Research Team
Nov 23rd 2009
GaveKal Daily - The ECB Removes the Fig Leaf
This document is part of our old archive. It was published on 2009-11-23.You can download it here: GKDailyReport0911231.pdf
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Gavekal Research
Anatole Kaletsky
Nov 17th 2009
What Central Banks Are Saying About Rates
This document is part of our old archive. It was published on 2009-11-17.You can download it here: GKFiveCorners0911174.pdf
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Gavekal Research
Louis Gave
Nov 03rd 2009
Louis Interview with Kate Welling
This document is part of our old archive. It was published on 2009-11-03.You can download it here: GKAdHocComment0911031.pdf
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Gavekal Research
Anatole Kaletsky
Nov 02nd 2009
Sterling and the Next Stage in Money Expansion
This document is part of our old archive. It was published on 2009-11-02.You can download it here: GKFiveCorners0911024.pdf
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Gavekal Research
Research Team
Oct 21st 2009
GaveKal Daily - Light in the Latvian Tunnel?
This document is part of our old archive. It was published on 2009-10-21.You can download it here: GKDailyReport091021.pdf
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Gavekal Research
Research Team
Oct 19th 2009
GaveKal Daily - The Uncomfortable Strength of the Euro
This document is part of our old archive. It was published on 2009-10-19.You can download it here: GKDailyReport0910191.pdf
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Gavekal Research
Pierre Gave
Oct 19th 2009
Another Riksbank U-Turn?
This document is part of our old archive. It was published on 2009-10-19.You can download it here: GKFiveCorners0910193.pdf
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Gavekal Research
Research Team
Oct 05th 2009
GaveKal Daily - Ireland Votes Yes, to Eurocrats' Relief
This document is part of our old archive. It was published on 2009-10-05.You can download it here: GKDailyReport091005.pdf
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Gavekal Research
Joyce Poon
Sep 29th 2009
Credit in China--Cheap but Hard to Get
This document is part of our old archive. It was published on 2009-09-29.You can download it here: GKFiveCorners090929.pdf
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Gavekal Research
Research Team
Sep 28th 2009
GaveKal Daily - More Signs of Push-backs Against Gov't Interventions
This document is part of our old archive. It was published on 2009-09-28.You can download it here: GKDailyReport090928.pdf
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Gavekal Research
Research Team
Sep 15th 2009
GaveKal Daily - Exit Strategies and Property Prices
This document is part of our old archive. It was published on 2009-09-15.You can download it here: GKDailyReport090915.pdf
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Gavekal Research
Anatole Kaletsky
Sep 08th 2009
A G20 Message: No Question of Tightening
This document is part of our old archive. It was published on 2009-09-08.You can download it here: GKFiveCorners0909081.pdf
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Gavekal Research
Research Team
Sep 07th 2009
GaveKal Daily - The Double-Dip Story Does Not Add Up
This document is part of our old archive. It was published on 2009-09-07.You can download it here: GKDailyReport090907.pdf
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Gavekal Research
Research Team
Sep 01st 2009
GaveKal Daily - Another Tough Day for China Markets--Time Yet to Buy?
This document is part of our old archive. It was published on 2009-09-01.You can download it here: GKDailyReport090901.pdf
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Gavekal Research
Research Team
Aug 27th 2009
GaveKal Daily -- Why is the Swedish Krona on a Roll?
This document is part of our old archive. It was published on 2009-08-27.You can download it here: GKDailyReport090827.pdf
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Gavekal Research
Anatole Kaletsky
Aug 24th 2009
Why QE No Longer Spooks Currency Investors
This document is part of our old archive. It was published on 2009-08-24.You can download it here: GKFiveCorners0908246.pdf
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Gavekal Research
Research Team
Aug 19th 2009
GaveKal Daily - Coming Elections
This document is part of our old archive. It was published on 2009-08-19.You can download it here: GKDailyReport0908193.pdf
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Gavekal Research
Research Team
Aug 14th 2009
GaveKal Daily - What Lies Behind the Strong EMU GDP Data?
This document is part of our old archive. It was published on 2009-08-14.You can download it here: GKDailyReport090814.pdf
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Gavekal Research
Research Team
Aug 13th 2009
GaveKal Daily - Something's Gotta Give
This document is part of our old archive. It was published on 2009-08-13.You can download it here: GKDailyReport090813.pdf
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Gavekal Research
Charles Gave, Research Team
Aug 11th 2009
Chronicle of a Death Foretold (Excel)
This document is part of our old archive. It was published on 2009-08-11.You can download it here: ChronicleofaDeathForetold.xls
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Gavekal Research
Charles Gave, Research Team
Aug 11th 2009
Chronicle of a Death Foretold
This document is part of our old archive. It was published on 2009-08-11.You can download it here: GKAdHocComment0908111.pdf
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Gavekal Research
Anatole Kaletsky
Aug 10th 2009
Why Is Sterling So Strong?
This document is part of our old archive. It was published on 2009-08-10.You can download it here: GKFiveCorners090810.pdf
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Gavekal Research
Research Team
Aug 04th 2009
GaveKal Daily - What to Make of the Krona's Outpeformance
This document is part of our old archive. It was published on 2009-08-04.You can download it here: GKDailyReport090804.pdf
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Gavekal Research
Anatole Kaletsky
Jul 20th 2009
Europe's Circle of Manipulation
This document is part of our old archive. It was published on 2009-07-20.You can download it here: GKFiveCorners0907204.pdf
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Gavekal Research
Anatole Kaletsky
Jul 20th 2009
Has the Recovery Ended Before It Started?
This document is part of our old archive. It was published on 2009-07-20.You can download it here: GKFiveCorners0907205.pdf
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Gavekal Research
Research Team
Jul 20th 2009
South Korea: Free-trader or Closet Manipulator?
This document is part of our old archive. It was published on 2009-07-20.You can download it here: GKFiveCorners09072010.pdf
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Gavekal Research
Anatole Kaletsky
Jun 30th 2009
ECB and Fed: Different Creatures No More?
This document is part of our old archive. It was published on 2009-06-30.You can download it here: GKFiveCorners0906302.pdf
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Gavekal Research
Anatole Kaletsky
Jun 30th 2009
Fig Leaf or G-String?
This document is part of our old archive. It was published on 2009-06-30.You can download it here: GKFiveCorners0906304.pdf
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Gavekal Research
Research Team
Jun 25th 2009
GaveKal Daily - Divergence of the Fed and ECB
This document is part of our old archive. It was published on 2009-06-25.You can download it here: GKDailyReport090625.pdf
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Gavekal Research
Research Team
Jun 10th 2009
GaveKal Daily - A Good Turn for OECD Leading Indicators
This document is part of our old archive. It was published on 2009-06-10.You can download it here: GKDailyReport0906101.pdf
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Gavekal Research
Anatole Kaletsky
Jun 05th 2009
Will Latvia Introduce a New Type of Devaluation?
This document is part of our old archive. It was published on 2009-06-05.You can download it here: GKAdHocComment0906051.pdf
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Gavekal Research
Pierre Gave
Jun 05th 2009
GaveKal Quarterly Strategy Chart Book - 3Q09 - The Tipping Point
This document is part of our old archive. It was published on 2009-06-05.You can download it here: GKQuarterlyStrategy090605.pdf
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Gavekal Research
Research Team
Jun 03rd 2009
GaveKal Daily - Latvian Troubles
This document is part of our old archive. It was published on 2009-06-03.You can download it here: GKDailyReport090603.pdf
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Gavekal Research
Charles Gave, Anatole Kaletsky
Jun 01st 2009
The Increasingly Convincing Recovery (and the 'Seven Deadly Sins' That Threaten it)
This document is part of our old archive. It was published on 2009-06-01.You can download it here: GKFiveCorners0906012.pdf
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Gavekal Research
Pierre Gave
Jun 01st 2009
An Intriguing Divergence
This document is part of our old archive. It was published on 2009-06-01.You can download it here: GKFiveCorners0906015.pdf
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Gavekal Research
Louis Gave
May 25th 2009
The Policy Decisions That Matter Will Take Place in Asia
This document is part of our old archive. It was published on 2009-05-25.You can download it here: GKAdHocComment090525.pdf
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Gavekal Research
Research Team
May 25th 2009
GaveKal Daily - The Downgrade Fears
This document is part of our old archive. It was published on 2009-05-25.You can download it here: GKDailyReport090525.pdf
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Gavekal Research
Research Team
May 21st 2009
The Direction of the "Three Dollars"
This document is part of our old archive. You can download it by clicking the PDF button above.
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Gavekal Research
Anatole Kaletsky
May 18th 2009
No Need for an "Exit Strategy"
This document is part of our old archive. It was published on 2009-05-18.You can download it here: GKFiveCorners0905184.pdf
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Gavekal Research
Charles Gave
May 18th 2009
The Fatal Conceit at Work
This document is part of our old archive. It was published on 2009-05-18.You can download it here: GKFiveCorners0905185.pdf
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Gavekal Research
Research Team
May 14th 2009
GaveKal Daily - The German Bad Bank Plan
This document is part of our old archive. It was published on 2009-05-14.You can download it here: GKDailyReport090514.pdf
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Gavekal Research
Research Team
May 08th 2009
GaveKal Daily - Something's Got to Give as Euro Rallies Despite QE News
This document is part of our old archive. It was published on 2009-05-08.You can download it here: GKDailyReport0905081.pdf
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Gavekal Research
Research Team
May 07th 2009
GaveKal Daily - An Atypical Tax Hike
This document is part of our old archive. It was published on 2009-05-07.You can download it here: GKDailyReport0905071.pdf
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Gavekal Research
Anatole Kaletsky
May 05th 2009
The Trans-Atlantic Constrast in Bulls vs Bears
This document is part of our old archive. It was published on 2009-05-05.You can download it here: GKFiveCorners0905054.pdf
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Gavekal Research
Research Team
Apr 23rd 2009
GaveKal Daily - Another "Soak-the-Rich" Budget
This document is part of our old archive. It was published on 2009-04-23.You can download it here: GKDailyReport090423.pdf
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Gavekal Research
Research Team
Apr 23rd 2009
Another "Soak-the-Rich" Budget
This document is part of our old archive. You can download it by clicking the PDF button above.
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Gavekal Research
Pierre Gave
Apr 20th 2009
Is Obama Swedish? We Wish!
This document is part of our old archive. It was published on 2009-04-20.You can download it here: GKFiveCorners0904206.pdf
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Gavekal Research
Anatole Kaletsky
Apr 20th 2009
Time to Ignore the Deficit Hawks
This document is part of our old archive. It was published on 2009-04-20.You can download it here: GKFiveCorners0904209.pdf
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Gavekal Research
Research Team
Apr 09th 2009
GaveKal Daily - Behind the Irish Deflationary Bust
This document is part of our old archive. It was published on 2009-04-09.You can download it here: GKDailyReport090409.pdf
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Gavekal Research
Anatole Kaletsky
Apr 09th 2009
Europe in the Eye of a Perfect Storm
This document is part of our old archive. It was published on 2009-04-09.You can download it here: GKAdHocComment0904091.pdf
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Gavekal Research
Research Team
Apr 08th 2009
GaveKal Daily - The Next Wall to Climb
This document is part of our old archive. It was published on 2009-04-08.You can download it here: GKDailyReport0904081.pdf
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Gavekal Research
Research Team
Apr 07th 2009
GaveKal Daily - Risk Remains High in Eastern Europe
This document is part of our old archive. It was published on 2009-04-07.You can download it here: GKDailyReport090407.pdf
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Gavekal Research
Louis Gave
Apr 07th 2009
Behind the ECB's Surprise
This document is part of our old archive. It was published on 2009-04-07.You can download it here: GKFiveCorners090407.pdf
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Gavekal Research
Louis Gave
Apr 07th 2009
The Cat is Out of the Bag
This document is part of our old archive. It was published on 2009-04-07.You can download it here: GKFiveCorners0904072.pdf
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Gavekal Research
Louis Gave
Apr 07th 2009
What Would You Conclude if You Were Hu Jintao?
This document is part of our old archive. It was published on 2009-04-07.You can download it here: GKFiveCorners0904073.pdf
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Gavekal Research
Anatole Kaletsky
Apr 07th 2009
Why the G20 Stage Show 'Worked'
This document is part of our old archive. It was published on 2009-04-07.You can download it here: GKFiveCorners0904074.pdf
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Gavekal Research
Anatole Kaletsky
Apr 07th 2009
Who Wants an IMF Loan Anyway?
This document is part of our old archive. It was published on 2009-04-07.You can download it here: GKFiveCorners0904075.pdf
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Gavekal Research
Research Team
Apr 07th 2009
Germany and the EMU Ponzi Game
This document is part of our old archive. It was published on 2009-04-07.You can download it here: GKAdHocComment0904072.pdf
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Gavekal Research
Research Team
Apr 02nd 2009
GaveKal Daily - Sharing the Unemployment Risks
This document is part of our old archive. It was published on 2009-04-02.You can download it here: GKAdHocComment090402.pdf
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Gavekal Research
Research Team
Mar 31st 2009
GaveKal Daily - Investing in a Deflationary World
This document is part of our old archive. It was published on 2009-03-31.You can download it here: GKDailyReport090331.pdf
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Gavekal Research
Anatole Kaletsky
Mar 30th 2009
The G20's $2 Trillion Annoucement
This document is part of our old archive. It was published on 2009-03-30.You can download it here: GKAdHocComment0903301.pdf
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