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Gavekal Research
Anatole Kaletsky
Apr 24th 2007
The Triumph of Hope Over Experience?
This document is part of our old archive. It was published on 2007-04-24.You can download it here: TheTriumphofHopeOverExperience.pdf
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Gavekal Research
Louis Gave, Research Team
Apr 23rd 2007
GaveKal Daily Checking the Boxes - Our Take on the French Presidential Election
This document is part of our old archive. It was published on 2007-04-23.You can download it here: GaveKalDailyCheckingtheBoxes-OurTakeontheFrenchPresidentialElection.pdf
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Gavekal Research
Anatole Kaletsky
Apr 20th 2007
How High Can Sterling Go?
This document is part of our old archive. It was published on 2007-04-20.You can download it here: HowHighCanSterlingGo.pdf
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Gavekal Research
Charles Gave
Apr 20th 2007
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
Anatole Kaletsky
Apr 20th 2007
The Bank of England's Inflation Problem
This document is part of our old archive. It was published on 2007-04-20.You can download it here: TheBankofEnglandsInflationProblem.pdf
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Gavekal Research
Louis Gave
Apr 17th 2007
Is Gold Rising Because of Coming Inflation?
This document is part of our old archive. It was published on 2007-04-17.You can download it here: IsGoldRisingBecauseofComingInflation.pdf
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Gavekal Research
Charles Gave
Mar 23rd 2007
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
Anatole Kaletsky
Mar 23rd 2007
Brown's Last Budget
This document is part of our old archive. It was published on 2007-03-23.You can download it here: BrownsLastBudget.pdf
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Gavekal Research
Charles Gave
Mar 23rd 2007
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
Anatole Kaletsky
Mar 13th 2007
Trend & Cycle - When They Diverge, Watch Out
This document is part of our old archive. It was published on 2007-03-13.You can download it here: Trend&Cycle-WhenTheyDiverge,WatchOut.pdf
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Gavekal Research
Anatole Kaletsky
Feb 26th 2007
Europe's Mysterious Strength
This document is part of our old archive. It was published on 2007-02-26.You can download it here: EuropesMysteriousStrength.pdf
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Gavekal Research
Louis Gave, Pierre Gave
Jan 26th 2007
Risk 2 - Higher Inflation?
This document is part of our old archive. It was published on 2007-01-26.You can download it here: Risk2-HigherInflation.pdf
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Gavekal Research
Anatole Kaletsky
Jan 12th 2007
All Eyes On Monetary Policy
This document is part of our old archive. It was published on 2007-01-12.You can download it here: AllEyesOnMonetaryPolicy.pdf
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Gavekal Research
Charles Gave
Jan 12th 2007
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
Anatole Kaletsky
Jan 12th 2007
Sterling: An Attractive Bet Against the Euro
This document is part of our old archive. It was published on 2007-01-12.You can download it here: SterlingAnAttractiveBetAgainsttheEuro.pdf
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Gavekal Research
Pierre Gave
Jan 12th 2007
Sweden: Cold, Dark & Expensive - But Still a Good Bet
This document is part of our old archive. It was published on 2007-01-12.You can download it here: SwedenCold,Dark&Expensive-ButStillaGoodBet.pdf
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Gavekal Research
Louis Gave
Dec 13th 2006
An Ill-Wind Blowing Across Europe's Networks
This document is part of our old archive. It was published on 2006-12-13.You can download it here: AnIll-WindBlowingAcrossEuropesNetworks.pdf
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Gavekal Research
Anatole Kaletsky
Dec 13th 2006
An Already Bleak Outlook For Gordon Brown
This document is part of our old archive. It was published on 2006-12-13.You can download it here: AnAlreadyBleakOutlookForGordonBrown.pdf
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Gavekal Research
Anatole Kaletsky
Dec 05th 2006
The Demise of the Dollar Is Greatly Exaggerated
This document is part of our old archive. It was published on 2006-12-05.You can download it here: TheDemiseoftheDollarIsGreatlyExaggerated1.pdf
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Gavekal Research
Anatole Kaletsky
Nov 30th 2006
A Tale Of Two Countries
This document is part of our old archive. It was published on 2006-11-30.You can download it here: ATaleOfTwoCountries.pdf
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Gavekal Research
Anatole Kaletsky
Nov 30th 2006
Government As a Predator
This document is part of our old archive. It was published on 2006-11-30.You can download it here: GovernmentAsaPredator.pdf
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Gavekal Research
Anatole Kaletsky
Nov 30th 2006
A Rising Euro Hurts Europe's Weak
This document is part of our old archive. It was published on 2006-11-30.You can download it here: ARisingEuroHurtsEuropesWeak.pdf
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Gavekal Research
Anatole Kaletsky
Nov 27th 2006
Should We Change Our Mind On Europe?
This document is part of our old archive. It was published on 2006-11-27.You can download it here: ShouldWeChangeOurMindOnEurope1.pdf
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Gavekal Research
Louis Gave
Nov 24th 2006
Quarterly Strategy Chart Book 4Q06 - Lasting & Rolling Trends
This document is part of our old archive. It was published on 2006-11-24.You can download it here: QuarterlyStrategyChartBook4Q06-Lasting&RollingTrends.pdf
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Gavekal Research
Louis Gave
Nov 17th 2006
Read It and Weep
This document is part of our old archive. It was published on 2006-11-17.You can download it here: ReadItandWeep1.pdf
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Gavekal Research
Anatole Kaletsky
Nov 13th 2006
France's Shockingly Bad Numbers
This document is part of our old archive. It was published on 2006-11-13.You can download it here: FrancesShockinglyBadNumbers.pdf
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Gavekal Research
Anatole Kaletsky
Oct 31st 2006
An Interesting Week in Europe
This document is part of our old archive. It was published on 2006-10-31.You can download it here: AnInterestingWeekinEurope.pdf
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Gavekal Research
Charles Gave
Oct 17th 2006
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
Anatole Kaletsky
Oct 17th 2006
Did Gordon Brown Kill the UK Pension Industry?
This document is part of our old archive. It was published on 2006-10-17.You can download it here: DidGordonBrownKilltheUKPensionIndustry.pdf
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Gavekal Research
Anatole Kaletsky
Oct 03rd 2006
Back to Sterling
This document is part of our old archive. It was published on 2006-10-03.You can download it here: BacktoSterling.pdf
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Gavekal Research
Charles Gave
Oct 03rd 2006
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
Pierre Gave
Oct 03rd 2006
Sweden's New Right-Wing Government
This document is part of our old archive. It was published on 2006-10-03.You can download it here: SwedensNewRight-WingGovernment.pdf
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Gavekal Research
Anatole Kaletsky
Oct 03rd 2006
The Emperor Has No Clothes
This document is part of our old archive. It was published on 2006-10-03.You can download it here: TheEmperorHasNoClothes.pdf
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Gavekal Research
Anatole Kaletsky
Sep 04th 2006
Coming Wobbles on the Sterling
This document is part of our old archive. It was published on 2006-09-04.You can download it here: ComingWobblesontheSterling.pdf
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Gavekal Research
Anatole Kaletsky
Sep 04th 2006
The Hurricane Season
This document is part of our old archive. It was published on 2006-09-04.You can download it here: TheHurricaneSeason.pdf
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Gavekal Research
Charles Gave
Sep 04th 2006
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
Louis Gave
Aug 03rd 2006
The Invisible Hand's Impressive Work
This document is part of our old archive. It was published on 2006-08-03.You can download it here: TheInvisibleHandsImpressiveWork.pdf
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Gavekal Research
Anatole Kaletsky
Aug 01st 2006
Sterling For the Long Haul?
This document is part of our old archive. It was published on 2006-08-01.You can download it here: SterlingFortheLongHaul.pdf
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Gavekal Research
Charles Gave
Jul 07th 2006
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
Pierre Gave
Jun 26th 2006
Still Overweight the SEK
This document is part of our old archive. It was published on 2006-06-26.You can download it here: StillOverweighttheSEK.pdf
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Gavekal Research
Anatole Kaletsky
Jun 07th 2006
Have We Missed Something in Europe?
This document is part of our old archive. It was published on 2006-06-07.You can download it here: HaveWeMissedSomethinginEurope.pdf
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Gavekal Research
Charles Gave
May 29th 2006
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
Charles Gave, Louis Gave
May 18th 2006
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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Gavekal Research
Charles Gave
May 15th 2006
Does France Belong in the PIG Club?
This document is part of our old archive. It was published on 2006-05-15.You can download it here: DoesFranceBelonginthePIGClub.pdf
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Gavekal Research
Anatole Kaletsky
May 15th 2006
Europe's Collision Course
This document is part of our old archive. It was published on 2006-05-15.You can download it here: EuropesCollisionCourse.pdf
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Gavekal Research
Charles Gave
May 15th 2006
Germany's Economic Recovery
This document is part of our old archive. It was published on 2006-05-15.You can download it here: GermanysEconomicRecovery.pdf
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Gavekal Research
Charles Gave
May 15th 2006
The Swings Of the Pendulum
This document is part of our old archive. It was published on 2006-05-15.You can download it here: TheSwingsOfthePendulum.pdf
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Gavekal Research
Anatole Kaletsky
May 03rd 2006
The Mid-Cycle Speed-Up?
This document is part of our old archive. You can download it by clicking the PDF button above.
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Gavekal Research
Steve Vannelli, Clay Allen
Mar 10th 2006
After The Recent Sell-Off, Should We Buy Gold Stocks?
This document is part of our old archive. You can download it by clicking the PDF button above.
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Gavekal Research
Charles Gave
Mar 09th 2006
Something is Changing in Germany - But What?
This document is part of our old archive. You can download it by clicking the PDF button above.
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