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Gavekal Research
Research Team
Oct 17th 2008
GaveKal Daily - Reverberations from Eastern Europe
This document is part of our old archive. It was published on 2008-10-17.You can download it here: GaveKalDailyReverberationsfromEasternEurope1.pdf
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Gavekal Research
Arthur Kroeber
Oct 15th 2008
Apres Le Deluge: China in the Credit Crunch Aftermath
This document is part of our old archive. It was published on 2008-10-15.You can download it here: ApresLeDelugeChinaintheCreditCrunchAftermath.pdf
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Gavekal Research
Anatole Kaletsky
Oct 13th 2008
After Paulson's Fiascos, Europe Takes Charge
This document is part of our old archive. It was published on 2008-10-13.You can download it here: AfterPaulsonsFiascosEuropeTakesCharge.pdf
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Gavekal Research
Anatole Kaletsky
Oct 09th 2008
The Great British Bank Bailout
This document is part of our old archive. It was published on 2008-10-09.You can download it here: TheGreatBritishBankBailout.pdf
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Gavekal Research
Research Team
Oct 06th 2008
GaveKal Daily - European Banks in Crisis
This document is part of our old archive. It was published on 2008-10-06.You can download it here: GaveKalDailyEuropeanBanksinCrisis.pdf
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Gavekal Research
Louis Gave
Oct 06th 2008
It is Different This Time, PIGS Will No Longer Fly
This document is part of our old archive. It was published on 2008-10-06.You can download it here: ItisDifferentThisTimePIGSWillNoLongerFly.pdf
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Gavekal Research
Oct 02nd 2008
More Thoughts on the Credit Crisis
This document is part of our old archive. It was published on 2008-10-02.You can download it here: MoreThoughtsontheCreditCrisis2.pdf
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Gavekal Research
Louis Gave
Sep 23rd 2008
The European Divergence Trade
This document is part of our old archive. It was published on 2008-09-23.You can download it here: TheEuropeanDivergenceTrade.pdf
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Gavekal Research
Anatole Kaletsky
Sep 18th 2008
The Doomsday Machine Unleashed
This document is part of our old archive. It was published on 2008-09-18.You can download it here: TheDoomsdayMachineUnleashed.pdf
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Gavekal Research
Anatole Kaletsky
Sep 08th 2008
The UK vs The US
This document is part of our old archive. It was published on 2008-09-08.You can download it here: TheUKvsTheUS.pdf
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Gavekal Research
Charles Gave
Sep 08th 2008
The Next Shoe to Drop
This document is part of our old archive. It was published on 2008-09-08.You can download it here: TheNextShoetoDrop.pdf
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Gavekal Research
Anatole Kaletsky, Arthur Kroeber, Louis Gave, Pierre Gave
Aug 26th 2008
Quarterly Strategy Chart Book - 4Q08 - A Very Different Investment Environment -
This document is part of our old archive. It was published on 2008-08-26.You can download it here: QuarterlyStrategyChartBook4Q08AVeryDifferentInves.pdf
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Gavekal Research
Anatole Kaletsky
Aug 25th 2008
Is Sterling Starting to Get Cheap
This document is part of our old archive. It was published on 2008-08-25.You can download it here: IsSterlingStartingtoGetCheap.pdf
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Gavekal Research
Anatole Kaletsky
Aug 25th 2008
Imagine What the USD Would Do On Good News
This document is part of our old archive. It was published on 2008-08-25.You can download it here: ImagineWhattheUSDWouldDoOnGoodNews.pdf
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Gavekal Research
Pierre Gave
Aug 11th 2008
The Riksbank's First Monetary Policy Error?
This document is part of our old archive. It was published on 2008-08-11.You can download it here: TheRiksbanksFirstMonetaryPolicyError.pdf
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Gavekal Research
Research Team
Aug 07th 2008
GaveKal Daily - European Growth Concerns
This document is part of our old archive. It was published on 2008-08-07.You can download it here: GaveKalDailyEuropeanGrowthConcerns.pdf
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Gavekal Research
Research Team
Aug 04th 2008
GaveKal Daily - Demand Destruction
This document is part of our old archive. It was published on 2008-08-04.You can download it here: GaveKalDailyDemandDestruction.pdf
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Gavekal Research
Research Team
Jul 31st 2008
GaveKal Daily - Asia's Soft Landing, Despite Europe's Woes
This document is part of our old archive. It was published on 2008-07-31.You can download it here: GaveKalDailyAsiasSoftLandingDespiteEuropesWoes.pdf
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Gavekal Research
Charles Gave
Jul 28th 2008
Global Equities vs German Bonds
This document is part of our old archive. It was published on 2008-07-28.You can download it here: GlobalEquitiesvsGermanBonds.pdf
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Gavekal Research
Louis Gave
Jul 28th 2008
Taking a Page from the Hong Kong Playbook
This document is part of our old archive. It was published on 2008-07-28.You can download it here: TakingaPagefromtheHongKongPlaybook.pdf
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Gavekal Research
Anatole Kaletsky
Jul 28th 2008
Will A Drop in Oil Prices Actually Hurt Central Europe
This document is part of our old archive. It was published on 2008-07-28.You can download it here: WillADropinOilPricesActuallyHurtCentralEurope.pdf
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Gavekal Research
Anatole Kaletsky
Jul 17th 2008
The Jaundiced View of Bankers
This document is part of our old archive. It was published on 2008-07-17.You can download it here: TheJaundicedViewofBankers.pdf
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Gavekal Research
Anatole Kaletsky
Jul 14th 2008
Europe Hits the Wall
This document is part of our old archive. It was published on 2008-07-14.You can download it here: EuropeHitstheWall.pdf
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Gavekal Research
Anatole Kaletsky
Jul 14th 2008
A Surprise in Store for Euro Investors?
This document is part of our old archive. It was published on 2008-07-14.You can download it here: ASurpriseinStoreforEuroInvestors.pdf
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Gavekal Research
Anatole Kaletsky
Jul 14th 2008
The Shape of European Banks
This document is part of our old archive. It was published on 2008-07-14.You can download it here: TheShapeofEuropeanBanks.pdf
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Gavekal Research
Louis Gave
Jun 29th 2008
The European Divergence Trade is Back On
This document is part of our old archive. It was published on 2008-06-29.You can download it here: TheEuropeanDivergenceTradeisBackOn.pdf
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Gavekal Research
Charles Gave
Jun 13th 2008
Jean-Claude Trichet's Chutzpah
This document is part of our old archive. It was published on 2008-06-13.You can download it here: JeanClaudeTrichetsChutzpah.pdf
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Gavekal Research
Anatole Kaletsky
Jun 13th 2008
Was it All a Bad Joke?
This document is part of our old archive. It was published on 2008-06-13.You can download it here: WasitAllaBadJoke.pdf
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Gavekal Research
Anatole Kaletsky
Jun 12th 2008
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
Anatole Kaletsky
Jun 06th 2008
The ECB's Motivation
This document is part of our old archive. It was published on 2008-06-06.You can download it here: TheECBsMotivation.pdf
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Gavekal Research
Anatole Kaletsky
May 20th 2008
A German Growth Story
This document is part of our old archive. It was published on 2008-05-20.You can download it here: AGermanGrowthStory1.pdf
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Gavekal Research
Pierre Gave
May 20th 2008
The Baltic Factor & Swedish Financials
This document is part of our old archive. It was published on 2008-05-20.You can download it here: TheBalticFactorSwedishFinancials.pdf
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Gavekal Research
Louis Gave
May 20th 2008
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
Charles Gave, Anatole Kaletsky, Louis Gave, Pierre Gave, Research Team
May 15th 2008
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
May 06th 2008
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
Louis Gave
May 01st 2008
The Contraction in European Spreads
This document is part of our old archive. It was published on 2008-05-01.You can download it here: TheContractioninEuropeanSpreads.pdf
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Gavekal Research
Anatole Kaletsky
May 01st 2008
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
Charles Gave
Apr 18th 2008
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
Charles Gave
Apr 16th 2008
Italian Certainties: Debt and Taxes
This document is part of our old archive. It was published on 2008-04-16.You can download it here: ItalianCertaintiesDebtandTaxes.pdf
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Gavekal Research
Anatole Kaletsky
Apr 10th 2008
How Low Can British Houses Go
This document is part of our old archive. It was published on 2008-04-10.You can download it here: HowLowCanBritishHousesGo.pdf
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Gavekal Research
Research Team
Mar 24th 2008
A One-Sided Trade
This document is part of our old archive. It was published on 2008-03-24.You can download it here: AOneSidedTrade.pdf
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Gavekal Research
Anatole Kaletsky
Mar 24th 2008
Europe's Ongoing Credit Crunch
This document is part of our old archive. It was published on 2008-03-24.You can download it here: EuropesOngoingCreditCrunch.pdf
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Gavekal Research
Anatole Kaletsky
Mar 24th 2008
Which Bet Makes More Sense?
This document is part of our old archive. It was published on 2008-03-24.You can download it here: WhichBetMakesMoreSense.pdf
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Gavekal Research
Anatole Kaletsky
Mar 10th 2008
Long the Swisse, Short the Euro
This document is part of our old archive. It was published on 2008-03-10.You can download it here: LongtheSwisseShorttheEuro.pdf
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Gavekal Research
Anatole Kaletsky
Mar 10th 2008
The UK Non-Domiciled Issue
This document is part of our old archive. It was published on 2008-03-10.You can download it here: TheUKNonDomiciledIssue.pdf
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Gavekal Research
Pierre Gave
Feb 29th 2008
An Update on the European Divergence Trade
This document is part of our old archive. It was published on 2008-02-29.You can download it here: AnUpdateontheEuropeanDivergenceTrade.pdf
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Gavekal Research
Anatole Kaletsky
Feb 18th 2008
The Northern Rock Fiasco
This document is part of our old archive. It was published on 2008-02-18.You can download it here: TheNorthernRockFiasco1.pdf
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Gavekal Research
Louis Gave
Feb 15th 2008
2Q08 - Quarterly Strategy Chart Book: Picking-Up the Pieces From the Credit Crunch
This document is part of our old archive. It was published on 2008-02-15.You can download it here: 2Q08QuarterlyStrategyChartBookPickingUpthePiecesFr.pdf
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Gavekal Research
Anatole Kaletsky
Feb 13th 2008
The New GaveKal Doomsday Calculator
This document is part of our old archive. It was published on 2008-02-13.You can download it here: TheNewGaveKalDoomsdayCalculator.pdf
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Gavekal Research
Anatole Kaletsky
Feb 11th 2008
More On the UK Slowdown
This document is part of our old archive. It was published on 2008-02-11.You can download it here: MoreOntheUKSlowdown.pdf
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