Interesting TACs of the Week (June 15 – June 21, 2019)

Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. TAC is our acronym for Tweets, Articles, & Clips – our basic inputs for this article. Editor’s Note: In this series of articles, we include important or interesting Tweets, Articles, Video Clips with our comments. This is an article…

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Interesting TACs of the Week (June 8 – June 14, 2019)

Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. TAC is our acronym for Tweets, Articles, & Clips – our basic inputs for this article. Editor’s Note: In this series of articles, we include important or interesting Tweets, Articles, Video Clips with our comments. This is an article…

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Interesting TACs of the Week (June 1 – June 7, 2019)

Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. TAC is our acronym for Tweets, Articles, & Clips – our basic inputs for this article. Editor’s Note: In this series of articles, we include important or interesting Tweets, Articles, Video Clips with our comments. This is an article…

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US-Mexico & Israel-Egypt vs. India-NaPak; A Shift in US Global Strategy?

  1.Israel-Egypt vs. India-NaPak Why is the Israel-Egypt border peaceful? First because that serves the mutual interests of both regimes. But equally so because Egypt controls the Sinai border very stringently. Egypt has taken intense steps to ensure that Hamas & other anti-Israeli terrorists don’t cross the Sinai into Israel. Contrast that with the India-NaPak…

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Interesting TACs of the Week (May 25 – May 31, 2019)

Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. TAC is our acronym for Tweets, Articles, & Clips – our basic inputs for this article. Editor’s Note: In this series of articles, we include important or interesting Tweets, Articles, Video Clips with our comments. This is an article…

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“Janata-Janaardan” & Narendra Modi – Destiny of Mentally Independent India

  Rarely do an electorate & an electoral leader come together in a meeting of minds & actions. But when they do, you see magic. All normal concepts, all self-oriented reasons are swept away in a common battle for the general good. And when that happens, destiny beckons.  That is the simple story of this…

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Interesting TACs of the Week (May 18 – May 24, 2019)

Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. TAC is our acronym for Tweets, Articles, & Clips – our basic inputs for this article. Editor’s Note: In this series of articles, we include important or interesting Tweets, Articles, Video Clips with our comments. This is an article…

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America vs. Iran – Economic, Strategic Conflict Not Physical War

  This week, war drums seemed ready to beat between America & Iran but did not. Quite possibly, signals were misread or internal combat between different aspirants for power in Iran somehow created the possibility of a misadventure. But the episode showed the new reality of the Persian Gulf. No one wants the conflict underneath…

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