Interesting TACs of the Week (June 27 – July 3, 2020)

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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A Newly Assertive India vs. China – Will Galwan-Ladakh-2020 Be A Trigger Like Kargil-1999?

  The reality is that all of India is primarily focused on economic development of Indians. That makes India focused inwards. As a result, Indian foreign policy has been mainly reactive and the Indian military defense-focused. As a result, the Indian Army has not been alert to threats & not quick to respond to encroachments….

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Interesting TACs of the Week (June 20 – June 26, 2020)

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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Galwan-Pangong – Back to 1962 War Capture; So Just a Beginning?

  Question – Has India ever sent its troops into Chinese-claimed territory in an attempt to seize or even physically claim territory? No. Not even once that we can recall. On the other hand, Chinese routinely sends Chinese troops into Indian territory to claim or even physically seize territory. Hundreds of such incursions have taken…

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Interesting TACs of the Week (June 13 – June 19, 2020)

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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Ladakh-Xinjiang – Long term Game & A Window into China vs. India & USA

  Most in India think about the recent Chinese incursion into India’s Ladakh province as another isolated Chinese attempt that will cool off. To us, this goes to demonstrate the continued lack of long term strategic culture in Indian foreign policy & military. The very fact that the Indian military was surprised and caught unawares…

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Interesting TACs of the Week (June 6 – June 12, 2020)

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 ( May 30 – June 5, 2020)

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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China’s Aggression into India’s Ladakh – A 360 Perspective

  The entire world now knows that there is a potential conflict developing on the Western Indo-China border. In his classic style, President Trump talked about this trouble between two 1.4 billion people countries with powerful militaries & offered to mediate.  This was the President of the United States with the most powerful military in…

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Is “Secular” Really “Sickular”? Where China & Global Elite concur?

  Something amazing is happening in Nepal. Despite all the anti-Hindu hatred in the Western Media, it seems Muslims, at least in one “secular” state, are demanding that their country be reinstated as a “Hindu” State. As the Economic Times reported this week, “In an unusual move, Muslims in Nepal have backed the ongoing campaign…

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