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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Interesting TACs of the Week (May 11 – May 17, 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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China’s Ignorant Arrogance – President Trump’s Smarts; Back to 1930s USA vs. Japan

  This week was dominated by the big global conflict of this period. President Trump shocked global markets last Sunday night by tweeting simply: Donald J. Trump‏Verified account @realDonaldTrump May 5 –  For 10 months, China has been paying Tariffs to the USA of 25% on 50 Billion Dollars of High Tech, and 10% on 200…

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Interesting TACs of the Week (May 4 – May 10, 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 (April 27 – May 3, 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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(9/11 >> Iraq Invasion) vs. (Sri Lankan Massacre by Extremist Muslims >> Attacks on Buddhists/Hindus by NYT, WPR)

  Last Saturday, we felt at peace & wrote in our weekly email – “This is such a weekend for simply chilling out. Taxes are done & paid; Notre Dame is going to be reconstructed; Indian elections going on well; Mueller report out ending a 2-year saga.” 1.Terrorist Attacks in Sri Lanka How wrong were…

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Interesting TACs of the Week (April 20 – April 26, 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 (April 13 – April 19, 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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