Caste & Varna Systems in America, Europe & India – India Reflections – I
Editor’s Note: This is the first article in a new series called India Reflections. The goal is to present a macro view of concepts that have been d...
Month: November 2014
Thanksgiving Day Surprise from Gardiner Harris of NYT
Thanksgiving Day is a happy day in America, a day to spend with family & to express our thanks for the good in our lives. This Thanksgiving we Indian...
Interesting TACs of the Week (November 22 – November 28, 2014)
Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. ...
President Obama & India – Charm of the Sixth Presidential Year
The concept of a Presidential Cycle has been an important part of investing lore. Simply put, the first two years of each Presidential term are basically...
Interesting TACs of the Week (November 15 – November 21, 2014)
Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. ...
Af-NPak – America Leaves, China Enters
Five years ago, President Obama announced his decision to pull out of Afghanistan at the end of 2014. This led us to write our Post-American Withdrawal V...
Interesting TACs of the Week (November 8 – November 14, 2014)
Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. ...
Back to the Roots, Mirror Image, or Both?
Roll Tide is probably the best description of Tuesday’s sweep. The Republicans recaptured the Senate, dominated the House, swept away Democratic ch...
NaMo India – Step Change of Barclays & Shiller’s Tale Risk
A sustained growth economy is like a step function in Mathematics. It is like a ladder with which you take one step up, then you walk flat for a awhile &...
Interesting TACs of the Week (November 1 – November 7, 2014)
Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. ...