From Chanakya To Modi – A Discussion of “Indian Exceptionalism” by Aparna Pande
As we wrote last week, “we have developed a healthy contempt towards the “work” American Think Tanks do about India“. Why? Because their R...
Month: September 2017
Interesting TACs of the Week (September 16 – September 22, 2017)
Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. TAC is ...
Madhav Khosla & Milan Vaishnav in Foreign Affairs about India – Ignorance or Indoctrination?
Honestly, we have developed a healthy contempt towards the “work” American Think Tanks do about India. It isn’t honest work by any defi...
Interesting TACs of the Week (September 9 – September 15, 2017)
Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. TAC is ...
Monster “Nuclear” Hurricane Irma – Our Prayers for Florida
It is like superlatives are losing their meaning. We thought we had seen it all last week with the largest attack of water on a city in US history with 5...
North Korea – President Trump, Jim Rickards & a Unique Role for Nikki Haley?
Just a day after our Talking is Not the Answer article last week, Kim Jong Un tested a Hydrogen bomb that was about 100 times as powerful as the one drop...
Kudos to PM Modi; Congrats to RM Sitharaman; Now About the Spelling!
Kudos to Prime Minister Modi for choosing Ms. Nirmala Sitharaman for the important & visible position of Raksha Mantri (Defense Minister) of India. T...
Interesting TACs of the Week (September 2 – September 8, 2017)
Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. TAC is ...
Nature to Houston – “Water Needs Space” – Netherlands Today & MIT of 1961
Mother Nature showed us this week who is the boss. Houston suffered the greatest single attack of water ever seen in American history. Hurricane Harvey w...
Talking Is Not the Answer! Because America-North Korea Are Talking At Cross-Purposes?
This past Tuesday North Korea launched a missile that flew in Japanese airspace. This was unprecedented because the previous North Korean missiles (1998 ...