NFL and The National Anthem – America’s Real Divide
This past week was dominated by the the battle between President Trump and the National Football League, its players, its owners, and the TV networks tha...
Month: September 2017
Interesting TACs of the Week (September 23 – September 29, 2017)
Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. TAC is ...
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...
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 ...