China on an Edge – Is Trump Winning Against Xi?
Remember the China story of three years ago? That China was on its way to be the greatest economy in the world & bypassing a declining America in vir...
Month: August 2019
Interesting TACs of the Week (August 10 – August 16, 2019)
Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. TAC is ...
Kashmir & Ladakh Integrated In Mentally Independent India
Back on May 4, 2019, we quoted the following line of veteran journalist Chitra Subramaniam, “India is listening to itself – and I think for the first tim...
Interesting TACs of the Week (August 3 – August 9, 2019)
Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. TAC is ...
US-Taleban Deal – An Unnecessary Overreach, A Political Minefield or Both?
How well is President Trump positioned for the 2020 election? Any one who watched both the adoring rally for President Trump in Cincinnati, OH and the sa...
Interesting TACs of the Week (July 27 – August 2, 2019)
Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. TAC is ...