Semi-Absolute Power & Its Corruption; Larry Kudlow & Ocasio-Cortez
What a difference a month & half makes? Remember what we wrote on December 15, 2018 just 3 days before the December Federal Reserve meeting? “T...
Category: Focus
Happy Republic Day to India & the Global Indian Diaspora
Today, January 26, 2019 is the Republic Day of India, the day the Indian state became a sovereign Democratic Republic. The Constitution was adopted in No...
Straits of Malacca & Bay of Bengal – Naturally Evolving US-India Relationship – II
Last week, we discussed India taking over the operations at Chabahar, the new port in Iran and the enormity of the reach the port provides to Afghanistan...
China, Apple, Trump and 4 Traps of Magnus
This week the world’s biggest market cap company, the world’s biggest corporate icon, the company that has done more to bring the world toget...
2019 – A Cycle Change?
As we stand at the dawn of a new year, it behooves us to ask if there is a cycle change going on. The tremendous volatility seen in US equity markets is ...
Mattis vs. Powell – Tyranny of the Unelected
This week General Mattis, Secretary of Defense, resigned citing differences between his world view and that of President Trump. It caused consternation i...
Fourth Unalienable Right? US &/vs. India
Last week President Trump criticized Fed Chairman Powell in measured tones: “I think he’s a good man. I think he’s trying to do what he...
Friedman, Plato & Trump vs. Think Tanks, Richard Haass, Macron & Bloomberg?
Richard Haass tweeted the following on Friday: Richard N. Haass Verified account @RichardHaass Dec 7 – In an instant Europe has gone from being th...
Is Contagion Poking Its Head Out of Its Hole?
Seemingly all of a sudden, the name General Electric created a pang of panic this week. This old venerable name has been tarnished for years and its stoc...
Trump Unbound – Fed Independence & Obama DOJ Redux
What a morning was this Wednesday? It was a perfect celebration of Diwali, the festival of lights, which spreads joy into every household. The midterm el...