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...
Category: Focus
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...
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...
India to the Moon – Deja Vu from Spain-Columbus Voyage to India?
This week India launched its second mission to the moon named Chandra-Yaan-2 (literally Moon vehicle-2). Eleven years ago, India’s first lunar miss...
The Game Just Got More Momentous & Much More Interesting
What game are we talking about? The game that affects all our lives as well as our near term future. The game is money mixed with politics. Look what we ...
Colorism in Democrat Party – Nasty Form of Intra-Color Racism?
A few years ago, an Austrian investor from Vienna came up to us after our Hedge Fund presentation in a major Spanish city. Apparently we had used ...
Interesting TACs of the Week (June 29 – July 5, 2019)
Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. TAC is ...
Is Kamala Harris a Race Jumper, a Symbolic Culture Annihilator, or both?
Little has been heard about the Democratic debate on Thursday, June 27, apart from the blistering attack on former Vice President Biden by Senator Kamala...
Interesting TACs of the Week (June 15 – June 21, 2019)
Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. TAC is ...
America vs. Iran – Tanker Attacks II
A month ago, we wrote, “So Iran’s so-called power is being reduced step by step & Iran is being forced into a local posture instead of a pan-gu...