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 ...
Category: Focus
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...
A Digital Wake Up Call for Modi Government? And a Trade Dispute Risk?
Even a casual reader of this Blog would notice that we are fans of Prime Minister Narendra Modi & his dedication to getting India to its rightful pla...
US-Mexico & Israel-Egypt vs. India-NaPak; A Shift in US Global Strategy?
1.Israel-Egypt vs. India-NaPak Why is the Israel-Egypt border peaceful? First because that serves the mutual interests of both regimes. But equally so because...
“Janata-Janaardan” & Narendra Modi – Destiny of Mentally Independent India
Rarely do an electorate & an electoral leader come together in a meeting of minds & actions. But when they do, you see magic. All normal concepts...
America vs. Iran – Economic, Strategic Conflict Not Physical War
This week, war drums seemed ready to beat between America & Iran but did not. Quite possibly, signals were misread or internal combat between differe...
China’s Ignorant Arrogance – President Trump’s Smarts; Back to 1930s USA vs. Japan
This week was dominated by the big global conflict of this period. President Trump shocked global markets last Sunday night by tweeting simply: Donald J....
Putin’s Arrogant Folly & Its Consequences 15 Years Later
There are certain decisions which, if taken in arrogant haste, can prove disastrous in the long run, almost irreversibly disastrous. The greatest modern ...
(9/11 >> Iraq Invasion) vs. (Sri Lankan Massacre by Extremist Muslims >> Attacks on Buddhists/Hindus by NYT, WPR)
Last Saturday, we felt at peace & wrote in our weekly email – “This is such a weekend for simply chilling out. Taxes are done & paid;...
Three Elections – One Victory, One Begins & One Getting Clearer?
The biggest election in the world began this week with over 900 million people voting over the next 5 weeks to either renew the mandate they had given to...