Two Local Elections 7350 Miles Apart – So Different Yet So Similar

  Earlier this week, Democrat Conor Lamb very narrowly defeated Republican Rick Saccone to win a seat in a district in Pennsylvania that President Trump won by 20%+ margin in November 2016. This was heralded as a pointer to a Democrat landslide in the November 2018 mid term elections. This is indeed true to American…

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Interesting TACs of the Week (March 10 – March 16, 2018)

Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. TAC is our acronym for Tweets, Articles, & Clips – our basic inputs for this article. Editor’s Note: In this series of articles, we include important or interesting Tweets, Articles, Video Clips with our comments. This is an article…

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Interesting TACs of the Week (March 3 – March 9, 2018)

Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. TAC is our acronym for Tweets, Articles, & Clips – our basic inputs for this article. Editor’s Note: In this series of articles, we include important or interesting Tweets, Articles, Video Clips with our comments. This is an article…

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President Trump’s Tariffs Announcement – Oh Yeah, Baby?

  President Trump stunned the world on Thursday with a sudden announcement about tariffs on imports of steel and aluminum. Of course, he has been talking about doing this since he began campaigning in 2015. But no one expected him to really take that step. Because, as the prevailing wisdom goes, imposing tariffs would quickly…

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Interesting TACs of the Week (February 24 – March 2, 2018)

Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. TAC is our acronym for Tweets, Articles, & Clips – our basic inputs for this article. Editor’s Note: In this series of articles, we include important or interesting Tweets, Articles, Video Clips with our comments. This is an article…

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Interesting TACs of the Week (February 17 – February 23, 2018)

  Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. TAC is our acronym for Tweets, Articles, & Clips – our basic inputs for this article. Editor’s Note: In this series of articles, we include important or interesting Tweets, Articles, Video Clips with our comments. This is an…

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India Joins Oman & America in the 21st century Singapore/Mumbai

  Go back in time and you will see that greatest geographical discoveries of humankind have been deep sea ports with easy links to the mainland. Singapore is the first name that comes to mind. It sits at the other end of the Malacca Straits, that narrow waterway through which 25% of world’s traded goods…

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Interesting TACs of the Week (February 10 – February 17, 2018)

  Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. TAC is our acronym for Tweets, Articles, & Clips – our basic inputs for this article. Editor’s Note: In this series of articles, we include important or interesting Tweets, Articles, Video Clips with our comments. This is an…

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