Is This Time Different? A “Short Intense” China-India War?

  As Prime Minister Modi sat down for dinner with President Trump three weeks ago, China sent its soldiers in a major incursion into Bhutan’s border with Chumbi Valley, a very strategic area at the intersection of Chinese-occupied Tibet, India & Bhutan. The incursion was to build a road from Chinese-occupied Tibet into the Doklam plateau…

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Interesting TACs of the Week (July 8 – July 14, 2017)

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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India-Israel Become Strategic Partners – PM Modi’s Visit to Israel

  India & Israel upgraded their relationship this week to a strategic partnership, a partnership that rests on common values, shared sadness & the enormous opportunity each nation sees in the other. Rarely has a visit been so successful as PM Modi’s visit to Israel this week. PM Netanyahu set aside his regular duties to…

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Interesting TACs of the Week (July 1 – July 7, 2017)

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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Trump-Modi Meeting – Better Than Expected AND Strategic

  Last week we discussed one “reality” of the US-India “partnership”, the economic reality that is not ideal at this time. To their wise credit, President Trump & PM Modi avoided this unpleasant reality and focused on what is entirely positive & mutually beneficial. President Trump told America and his base why India is beneficial…

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PM Modi Visit & Chinese-Indian Angle at CNBC

  CNBC keeps saying that they have more Indian-Americans than any other network and that the Managing Editor of CNBC is an Indian-American. Their PR keeps using this to deflect any criticism of anti-Indian behavior by CNBC on-air people including contemptuous mispronouncing of Indian names including & especially PM Modi’s name.  But Indian origin or…

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Interesting TACS of the Week (June 24 – June 30, 2017)

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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PM Modi’s Visit to DC & Reality of US-India “Partnership”

  Prime Minister Modi (pronounced Mo-thee) is going to visit Washington DC on Monday to meet President Trump. It is an important visit for India but not necessarily for America. The latter conclusion stems from the reality that India is simply not that important to America, at least not at this time. India is always deemed…

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