Happy New Year To Me – Says the Contagion?
Back on October 11, 2014. we wrote about the contagion that is sweeping the world, a contagion that we said was worse than ISIS or Ebola. The spread of I...
Month: January 2015
Horror again
The day we can’t and won’t forget is September 11, 2001. The news of the first plane crash, watching on TV as the second plane took dead aim ...
Interesting TACs of the Week (January 3 – January 9, 2015)
Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. TACs is...
The Central Problem in US-India Relations
Both Americans and Indians think they understand each other, especially the diplomats, think tankers, journalists who interact with their peers on the ot...
Interesting TACs of the Week (December 29, 2014 – January 2, 2015)
Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. ...