Smart or Lucky – Obama Administration is Finally Playing the Mideast Game Well
US policy in the Middle East took an interesting turn this week. On the right side, US decided to support the Iraqi attack on ISIS held portions of Tikri...
Month: March 2015
Interesting TACs of the Week (March 23 – March 27, 2015)
Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. ...
Macro Risk in the Indian economy – Financial Infrastructure
Two weeks ago, we featured opinions that suggested a “breather” in the Party Going On In the Indian Stock Market. Interestingly, the Indian S...
Interesting TACs of the Week (March 7 – March 13, 2015)
Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. ...
200 years Ago & BBC Today – British Remain British & Indians Remain Indians
This week, India went through another rape-related convulsion that really was not about rape. A British BBC filmmaker produced a film about the heinous 2013 r...
Russia-Ukraine – When Stratfor Gets Surprised, We Worry
Think back to the Cold War. That was a worldwide conflict fought by USA & USSR via proxy wars in other countries. Every action by one would result in...
Interesting TACs of the Week (March 2 – March 6, 2015)
Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. ...