Contagion – From China , Europe, & now Japan – Trump in 2016
“Change happens slowly and then all at once” is an old maxim. Merely three weeks ago we wrote about the contagion hitting China & its im...
Month: January 2016
Interesting TACs of the Week (January 23 – January 29, 2015)
Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. ...
Reagan, FDR, & Nixon – 2016 Election
After a long political preseason, the opening game is at hand. The Iowa caucus on February 1 promises to be momentous for both Democrats & Republican...
Interesting TACs of the Week (January 16 – January 22, 2016)
Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. ...
China, Like Japan, Learns Finance is America’s Game
Remember Japan of the 1970s & 1980s? They were all set to conquer the world with their great multinationals, their long term thinking & their sma...
Interesting TACs of the Week (January 9 – January 15, 2016)
Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. ...
2000, 2008, & Now 2016 – My Time Yet? Asks the Contagion
Just a week ago, we wrote about the curse of the 8th year of a two-term Presidency and asked whether 2016 would be a Happy or Interesting New Year? And l...
Interesting TACs of the Week (January 2 – January 8, 2016)
Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. ...
2016 – A Happy or Interesting New Year?
May you live in interesting times is a time honored call. And nothing has been more interesting than the last year of a two-term President. Remember the ...
Descendants of Bajirao & His Generals – Evidence of Why India Tends to Collapse?
One of the most popular articles of this Blog is the one titled Why Does India Tend to Collapse So Often? Written in June 23, 2012, it spread far & w...