India-Iran Deal for Chabahar – New Kingmaker for Indian Ocean Trade?
This week India & Iran signed the deal for India to develop the port of “Chaabahaar” in the Baluchestan province of Iran. The two countri...
Month: May 2016
Interesting TACs of the Week (May 21 – May 27, 2016)
Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. ...
Historical Italy & Modern American Management – A Feast for the Senses
Remember the cry of the 1980s? The caricature of American economy as burger-flipping service sector jobs in contrast to the Japanese who were portrayed a...
Trump vs. Hillary from France via Venice
You go anywhere in the world today and you hear people talking & asking about Trump vs. Hillary. Italy was no exception. The TV coverage seemed more ...
Interesting TACs of the Week (May 14 – May 20, 2016)
Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. ...
Hillary-Ryan vs. Trump-Sanders; Republic vs. Democracy; Chuck Todd vs. Van Jones
When Donald Trump swept the Indiana Primary, it was all over. Senator Cruz suspended his campaign on Tuesday night & John Kasich suspended his campai...
Interesting TACs of the Week (April 30 – May 7, 2016)
Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. ...