A Joint Appeal to Gov. Rajan, FM Jaitley & PM Modi
The English people stunned the world this week by voting to exit from the EU. Financial markets gored investors in turn by first sending waves of money i...
Month: June 2016
Brexit – Revolt of Contagion Victims
Last week we wrote in our article The Fed Capitulates To The Contagion: “It is the big broad electorate, the commoners who have been suffering. There are...
Interesting TACs of the Week (June 18 – June 24, 2016)
Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. TAC is ...
Is RBI Governor Rajan’s Departure Good for India?
Update & Appeal on Saturday, June 25, 2016 – Our fears about the global economy are being realized at least in part. Yesterday’s steep & fea...
Horror in Orlando – “Some Truths” From a True Expert
A true expert for us is someone who has probably forgotten more about a subject than we know. One such is Dr. George Friedman who founded Stratfor & ...
The Fed Capitulates To The Contagion
After promising to raise rates 3-4 times in 2016, after endless debates within & outside about when & by how much, the US Federal Reserve capitul...
Interesting TACs of the Week (June 11 – June 17, 2016)
Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. TAC is ...
3 Established Women Leaders – 3 Pivotal Elections that Changed Fate of Nations
Societal Intelligence is a concept we believe in. By definition, the ordinary people of every society are less capable, less intelligent. less rich &...
Different Year, Same Problem – Can CNBC Fast Money Ever Change Its Spots?
CNBC Fast Money is a show directed at those who are interested in quick trading of financial assets, mainly stocks. It is a fun show that tries to imitat...
Interesting TACs of the Week (June 4 – June 10, 2016)
Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. ...