Indians Remain Same Indians; But Is PM Modi A Different Leader?
1. Indians of 950-995 CE Today’s Indians are just like Indians of 950-995 CE. That India was the richest land in the world with an estimated 38% of...
Month: September 2016
Interesting TACs of the Week (September 17 – September 23, 2016)
Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. TAC is ...
Trump – Ignorance of NYT’s Maggie Haberman & Panic of Atlantic’s James Fallows
The first four days of this week were terrific for the Donald Trump campaign. The reaction among the elite journorati (a la literati or twitterati) borde...
Interesting TACs of the Week (September 10 – September 16, 2016)
Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. TAC is ...
Best Wishes for Ganesh-Utsav of 2016
This week the world celebrates Ganesh-Utsav, the celebration of Ganesh; the most joyous celebration of the Indian calendar. Ganesh or Gan-Ish literally m...
People’s Movement – Brexit, Merkel’s CDU & Trump from a True Expert
During the Republican Primary in South Carolina, we called an old friend from our college days who now lives & teaches Mathematics in Columbia, SC. W...
Wow! Moon Venus & Jupiter In One Photo
Some people are blessed with talent, talent that eludes most of us. This rarity hits us when we see it in routine things which we all do. We are talking ...
Interesting TACs of the Week (September 3 – September 9, 2016)
Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. ...
Donald Trump in Mexico – He Took the Current; The Trump campaign – Not So Much
Most have read the famous quote from Shakespeare’s Julius Caesar “There is a tide in the affairs of men … “. The last line of tha...
America & India – A Quiet but Major Step in the Eighth Presidential Year
The Sixth year of a two-term Presidential Cycle has been lucky for US-India relations going back 24 years. The dormant US-India relationship took a drama...