2019 – A Cycle Change?
As we stand at the dawn of a new year, it behooves us to ask if there is a cycle change going on. The tremendous volatility seen in US equity markets is ...
Month: December 2018
Interesting TACs of the Week (December 22 – December 28, 2018)
Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. TAC is ...
Mattis vs. Powell – Tyranny of the Unelected
This week General Mattis, Secretary of Defense, resigned citing differences between his world view and that of President Trump. It caused consternation i...
Interesting TACs of the Week (December 15 – December 21, 2018)
Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. TAC is ...
Fourth Unalienable Right? US &/vs. India
Last week President Trump criticized Fed Chairman Powell in measured tones: “I think he’s a good man. I think he’s trying to do what he...
Interesting TACs of the Week (December 8 – December 14, 2018)
Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. TAC is ...
Friedman, Plato & Trump vs. Think Tanks, Richard Haass, Macron & Bloomberg?
Richard Haass tweeted the following on Friday: Richard N. Haass Verified account @RichardHaass Dec 7 – In an instant Europe has gone from being th...
Interesting TACs of the Week (December 1 – December 7, 2018)
Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. TAC is ...
Et Tu Michael Kugelman – Sad & Disturbing Reality of Deep Hate of India in US Think Tanks
To find the New York Times publishing articles heaping religious & racial abuse against Indians is so common that few care any more. And, honestly, N...
Interesting TACs of the Week (November 24 – November 30, 2018)
Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. TAC is ...