Cycle Change Reflections – US-Europe, Covid19-Plague, China 14th-21st Century
Back on December 30, 2018 we wondered whether the World was on the verge of a Cycle Change in 2019: “Now, we think, a new cycle is beginning. A cyc...
Month: February 2020
Interesting TACs of the Week (February 22 – February 28, 2020)
Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. TAC is ...
Birth Anniversary of The Once in 1,000 Years Man – A Leading Indicator?
Any one who has read about World War II knows about British Field Marshal “Monty” Montgomery, the man who defeated the legendary German Field...
Michael Bloomberg – Guess He Forgot about Mark Cuban & Other Billionaires!
“Imagine a billionaire who thinks he is so much better than Donald Trump, so much smarter, so much more thoughtful and that he would make a far bet...
Interesting TACs of the Week (February 15 – February 21, 2020)
Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. TAC is ...
From Howdy Modi in Houston to Kem Cho Trump in Gujarat
Remember September 28, 2019 & the great show in Houston called Howdy Modi! Man, that was something. Two creators of mass movements, two mega stars th...
Minority Rights in India – A Commitment to Tolerance & Peace
Very few people have any clue about the enormous ethnic, linguistic diversity of India. It makes Europe seem homogeneous by comparison. Not only is India...
Interesting TACs of the Week (February 8 – February 14, 2020)
Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. TAC is ...
Is a Partition of the UK in America’s Strategic Interest?
The short & immediate answer is Not Yet. The Special Relationship between USA & UK has been touted as the bulwark of US policy in Europe and righ...
Interesting TACs of the Week (February 1 – February 7, 2020)
Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. TAC is ...