Interesting TACs of the Week (September 19 – September 25, 2020)
Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. TAC is ...
Month: September 2020
China of 2020 vs. China of 2016 – Xi Caught In A Trumodi Bind?
Remember the China of 2016! No one doubted that it was a major power on its way to becoming a global superpower with the largest economy on earth & a...
Interesting TACs of the Week (September 12 – September 18, 2020)
Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. TAC is ...
Will Never Forget
We can recall virtually every place we were on that morning of September 11, 2001; where we were when we heard about the first plane hitting the World Tr...
Soldiers at the Top of the World – Think of Them
As we remembered 9/11 on the morning of September 11, 2001, we saw the following tweet: d-atis@detresfa_ Sep 11 – #IndianArmy high altitude maneuve...
Interesting TACs of the Week (September 6 – September 11, 2020)
Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. TAC is ...
Doing “a China” to China in Ladakh – India’s “Less Talk, More Action”
1.This week in Ladakh As Shiv Aroor of India Today tweeted this week, Shiv Aroor@ShivAroor – Last weekend, something changed in Ladakh. The Indian...
Interesting TACs of the Week (August 29 – September 5, 2020)
Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. TAC is ...