Interesting TACs of the Week (October 24 – October 30, 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: October 2020
The Election – Ian Bremmer & Minorities
Remember the first debate between President Obama & Governor Mitt Romney in 2012? No one had expected Romney to do that well against President Obama....
Interesting TACs of the Week (October 17 – October 23, 2020)
Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. TAC is ...
China re Ladakh – Second Shoe Drops; Smokescreen lifted
From the beginning of this summer’s conflict between China & India, we have been convinced that the real issue is far more strategic than a tac...
Interesting TACs of the Week (October 10 – October 16, 2020)
Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. TAC is ...
President Trump Post-Covid; Nancy Pelosi as Bob Alexander?
Was any drug or its maker more aptly named than Regeneron? Ever? Remember the shock we all felt just a week ago upon finding out that President Trump was...
Interesting TACs of the Week (October 3 – October 9, 2020)
Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. TAC is ...
President Trump & Covid
It was a sudden & absolute shock to hear about President Trump’s positive covid test on Friday morning. True to form, he told the American peop...
Interesting TACs of the Week (September 26 – October 2, 2020)
Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. TAC is ...