Back to Obama-Biden-Bernanke in 2010 – To A New Middle East As Well?
As they say, History Rhymes. And we are increasingly looking back to 2010-2012 as being congruent to what we might be seeing unfold. Fancy geo-strategy s...
Month: December 2020
Interesting TACs of the Week (December 12 – December 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 ...
Asia vs. Indo – Small Slip or Major Turn in the Pacific?
Any one who has even superficially followed US-India relations knows that this relationship follows a 2-steps forward, 1-step backward path. US-India rel...
Interesting TACs of the Week (December 5 – December 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 ...
Interesting TACs of the Week (November 28 – December 4, 2020)
Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. TAC is ...