Interesting TACs of the Week (May 22 – May 28, 2023)
Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. TAC is ...
Month: May 2023
Now The Other Side of the Globally Mega Deal?
Last week we wrote about what we consider to be a globally mega deal “using a railway network from UAE to Israel via Saudi Arabia to build a global...
Interesting TACs of the Week (May 15 – May 21, 2023)
Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. TAC is ...
Not Just Lawrence of Arabia Mega but Global Greece-Rome-Middle East-Indian Ocean Mega?
Remember the intensity of the Adani Washout, the steep decline in Adani Group share price in early February 2023? No one was focused on anything other th...
Interesting TACs of the Week (May 8 – May 14)
Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. ...
Interesting TACs of the Week (May 1 – May 7, 2023)
Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. ...