Interesting TACs of the Week (September 18 – September 24, 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: September 2023
The IMEC Corridor – Geography Dictates & History Rhymes
Last week we covered the formal announcement of the India-Middle East-Europe Corridor (IMEC) in our Investment TACs article dated September 10, 2023 in S...
Interesting TACs of the Week (September 11 – September 17, 2023)
Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. TAC is ...
The Day That Will Never End
We still see the second plane fly at the World Trade Center and we still recall the intense dust mass settling on lower Manhattan. We still recall an old...
Bharat-Shiv-Shakti Mental Independence of India & PM Modi
1.Pre-Modi vs. With Modi We had written on May 4, 2019 in our article Mental Independence of Indians & Narendra Modi that: “India became physic...
Interesting TACs of the Week (September 4 – September 10, 2023)
Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. TAC is ...
BRICS, G20 & Beyond – India – China as Central Competition
Funny how things turn out! The recently completed BRICS Summit in South Africa was supposed to be a sort of de facto coronation of China’s Presiden...
Interesting TACs of the Week (August 27 – September 3, 2023)
Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. ...