Interesting TACs of the Week (November 21 – November 27, 2020)
Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. TAC is ...
Category: Current Affairs
China-USA-India – RCEP, Malabar & First Fleet
You wouldn’t know it if you only followed US MSM but globally this week was mainly about China. Everyone else in the World was talking about RCEP, ...
Interesting TACs of the Week (November 14 – November 20, 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 7 – November 13, 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 (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 ...
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...
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 ...