China & Thucydides Scenario
About 2500 years ago, a Greek named Thucydides wrote that the Athens-Sparta war took place because Sparta, the dominant state, became increasingly fearfu...
Category: Current Affairs
Interesting TACs of the Week (July 11 – July 17, 2020)
Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. TAC is ...
A Fall of Discontent or Conflict? US-China-Russia
What happens in the November 2020 Presidential election is a going to be a big deal. Not only will that determine how many countries in the World will ac...
Interesting TACs of the Week (July 4 – July 10, 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 (June 27 – July 3, 2020)
Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. TAC is ...
A Newly Assertive India vs. China – Will Galwan-Ladakh-2020 Be A Trigger Like Kargil-1999?
The reality is that all of India is primarily focused on economic development of Indians. That makes India focused inwards. As a result, Indian foreign p...
Galwan-Pangong – Back to 1962 War Capture; So Just a Beginning?
Question – Has India ever sent its troops into Chinese-claimed territory in an attempt to seize or even physically claim territory? No. Not even on...
Interesting TACs of the Week (June 13 – June 19, 2020)
Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. TAC is ...
Ladakh-Xinjiang – Long term Game & A Window into China vs. India & USA
Most in India think about the recent Chinese incursion into India’s Ladakh province as another isolated Chinese attempt that will cool off. To us, ...
Interesting TACs of the Week (June 6 – June 12, 2020)
Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. TAC is ...