Interesting TACs of the Week (July 6 – July 12, 2019)
Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. TAC is ...
Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. TAC is ...
A few years ago, an Austrian investor from Vienna came up to us after our Hedge Fund presentation in a major Spanish city. Apparently we had used ...
Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. TAC is ...
Little has been heard about the Democratic debate on Thursday, June 27, apart from the blistering attack on former Vice President Biden by Senator Kamala...
Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. TAC is ...
Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. TAC is ...
A month ago, we wrote, “So Iran’s so-called power is being reduced step by step & Iran is being forced into a local posture instead of a pan-gu...
Even a casual reader of this Blog would notice that we are fans of Prime Minister Narendra Modi & his dedication to getting India to its rightful place i...
Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. TAC is ...
1.Israel-Egypt vs. India-NaPak Why is the Israel-Egypt border peaceful? First because that serves the mutual interests of both regimes. But equally so because...