NaMo India – Step Change of Barclays & Shiller’s Tale Risk
A sustained growth economy is like a step function in Mathematics. It is like a ladder with which you take one step up, then you walk flat for a awhile &...
Category: Investing.
Interesting TACs of the Week (November 1 – November 7, 2014)
Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. ...
Contagion & Panic among Global Central Banks
How fast does contagion travel & how fast do the world’s central banks panic? We saw it in the past three weeks. We wrote about the deflation c...
Interesting TACs of the Week (October 25 – October 31, 2014)
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 (October 20 – October 24, 2014)
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 (October 11 – October 17, 2014)
Summary – A top-down review of interesting calls and comments made last week about the flash crash in Treasuries, monetary policy, economics, stocks, bon...
Interesting TACs of the Week (October 4 -October 10, 2014)
Summary – A top-down review of interesting calls and comments made last week about monetary policy, economics, stocks, bonds & commodities. TACs is o...
Interesting TACs of the Week (September 27 – October 3, 2014)
Summary – A top-down review of interesting calls and comments made last week about monetary policy, economics, stocks, bonds & commodities. TACs is o...
Interesting TACs of the Week (September 20 – September 26, 2014)
Summary – A top-down review of interesting calls and comments made last week about monetary policy, economics, stocks, bonds & commodities. TACs is o...
It’s Not What You Say, It’s What They Hear – US-India Relations
Relationships are weird. Perceptions count far more than reality in making relationships succeed. This is just as true of societies as it of individual relati...