Interesting TACs of the Week (November 29 – December 5, 2014)
Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. ...
Category: Investing.
Interesting TACs of the Week (November 22 – November 28, 2014)
Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. ...
President Obama & India – Charm of the Sixth Presidential Year
The concept of a Presidential Cycle has been an important part of investing lore. Simply put, the first two years of each Presidential term are basically...
Interesting TACs of the Week (November 15 – November 21, 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 (November 8 – November 14, 2014)
Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. ...
Back to the Roots, Mirror Image, or Both?
Roll Tide is probably the best description of Tuesday’s sweep. The Republicans recaptured the Senate, dominated the House, swept away Democratic challen...
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 &...
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. ...