Straits of Malacca & Bay of Bengal – Naturally Evolving US-India Relationship – II
Last week, we discussed India taking over the operations at Chabahar, the new port in Iran and the enormity of the reach the port provides to Afghanistan...
Category: Television Media
Interesting TACs of the Week (January 12 – January 18, 2019)
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 (January 5 – January 11, 2019)
Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. TAC is ...
China, Apple, Trump and 4 Traps of Magnus
This week the world’s biggest market cap company, the world’s biggest corporate icon, the company that has done more to bring the world toget...
Interesting TACs of the Week (December 29 – January 4, 2019)
Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. TAC is ...
2019 – A Cycle Change?
As we stand at the dawn of a new year, it behooves us to ask if there is a cycle change going on. The tremendous volatility seen in US equity markets is ...
Interesting TACs of the Week (December 22 – December 28, 2018)
Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. TAC is ...
Mattis vs. Powell – Tyranny of the Unelected
This week General Mattis, Secretary of Defense, resigned citing differences between his world view and that of President Trump. It caused consternation i...
Interesting TACs of the Week (December 15 – December 21, 2018)
Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. TAC is ...
Fourth Unalienable Right? US &/vs. India
Last week President Trump criticized Fed Chairman Powell in measured tones: “I think he’s a good man. I think he’s trying to do what he...