Af-NPak – America Leaves, China Enters
Five years ago, President Obama announced his decision to pull out of Afghanistan at the end of 2014. This led us to write our Post-American Withdrawal V...
Five years ago, President Obama announced his decision to pull out of Afghanistan at the end of 2014. This led us to write our Post-American Withdrawal V...
Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. ...
Roll Tide is probably the best description of Tuesday’s sweep. The Republicans recaptured the Senate, dominated the House, swept away Democratic challen...
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 &...
Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. ...
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...
Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. ...
Remember June 2012? India was gripped by financial crisis. The despair in India was palpable. The Indian growth story was officially over. To use S&P...
We have all seen the pictures. Men of ISIS who behead American journalists while speaking in British and American accents. These are British & Americ...
Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. ...