Interesting TACs of the Week (July 16 – July 22, 2016)
Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. TAC is ...
Category: Uncategorized
Have a Great 4th of July & Hail Britannia together? Always Inappropriate or Appropriate This Year?
The first reaction to our title is clear – absolutely inappropriate. The Fourth of July is a celebration of America’s Independence from the h...
Brexit – Revolt of Contagion Victims
Last week we wrote in our article The Fed Capitulates To The Contagion: “It is the big broad electorate, the commoners who have been suffering. There are...
Trump vs. Hillary – Two Surprising Views; Is Trump getting Romnified?
The chart below does justice to the dictum that a picture is worth a thousand words. It shows very simply why Bernie Sanders & Donald Trump have rece...
India-Iran Deal for Chabahar – New Kingmaker for Indian Ocean Trade?
This week India & Iran signed the deal for India to develop the port of “Chaabahaar” in the Baluchestan province of Iran. The two countri...
Monday April 4 – A Day for the Low Ranked & Magic of Sports
Nothing is so satisfying in life as seeing lowly ranked people or underdogs rise in spontaneous valor to defeat the high & mighty. Competitive Sports deliv...
Turkey as NonPakistan – Why ISIS May Survive For A Long Time
This week ISIS struck again in Europe. The carnage in Brussels reminded us of the even more horrific attack on Paris on November 13, 2015. Eleven days af...
Interesting TACs of the Week (February 13 – February 19, 2016)
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 (January 30 – February 5, 2016)
Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. ...
Contagion – From China , Europe, & now Japan – Trump in 2016
“Change happens slowly and then all at once” is an old maxim. Merely three weeks ago we wrote about the contagion hitting China & its im...