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...
Category: Uncategorized
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...
China, Like Japan, Learns Finance is America’s Game
Remember Japan of the 1970s & 1980s? They were all set to conquer the world with their great multinationals, their long term thinking & their sma...
David Axelrod on Trump-Obama & Our Quick Take on Trump-Putin
In the section titled “Anti-Obama” in our last week’s article, we had written: “We had introduced the Anti-Obama concept back in...
The Antithesis of Wayne Gretzky – US Game Against ISIS
By now we all know about ISIS right? We know how Russians are engaged in massive bombings of positions in Syria, how the Obama Administration is escalat...