Interesting TACs of the Week (April 19 – April 24, 2015)
Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. ...
Category: Uncategorized
The Deal – America makes Iran a Hum-Safar
Back in 2013, we wrote: “America will have to turn into 19th century Britain and play Middle Eastern players against each other the way that Britai...
Interesting TACs of the Week (March 28 – April 3, 2015)
Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. ...
Macro Risk in the Indian economy – Financial Infrastructure
Two weeks ago, we featured opinions that suggested a “breather” in the Party Going On In the Indian Stock Market. Interestingly, the Indian S...
Horror again
The day we can’t and won’t forget is September 11, 2001. The news of the first plane crash, watching on TV as the second plane took dead aim ...
From Russia With Fear
What a week this was! The most important trading commodity in the world crashed and so did the currency & financial markets of the second most powerf...
Caste & Varna Systems in America, Europe & India – India Reflections – I
Editor’s Note: This is the first article in a new series called India Reflections. The goal is to present a macro view of concepts that have been d...
Happy Diwali & Happy New Year to All
This week the Indian Subcontinent & the global Indian Diaspora celebrated Diwali (Deepavali) and welcomed in the New Year. The Sanskrut word Deepa...
Gandhi-Mandela-Narendra Modi & Ambedkar-Martin Luther King
Two major events took place this past week. The birth anniversary of Mahatma Gandhi on October 2 and an outpouring of affection & admiration in New Y...
Interesting TACs of the Week (September 1 – September 5, 2014)
Summary – A top-down review of interesting calls and comments made last week about monetary policy, economics, stocks, bonds & commodities. TACs is o...