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Happy New Year

Posted on January 2, 2021 by MV

  We wish all our readers a very Happy & Prosperous New Year. Our most sincere wish is that by the time 2022 rolls around, the CoronaVirus will be comp...

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Interesting TACs of the Week (December 5 – December 11, 2020)

Posted on December 12, 2020 by MV

Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. TAC is ...

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Interesting TACs of the Week (November 28 – December 4, 2020)

Posted on December 5, 2020 by MV

Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. TAC is ...

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Happy Diwali & Happy New Year

Posted on November 14, 2020 by MV

  The 2020 Festival of Diwali began on Friday, November 13. Tomorrow is Lakshmi-Pujan, the central day of the 5-day Diwali festival. It is the most importa...

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Interesting TACs of the Week (October 31 – November 6, 2020)

Posted on November 7, 2020 by MV

Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. TAC is ...

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Interesting TACs of the Week (October 10 – October 16, 2020)

Posted on October 17, 2020 by MV

Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. TAC is ...

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Interesting TACs of the Week (August 22 – August 28, 2020)

Posted on August 30, 2020 by MV

Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. TAC is ...

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Af-Kash-Bet via Tajikistan by China – 5% in 2011 to 45% in 2020

Posted on August 9, 2020 by MV

  Go back to our first article on the recent China-India skirmish on the Ladakh-Tibet Line of Control & see what we wrote in Section 5 titled Just the ...

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Interesting TACs of the Week (June 20 – June 26, 2020)

Posted on June 27, 2020 by MV

Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. TAC is ...

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China vs. USA Post CoronaVirus? Return of Gujarat’s Modi?

Posted on May 9, 2020 by MV

  During a WhatsApp conversation about the lockdown in New York & Mumbai, we heard an opinion that post-CoronaVirus China would be a leading power whil...

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