Summary – A top-down review of interesting calls and comments made last week about monetary policy, economics, stocks, bonds & commodities. TACs is our acronym for Tweets, Articles, & Clips – our basic inputs for this article. Editor’s Note: In this series of articles, we include important or interesting Tweets, Articles, Video Clips…
The barbaric beheading of James Foley by a British member of ISIS has shaken most out of their complacency. President Obama called ISIS a “cancer” and Secretary Kerry vowed to destroy it. A cancer needs to be eradicated and eradicating ISIS will not be possible for reasons discussed below. It might be possible to destroy…
The horrors perpetrated by ISIS have been the international story of the past two weeks. The barbarically savage murder of American reporter James Foley has galvanized America as few other recent events have. The media has gone nuts trying to find suitable adjectives for ISIS & its actions – militants, extremists, terrorists. Frankly, these…
Summary – A top-down review of interesting calls and comments made last week about monetary policy, economics, stocks, bonds & commodities. This week, we review the Jackson Hole meeting, Yellen-Draghi speeches & the stock market rally. Also did Fibonacci discover the numbers or were they discovered & used 100 years before him? TACs is…
Four months ago, on April 18, 2014, we wrote, “If this week’s polls turn out to be accurate, then India will begin its journey towards mental independence just as India began its journey of physical independence in 1947.” The polls proved even more accurate than we could have hoped. And our hope of mental…
Yesterday, 15th August 2014 was the 68th Independence Day of Bharatiya Gan-Rajya or the Republic of India. The subcontinent, the country & its culture is referred to as India or Indian because the civilization was developed on the banks of the mighty river Sindhu, or Indus. Every foreigner who came into India via land…
Summary – A top-down review of interesting calls and comments made last week about monetary policy, economics, stocks, bonds & commodities – Ukraine-Russia, Global Yields plummet. TACs is our acronym for Tweets, Articles, & Clips – our basic inputs for this article. Editor’s Note: In this series of articles, we include important or interesting…
Never get into a war where your adversary’s stake in the war is much much greater than yours – this is an old maxim of strategy. And it is more true for an empire or the reigning superpower than it is for insurgent regimes. Insurgent regimes can end their conflicts with a dominant empire…
Summary – A top-down review of interesting calls and comments made last week about monetary policy, economics, stocks, bonds & commodities. This week, we review the volatility in the markets and the impact of Russia-Ukraine situation. TACs is our acronym for Tweets, Articles, & Clips – our basic inputs for this article. Editor’s Note:…
This week, Secretary of State John Kerry visited India to attend the Fifth India-US Strategic Dialogue. The impetus behind the visit was clearly stated in the Joint Statement – “The two sides recognized that the decisive mandate provided by the Indian people to their new Government provided a unique opportunity to re-energize this relationship.”…