Last week we covered the formal announcement of the India-Middle East-Europe Corridor (IMEC) in our Investment TACs article dated September 10, 2023 in Section 4 titled “Nothing but historic“; “The Deal“; “Lawrence of Arabia mega“. That article also summarized what we had written earlier about this project: Not Just Lawrence of Arabia Mega but…
Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. TAC 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 with our…
We still see the second plane fly at the World Trade Center and we still recall the intense dust mass settling on lower Manhattan. We still recall an old friend from college who was waiting across the river in New Jersey to come across for a 9:30 meeting at the World Trade Center. Luckily…
1.Pre-Modi vs. With Modi We had written on May 4, 2019 in our article Mental Independence of Indians & Narendra Modi that: “India became physically independent in 1947 but that independence was far from real. It continued to be governed by the same British-created elite that had run India for the British. Not only…
Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. TAC 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 with our…
Funny how things turn out! The recently completed BRICS Summit in South Africa was supposed to be a sort of de facto coronation of China’s President Xi Jing Ping as the leader of BRICS. Look what South Africa’s President Ramaphosa said on August 22 while bestowing South Africa’s highest honor on President Xi Jin…
Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. TAC 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 with…
1.From Malthusian catastrophe to today’s Dire Climate Change fears Who hasn’t heard of the dire warnings about climate change as THE potentially catastrophic crisis ahead of our world? The most radically dangerous version of a “climate” solution that we have heard is a reported ruling by the Netherlands to their farmers to stop growing…
Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. TAC 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 with…
Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. TAC is our acronym for Tweets, Articles, & Clips – our basic inputs for this article. Editor’s Note: In this series of articles, we cde important or interesting Tweets, Articles, Video Clips with…