Editor’s Note: This article follows our earlier AUKUS – Elementally Sensible. article that explains the importance of AUKUS via maps of sea-lanes. Just a month or so ago, the story was how America has NOT won a war for decades despite waging war around the world. The list given was long, Korea, Vietnam,…
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 comments. This is an article…
Sometimes an avalanche of bad news arising from an impetuous blunder is a good thing. Panic at collapsing support is sometimes a trigger to break out in a new positive direction. We don’t know if that is behind this week’s elementally sensible decision to formally launch Aukus, the new trilateral partnership between USA, UK…
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 comments. This is an article…
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 comments. This is an article…
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 comments. This is an article…
What topped off a bad week for the USA? The “delusional” speech by President Biden and his even more delusional pronouncements in his answers to the media. We don’t recall any President so condemned across all shades of the American political-media spectrum. That wasn’t all. President Biden’s own officials clearly disassociated themselves from his…
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 comments. This is an article…
As we write this, it is already 15th August in India. So we wish all people of Indian-origin a Very Happy 75th Independence Day. (Indian Army band performing on the banks of Dal Lake, Srinagar) Send your feedback to [email protected] Or @MacroViewpoints on Twitter
As we see what the Taleban are doing & as we read the overwhelming tide of negative articles, we actually wonder whether the US is thinking “we got you where we want you baby“. No one would use the word “baby” for the Taleban, but they might actually be babies when it comes to…