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…
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…
Ever since childhood we, like hundreds of millions of kids, have read & re-read the Great Epics named Raamayan & Mahaa-Bhaarat and wondered about the detailed stories in them. One such was Bhag-Vaan Shree Ram leading a large army of ancient tree-living men across the strait of ocean between Sri Lanka and the southern…
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…
Wow! How much happened in just a week? Let us begin with the China-NaPakistan relationship, described as “A Friendship Higher than Himalayas, Deeper than Ocean“. And the China-NaPak Economic Corridor (CPEC) does begin at the Khunjerab Pass in the Himayalan range and ends in the Arabian Sea at Gwadar. Now compare this “corridor” with…