As they say, History Rhymes. And we are increasingly looking back to 2010-2012 as being congruent to what we might be seeing unfold. Fancy geo-strategy stuff aside, the biggest sources of unrest remain the basics – food & money. Look what is unfolding before our very eyes. 1.Financial Look Back to 2010-2011 With Janet…
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…
Any one who has even superficially followed US-India relations knows that this relationship follows a 2-steps forward, 1-step backward path. US-India relationship, at least the geostrategic component, reached its recent zenith in second half of 2020. Faced with blatantly invasive Chinese actions in India’s Ladakh province, the Trump Administration firmly, publicly, & institutionally supported…
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 a year this has been? But it could have been much worse & left the future far more cloudy than it is now at this Thanksgiving time. The CoronaVirus has been a once-in-a-century level potential catastrophe. Remember how scary & horrible it seemed in March 2020. In actuality, it has been terrible and…
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…
You wouldn’t know it if you only followed US MSM but globally this week was mainly about China. Everyone else in the World was talking about RCEP, the world’s largest trade deal signed this week with China as the much ballyhooed anchor. Fifteen countries that make up the old Asia-Pacific region have signed this…
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…
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 important and joyous celebration in the Indian Calendar and the beginning of the New Year. It signifies the victory of Light over Darkness and the victory of Good over…