From the beginning of this summer’s conflict between China & India, we have been convinced that the real issue is far more strategic than a tactical gain of territory. And that real issue is a zero-sum game. Now China has lifted the smokescreen by finally claiming that all of “Ladakh” is illegally held territory…
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…
Was any drug or its maker more aptly named than Regeneron? Ever? Remember the shock we all felt just a week ago upon finding out that President Trump was tested positive for CoronaVirus? That amplified the CoronaVirus fear that was beginning to recede. Then, almost like a magic wand, his CoronaVirus went away 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…
It was a sudden & absolute shock to hear about President Trump’s positive covid test on Friday morning. True to form, he told the American people himself: Donald J. Trump@realDonaldTrump – Oct 2 – Tonight, @FLOTUS and I tested positive for COVID-19. We will begin our quarantine and recovery process immediately. We will get…
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…
Remember the China of 2016! No one doubted that it was a major power on its way to becoming a global superpower with the largest economy on earth & a dominant military. Every bloc & virtually every nation was eager to sign a free trade treaty with China. But this is 2020 and today’s…
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…
We can recall virtually every place we were on that morning of September 11, 2001; where we were when we heard about the first plane hitting the World Trade Center; where the second plane hit the tower & how minor it seemed with a small line of fire in that tall building; when the…