Interesting TACs of the Week (September 25 – October 1, 2023)

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…

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Interesting TACs of the Week (September 18 – September 24, 2023)

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…

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The IMEC Corridor – Geography Dictates & History Rhymes

  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…

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Interesting TACs of the Week (September 11 – September 17, 2023)

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…

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Interesting TACs of the Week (September 4 – September 10, 2023)

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…

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BRICS, G20 & Beyond – India – China as Central Competition

  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…

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Interesting TACs of the Week (August 27 – September 3, 2023)

  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…

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