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 game are we talking about? The game that affects all our lives as well as our near term future. The game is money mixed with politics. Look what we had suggested back on February 2, 2019: “So we propose that the Federal Open Markets Committee (“FOMC”) have, by congressional act if necessary, one…
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 hope & trust all had a great Fourth of July. This year’s Fourth was special because a tradition was revived with the 2019 National Fourth of July parade that included the US Military. We were not around then but we read that President Eisenhower had a parade that proudly featured the US military…
A few years ago, an Austrian investor from Vienna came up to us after our Hedge Fund presentation in a major Spanish city. Apparently we had used the term “white” in the presentation to describe the majority of attendees. Very politely & smilingly he told us that the term “white” only applies 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…
Little has been heard about the Democratic debate on Thursday, June 27, apart from the blistering attack on former Vice President Biden by Senator Kamala Harris. While saying she was not calling Mr. Biden a racist, Ms. Harris did precisely that by bringing up the pain of being subjected to forced busing as a…
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…