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…
How well is President Trump positioned for the 2020 election? Any one who watched both the adoring rally for President Trump in Cincinnati, OH and the sad Democrat Party debates, would feel fairly comfortable about President Trump’s chances. The Democrat contenders couldn’t hit President Trump with anything real or substantial. All they had was…
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…
This week India launched its second mission to the moon named Chandra-Yaan-2 (literally Moon vehicle-2). Eleven years ago, India’s first lunar mission, Chandra-Yaan-1, contributed to the discovery of water on the moon by “using two scientific payloads – Moon Impact Probe (MIP) and NASA-built Moon Mineralogy Mapper (M3). Both picked up data that definitively…
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…