A month ago, we wrote, “So Iran’s so-called power is being reduced step by step & Iran is being forced into a local posture instead of a pan-gulf posture. And its economy is in shambles with its people struggling financially. Iran’s leaders are neither stupid nor dumb. They might authorize or even permit their…
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…
Even a casual reader of this Blog would notice that we are fans of Prime Minister Narendra Modi & his dedication to getting India to its rightful place in the World. How much has he done for the distressed & needy majority in India was demonstrated in his stunning re-election victory in the May…
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…
1.Israel-Egypt vs. India-NaPak Why is the Israel-Egypt border peaceful? First because that serves the mutual interests of both regimes. But equally so because Egypt controls the Sinai border very stringently. Egypt has taken intense steps to ensure that Hamas & other anti-Israeli terrorists don’t cross the Sinai into Israel. Contrast that with the India-NaPak…
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…
Rarely do an electorate & an electoral leader come together in a meeting of minds & actions. But when they do, you see magic. All normal concepts, all self-oriented reasons are swept away in a common battle for the general good. And when that happens, destiny beckons. That is the simple story of 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…
This week, war drums seemed ready to beat between America & Iran but did not. Quite possibly, signals were misread or internal combat between different aspirants for power in Iran somehow created the possibility of a misadventure. But the episode showed the new reality of the Persian Gulf. No one wants the conflict underneath…
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…