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, we believe, all of us saw a mental breakout by India. We have argued for some time that, while India won a physical independence from Britain in 1947, India remains a mental servant of Britain & of the West. Our hope was that the election of Prime Minister Modi in 2014…
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…
On Friday, December 7, 2018, Richard Haass tweeted what we termed as a dirge of the global elite: Richard N. Haass Verified account @RichardHaass Dec 7 – In an instant Europe has gone from being the most stable region in the world to anything but. Paris is burning, the Merkel era is ending, Italy…
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’s terrorist attack on a convoy of India’s Central Reserve Police Force (“CRPF”) was the worst in two decades of continuous unrelenting terrorist attacks against India in the Indian state of Kashmir. The precise toll is yet undetermined but at least 40 police were killed in this massive car-bomb attack. The Indian Security…
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 story we relayed in June 2018 about our friend’s “carried interest” contract with his 11-year old son? This man signed a contract with his son agreeing to pay for his college costs & NY private school education in exchange for a “carried interest” in his son’s post-education success. Added incentive for the…
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 a difference a month & half makes? Remember what we wrote on December 15, 2018 just 3 days before the December Federal Reserve meeting? “The US Federal Reserve is NOT an independent body. It is an institution created to safeguard the US economy, not to destroy it. The Fed has already severely damaged…