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…
This week was dominated by the big global conflict of this period. President Trump shocked global markets last Sunday night by tweeting simply: Donald J. TrumpVerified account @realDonaldTrump May 5 – For 10 months, China has been paying Tariffs to the USA of 25% on 50 Billion Dollars of High Tech, and 10% on 200…
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…
India became physically independent in 1947 but that independence was far from real. It continued to be governed by the same British-created elite that had run India for the British. Not only did the way of speaking remained British, but the way of thinking & the mindset also remained obedient to Britain. Actually Britain…
There are certain decisions which, if taken in arrogant haste, can prove disastrous in the long run, almost irreversibly disastrous. The greatest modern example of this truth is the one-child policy implemented in China in 1979. It seemingly made so much sense in that era, an era in which overpopulation was deemed a curse…
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…
Last Saturday, we felt at peace & wrote in our weekly email – “This is such a weekend for simply chilling out. Taxes are done & paid; Notre Dame is going to be reconstructed; Indian elections going on well; Mueller report out ending a 2-year saga.” 1.Terrorist Attacks in Sri Lanka How wrong were…
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…