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…
Today, January 26, 2019 is the Republic Day of India, the day the Indian state became a sovereign Democratic Republic. The Constitution was adopted in November 1949 and came into effect on 26 January 1950. India celebrates the day with a magnificent parade in Delhi. BJPVerified account @BJP4India – Aerial view of Republic Day Parade…
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 week, we discussed India taking over the operations at Chabahar, the new port in Iran and the enormity of the reach the port provides to Afghanistan & Central Asia all the way to Russia. And yes, Chabahar sits at the entrance of the Straits of Hormuz, the entrance to the Arabian Sea and…
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…
Sometimes we wonder why people don’t see what is happening before their eyes. Perhaps because their minds are so cluttered with baggage that their eyes have turned inwards. This is the singular difference between the majority of US establishment and President Trump. Perhaps our advantage is that we never knew Donald Trump or knew…
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 the world’s biggest market cap company, the world’s biggest corporate icon, the company that has done more to bring the world together with its smart phone did something unimaginable. They announced a steep fall in their revenues in the past quarter. And they blamed it on China, on weaker Chinese demand for…
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…
As we stand at the dawn of a new year, it behooves us to ask if there is a cycle change going on. The tremendous volatility seen in US equity markets is perhaps a sign of something bigger that the markets are dealing with. The reality is that all changes in the world are…