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…
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…