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…
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 General Mattis, Secretary of Defense, resigned citing differences between his world view and that of President Trump. It caused consternation in US Think Tanks, left of center media and commentators. People who had criticized General Mattis for the past two years jumped to praise him and condemn President Trump. But, despite 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…
Last week President Trump criticized Fed Chairman Powell in measured tones: “I think he’s a good man. I think he’s trying to do what he thinks is best. I disagree with him, … I think he’s being too aggressive, far too aggressive, actually far too aggressive.” He added the following about the possibility of…
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…
Richard Haass tweeted the following on Friday: 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 is playing a dangerous game of chicken with the EU, Russia…