Interesting TACs of the Week (October 1 – October 7, 2016)
Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. TAC is ...
Search Results for: contagion
DB – President Obama Is NOT Acting As A Mirror Image of President Bush
Back in May 2008, we noticed & wrote that Candidate Obama was essentially a mirror image of Candidate George W. Bush. A mirror image changes right si...
Global Banking Crisis & India – Modi-Rajan Situation & Indira-Manekshaw
Last week we quoted Dr. Alan Greenspan’s reaction to the crisis in developed economies: “This is the worst period I recall since I’ve been in publi...
Interesting TACs of the Week (June 25 – July 1, 2016)
Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. TAC is ...
Top 10 Articles of Q1, 2016
Below are our 10 most popular articles of First Quarter of 2016. Amazingly 3 of the top 4 articles are about one subject – the history of Bajirao P...
2016 – A Happy or Interesting New Year?
May you live in interesting times is a time honored call. And nothing has been more interesting than the last year of a two-term President. Remember the ...
Interesting TACs of the Week (September 26 – October 2, 2015)
Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. ...
Finance Minister Jaitley, Leave RBI Governor Rajan Alone
Turmoil in EM What a week this was? Financial contagion spread through out the emerging markets causing destruction of value. True, this process began in...
War Against Al-Qaeda in Iraq – A Journey in Science of Management
For us to review a book, it has to be special, it has to be a book that adds to our understanding, a book that improves our ability to think. Today we w...
Interesting TACs of the Week (July 5 – July 10, 2015)
Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. ...