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…
A couple of years ago, the investing world was focused on deflationary risks in the global economy. Central Banks in three continents were pouring in money into financial assets to create inflation. Their efforts are so far been in vain. This brings up comparisons to the deflationary quagmire of 1930. But, before we get…
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 Holy Weekend this is? On Thursday was Mahaavir Jayanti – celebration of the birth of the last & most important of Tirthan-Kaar of Jains. Tirth (or Tirtha with short soft “a”) is a passage across the interminable cycle of life & death. A Tirthan-Kaar is one who has conquered the cycle 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…
Talk of a bruising trade war between China and America reached a high pitch this past Thursday and Friday. The stock market went down more than 1,000 points in these two days. China said they were evaluating all options including reducing their vast holdings of US Treasury securities. A sane & colorful as always…
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…
Earlier this week, Democrat Conor Lamb very narrowly defeated Republican Rick Saccone to win a seat in a district in Pennsylvania that President Trump won by 20%+ margin in November 2016. This was heralded as a pointer to a Democrat landslide in the November 2018 mid term elections. This is indeed true to American…
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…
In what week does a big announcement about tariffs on major countries take a back seat? When a truly significant geopolitical event takes place that week. And the two may be related. Think about how the world has begun to look at President Trump. His main attribute for his American supporters has been his…