Shiller, Schmiller we say. We refer, of course, to our application of Nobel Laureate Shiller’s Tale Risk concept to the Donald Trump victory. Shiller created this term in 2014 to explain how a new charismatic leader can inspire a wave of confidence that can lead to significant upside in the success of his nation….
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…
Today is 26 November. Eight years ago, a team of terrorist commandos from NaPakistan entered Mumbai from the sea and began a horrific attack against defenseless civilians that left 166 dead & over 300 injured. It shocked the world. In India, it was widely described as India’s 9/11, a reference to the horrific terrorist…
Editor’s Note: This is a journalism article that expresses our opinions about political & administrative governance & its impact on ordinary people. This is NOT an investment article and it is NOT intended to provide any investment advice of any type whatsoever. No one should base any investing decisions or conclusions based on anything written…
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…
We had assumed that Terrorism is now deemed to be an absolute “evil” across America. We were jolted this week to see that isn’t so. The New York Times reminded us that whether terrorism is bad or “adorable” depends on the religion of those they kill. The New York Times has been very…
Everyone in India knows the cancer in Indian Society – pervasive “black” money. This is the biggest difference between the common Indian and the “establishment” that rules the lives of Indian people. Corruption is a part of every society on earth but rarely does corruption slap citizens in the face every day as it…
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…
Editor’s Note: Readers have wondered why we have been silent for the past three weeks. We were out of the country for a family reunion for Diwali for the first two weeks. We did get back before last weekend. But fear of jinxing the election made us remain quiet. We are unlikely to forget the…
Not only was the Trump victory stunning in its own right, but equally stunning has been the wave of enormous confidence sweeping through American markets. Bill Ackman, a prominent Hedge Fund manager, said “I woke up on Wednesday morning bullish about America“. Ackman added “he [Donald Trump] is going to get a lot done;…