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…
Remember how the US presence in the Vietnam war ended? In a final exit via helicopters just before the North Vietnamese army entered Saigon. Is that where the 15 year American involvement in Afghanistan heading? If this sounds too dire, read on. First the map tweeted by Stratfor in August 2016: Stratfor @Stratfor Oct…
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…
After our article about Deutsche Bank & the Central Bank bubble, a reader asked how does a central bank bubble burst & what are the signs that can point to such a burst? Well, we may be seeing some signs already. We argued last week that President Obama will do nothing because he is…
We have been silent of late about the election because the time for analysis is past and now is the time to execute campaign strategy. But we must say we have never seen such a mass political attack on a candidate as the one mainstream has launched on Donald Trump after the first debate….
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…
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 side into left side & vice versa. But the change is in the orientation & not in the essence. This concept has served us well in analyzing the…
Back on March 28, 2009 we had written in our Do Wolves Attack Sheep? article: “The only way to break this cycle is for India to go on the offensive and begin cross border limited attacks against terrorists in Pakistan. … Wolves are very smart animals; they never attack when they face a dangerous…
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…
1. Indians of 950-995 CE Today’s Indians are just like Indians of 950-995 CE. That India was the richest land in the world with an estimated 38% of global GDP. But they were soft complacent Indians who had given up the aggressive expansive attitude that had made them rich & dominant for the prior…