In case you have forgotten, back in February 2023, a virulent media storm erupted in India about a report on Adani Enterprises & its associated companies issued by US-based short seller Hindenburg Research which said they had taken a short position. As we wrote in our Investment TACs article dated February 5, 2023: “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…
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…
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: This article is based on tweets, articles, news videos available on You Tube, Newspapers & quotes made in speeches. We ourselves find what we discovered to be way stranger than fiction & totally different from the instant blame levied on basis of “credible allegations”. We would appreciate serious feedback & other information…
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…
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…
Last week we covered the formal announcement of the India-Middle East-Europe Corridor (IMEC) in our Investment TACs article dated September 10, 2023 in Section 4 titled “Nothing but historic“; “The Deal“; “Lawrence of Arabia mega“. That article also summarized what we had written earlier about this project: Not Just Lawrence of Arabia Mega but…
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…
We still see the second plane fly at the World Trade Center and we still recall the intense dust mass settling on lower Manhattan. We still recall an old friend from college who was waiting across the river in New Jersey to come across for a 9:30 meeting at the World Trade Center. Luckily…