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…
You have to hand it to ISIS – they move fast & they move with purpose. It seems just like yesterday when we began talking about where ISIS was planning to move to escape from Russian bombing in Syria. On December 12, 2015, we described how ISIS was making Gaddafi’s old hangout of Sirte their…
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…
“Change happens slowly and then all at once” is an old maxim. Merely three weeks ago we wrote about the contagion hitting China & its impact on the rest of the world. In that article, we pointed out that “Chinese Foreign exchange reserves fell by over $500 billion in 2015“. That number has been doubled in the last…
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 a long political preseason, the opening game is at hand. The Iowa caucus on February 1 promises to be momentous for both Democrats & Republicans. In a bizarre & unprecedented set up, the “establishments” of both parties are doing every thing they can to defeat their own front runners in Iowa. The Democratic Party is…
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 Japan of the 1970s & 1980s? They were all set to conquer the world with their great multinationals, their long term thinking & their smarts. Japanese manufacturing was the envy of the world and in 1989 they bought iconic American properties like Rockefeller Center in New York and Pebble Beach Golf Resort in…
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…
Just a week ago, we wrote about the curse of the 8th year of a two-term Presidency and asked whether 2016 would be a Happy or Interesting New Year? And look what happened in just one week, the first week of 2016? ValueWalk @valuewalk Global Stock Markets Off To Worst Start In History [Chart] http://www.valuewalk.com/2016/01/global-stock-markets-off-to-worst-start-in-history-chart/ … $$…