Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. TACs 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…
This question is what an article in Foreign Policy magazine wanted to ask. But they didn’t have the guts to be so provocative? So they came up with a sissy title to their article. We have no qualms about using it as title for our article because it is a hard question and an extremely important…
Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. TACs 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: Micro-Aggression is the new term in US campuses now. In that terminology, this article is likely to prove not just micro-aggressive but Macro-Aggressive. We believe in the true Indian tradition of being utterly candid in our analysis. So readers are gently warned that what follows below, though both true and necessary to understand, is likely to…
Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. TACs 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…
This week President Obama sensibly went back on his promise to withdraw the remaining 9,800 troops from Afghanistan by the end of 2016 and decided to keep 5,500 troops in Afghanistan beyond that deadline. In short, President Obama punted to give the ball to the next President of the United States. ian bremmer @ianbremmer – The US needs a new exit…
Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. TACs 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 Prime Minister al-Maliki was deemed to be the real problem in Iraq? Remember how his replacement, al-Abadi, was going to be the solution to America’s problems in Iraq? Remember how the US-trained Iraqi Army was going to take over the fight to protect Iraq? Every one knows how that story turned out. We have maintained that…
Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. TACs 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…
This is the one-month anniversary of our most recent and the one-year anniversary of our first Contagion article. Both anniversaries may be meaningful. 1.One month can make a difference – mucho difference On September 5, we quoted CNBC’s Simon Hobbs – “We have a Contagion, whether we choose to accept it or not”. We agreed with him…