Nothing is so satisfying in life as seeing lowly ranked people or underdogs rise in spontaneous valor to defeat the high & mighty. Competitive Sports deliver that more than any other enterprise. Just look what happened last Monday. A small school in Philadelphia named Villanova had achieved the unreal when they defeated the heavily favored…
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…
Earlier this week Mark Halperin stunned us with his pro-Trump comment on his daily Bloomberg show “With All Due Respect”. Halperin said to his co-host John Heilemann that Trump’s foreign policy views contain refreshing innovative insight or words to that effect. Then he added that the insight is getting lost in the heat of…
Last week’s massacre of Christians in Lahore was widely reported in American media, perhaps because this was one of the first attacks specifically directed against Christians in that regime. We saw discussions in Foreign Affairs, the Economist and US press about the failure of Islamabad’s policy of differentiating between “bad” terrorists & “good” terrorists…
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…
The dominant force in the 21st century has been globalization. This phenomenon began in 2002 with China’s entry into WTO. Distance simply evaporated as a concept. Businesses moved to China & other emerging markets in search of cheaper places & ways to produce goods & services for the Western economies. Several hundred million people…
This week ISIS struck again in Europe. The carnage in Brussels reminded us of the even more horrific attack on Paris on November 13, 2015. Eleven days after that, on November 24, Turkey shot down a Russian plane. Four days later we wrote our article comparing Turkey & NonPakistan. Specifically we argued then: “The…
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…
The campaign of Bernie Sanders was swept side by the Hillary Clinton campaign this past Tuesday. What a fall was that from the heady win in Michigan, a result that Nate Silver termed “one of the greatest upsets in modern political history“. Bernie had expected to win in Ohio by duplicating his performance in…
President Putin stunned the world this week. As suddenly and surprisingly as he had intervened in the Syrian civil war. Putin withdrew his troops & planes from Syria. The entire world saw this as an accurate “Mission Accomplished” statement. In a short span of six months or so, Putin went into Syria, completely changed…