Interesting TACs of the Week (July 18 – July 24, 2015)

    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…

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First From Japan, Then From Taiwan & Now From Russia – With Love Into India

  Three weeks ago we reported that Japan’s Softbank had announced its plans to make a $20 billion investment in India to produce 20GW of Solar Power. Softbank Chairman, Masayoshi Son, extremely well regarded globally as a smart investor, said that day: “India’s economy is on the cusp of the “hockey stick” curve before takeoff, and has the…

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Interesting TACs of the Week (July 5 – July 10, 2015)

  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…

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If Uncle Sam was a Stock, You Would Want to Buy It

  Everyone understands that different people have different levels of intelligence. The quality of an individual’s intelligence goes a long way towards determining the degree of success the individual achieves in life. Everybody gets this.  But few people get that different societies have different levels of intelligence too. This societal intelligence is not the sum of intelligence…

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