Smart or Lucky – Obama Administration is Finally Playing the Mideast Game Well

  US policy in the Middle East took an interesting turn this week. On the right side, US decided to support the Iraqi attack on ISIS held portions of Tikrit, Saddam Hussein’s home town. The US Air Force launched precision air attacks thereby assisting Shiite militias backed directly by Iran. This positions US directly against the…

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Interesting TACs of the Week (March 23 – March 27, 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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Macro Risk in the Indian economy – Financial Infrastructure

  Two weeks ago, we featured opinions that suggested a “breather” in the Party Going On In the Indian Stock Market. Interestingly, the Indian Stock Market has fallen by 3.25% in the last two weeks and the Indian Rupee has fallen by about 2.3% against the U.S. Dollar. But this is nothing compared to what is happening to other BRIC countries. 1. EM Currency…

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Interesting TACs of the Week (March 7 – March 13, 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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200 years Ago & BBC Today – British Remain British & Indians Remain Indians

  This week, India went through another rape-related convulsion that really was not about rape. A British BBC filmmaker produced a film about the heinous 2013 rape-murder of a 23-year old Delhi woman. An Indian TV network, NDTV, was going to air it in India. Fearing violence, the Delhi police obtained a court order prohibiting…

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Interesting TACs of the Week (March 2 – March 6, 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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There is a Party Going On – In the Indian Stock Market

  Editor’s Note: This is an journalism article that expresses our personal opinions about comments made on Television, Tweeter, and in Print. It is NOT intended to provide any investment advice of any type whatsoever. No one should base any investing decisions or conclusions based on anything written in or inferred from this article. Macro Viewpoints…

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ISIS Actions Against Middle East Christians & the “Pak” Principle

  This week America was horrified to learn that ISIS had captured several Christian Assyrian villages in Syria and taken hundreds of Christians into captivity. If recent history is a guide, their fate is bleak. The women will likely be turned into slaves for ISIS warriors and men will be either converted to Sunni Islam or killed. While utterly…

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Interesting TACs of the Week (February 23 – February 27, 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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