Back on October 11, 2014. we wrote about the contagion that is sweeping the world, a contagion that we said was worse than ISIS or Ebola. The spread of ISIS has been slowed down by US intervention and Ebola has been stopped. But Deflation, the contagion we discussed, is spreading and spreading fast. Back then…
The day we can’t and won’t forget is September 11, 2001. The news of the first plane crash, watching on TV as the second plane took dead aim and hit the World Trade Center, going down into the street from our near by office to look at a small strip of fire way up…
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…
Both Americans and Indians think they understand each other, especially the diplomats, think tankers, journalists who interact with their peers on the other side. Both sides have invested serious efforts in building this relationship. Yet, both countries have been & continue to be stunned to find themselves on the wrong side at major inflection…
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…
It feels like morning in America once again. The sun is rising on America and hope is in the air. The U.S. Economy grew at 5% in the third quarter, a rate as high as that of emerging economy darlings like India & China. The economy is adding jobs and wages are slowly beginning…
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…
What a week this was! The most important trading commodity in the world crashed and so did the currency & financial markets of the second most powerful nuclear military power in the world. Capital rushed out of Russia as if it was chased by a mad bear and its sisterly capital ran out of all emerging…
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…
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…