It feels like a trap door under the US Stock Market sprang open a couple of weeks ago. What felt like resilience now seems like quicksand. And the usually stirred-but-not-shaken classmate of Daniel Craig, the current James Bond, uttered the C-word this week: Simon Hobbs of CNBC – We have a Contagion, whether we choose to accept it or not…
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…
Two weeks ago, we wrote about the amazing congruence in the foundational axioms of American & Indian Societies – the American axiom embodied in the Declaration of Independence – “We hold these truths to be self-evident, that all men are created equal”. The Indian axiom enunciated in the Isha-UpaNiSad simply & profoundly in the…
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 a young first term senator who had the inspired courage to run for President in 2008? He had no experience and everybody knew it. But Barack Obama had a vision, a message that the war-weary American electorate wanted to hear and believe in. It was a vision of a change from everyday political…
Turmoil in EM What a week this was? Financial contagion spread through out the emerging markets causing destruction of value. True, this process began in 2011 when Emerging Markets peaked in terms of growth & investor interest. But the recent acceleration has been frightening with new multi-year lows or even all-time lows in EM…
Everybody knows that India is a poor country with hundreds of million people without running water or electricity. Yet Indians seem to take it in their stride and look to the future with hope. One reason why is revealed in the photo below from Reuters/Shailesh Andrade: (A girl studies while sitting on top of a taxi…
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: America & India are often called natural allies. The truth actually goes deeper. The foundational axioms of American & Indian Society are very similar. That is because founders of both societies were people with unparalleled & noble humanistic vision. Today, on India’s 69th Independence Day, we bring to our readers a great example…
Prime Minister Modi launched his “Make in India” campaign last year. The objective is a perfect answer to the global search for secular growth, India’s large & young workforce, and India’s need to create jobs. Shree Modi believes that the real implementation of this vision has to be driven by Chief Ministers of the…