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 is like deja vu all over again. Recall the horrific rape-murder in Delhi in December 2012. Recall how India, Indians & Indian culture were gang-raped by American & European media. Recall how facts were mangled and prejudice ran amok in articles in US media about India. We were first aghast and then livid…
It has been a fast & efficient transformation. A media that ten years ago was instinctively positive towards Israel has now become intrinsically negative even hateful towards Israel. Intense anti-Jewish feelings are on the rise in Europe and they are being matched by anti-Israeli coverage in the Europe-like “liberal” sections of American media. What…
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…
Editor’s Note: This is the first article in a new series called India Reflections. The goal is to present a macro view of concepts that have been driven into Indian & Western consciousness. Such articles are likely to be a little longer & more elaborate in treatment. 1. Introduction You hear “India” and…
Thanksgiving Day is a happy day in America, a day to spend with family & to express our thanks for the good in our lives. This Thanksgiving we Indian-Americans got a happy and unexpected surprise. Gardiner Harris of the New York Times actually published a mea culpa article about denigrating Indian culture with false…
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…
The concept of a Presidential Cycle has been an important part of investing lore. Simply put, the first two years of each Presidential term are basically flattish while the third year is always a decidedly up year. Different Presidents, different political parties, different political ideologies, different global conditions but somehow all this diversity coalesces into…
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…
Five years ago, President Obama announced his decision to pull out of Afghanistan at the end of 2014. This led us to write our Post-American Withdrawal View of the Region in December 2009. What was the scenario we discussed then? “America’s withdrawal from Afghanistan will create a large vacuum in the region. Geostrategy like nature abhors a vacuum and…