Summary – A top-down review of interesting calls and comments made last week about monetary policy, economics, stocks, bonds & commodities. This week, we review the Jackson Hole meeting, Yellen-Draghi speeches & the stock market rally. Also did Fibonacci discover the numbers or were they discovered & used 100 years before him? TACs is…
Four months ago, on April 18, 2014, we wrote, “If this week’s polls turn out to be accurate, then India will begin its journey towards mental independence just as India began its journey of physical independence in 1947.” The polls proved even more accurate than we could have hoped. And our hope of mental…
Yesterday, 15th August 2014 was the 68th Independence Day of Bharatiya Gan-Rajya or the Republic of India. The subcontinent, the country & its culture is referred to as India or Indian because the civilization was developed on the banks of the mighty river Sindhu, or Indus. Every foreigner who came into India via land…
Summary – A top-down review of interesting calls and comments made last week about monetary policy, economics, stocks, bonds & commodities – Ukraine-Russia, Global Yields plummet. 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…
Never get into a war where your adversary’s stake in the war is much much greater than yours – this is an old maxim of strategy. And it is more true for an empire or the reigning superpower than it is for insurgent regimes. Insurgent regimes can end their conflicts with a dominant empire…
Summary – A top-down review of interesting calls and comments made last week about monetary policy, economics, stocks, bonds & commodities. This week, we review the volatility in the markets and the impact of Russia-Ukraine situation. TACs is our acronym for Tweets, Articles, & Clips – our basic inputs for this article. Editor’s Note:…
This week, Secretary of State John Kerry visited India to attend the Fifth India-US Strategic Dialogue. The impetus behind the visit was clearly stated in the Joint Statement – “The two sides recognized that the decisive mandate provided by the Indian people to their new Government provided a unique opportunity to re-energize this relationship.”…
Summary – A top-down review of interesting calls and comments made last week about monetary policy, economics, stocks, bonds & commodities. This week, we review the Federal Reserve meeting, Russia-Ukraine situation & the decline in the stock market. TACs is our acronym for Tweets, Articles, & Clips – our basic inputs for this article….
It is so easy to become arrogant. Some get arrogant with money, some with their looks, some because they tend to figure out things before others. But there is one pursuit in life that teaches humility. It does so by delivering so much frustration so persistently that it forces humility upon us. That pursuit is…
Those who want to “live in interesting times” got their wish this week. A week so “interesting” that no one was interested in major developments in Afghanistan & Iraq – the two hot spots of US policy. We do feel for Secretary Kerry. He did really achieve a major success by getting the two…