America-NonPakistan-India – The Cycle Continues

  Yesterday NonPak-istan released from jail Zauvir Lakhvi, the alleged mastermind of the November 2008 attacks in Mumbai. That drew a predictably immediate and helpless reaction from India. The only US TV anchor who discussed this release was Greta Van Susteren of Fox News. Listen to the emotion and disgust in her voice in her interview: Watch the latest video…

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Interesting TACs of the Week (April 4 – April 10, 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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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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