Af-NPak – America Leaves, China Enters

  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 […]

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Interesting TACs of the Week (November 8 – November 14, 2014)

  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 […]

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Back to the Roots, Mirror Image, or Both?

  Roll Tide is probably the best description of Tuesday’s sweep. The Republicans recaptured the Senate, dominated the House, swept away Democratic challengers in gubernatorial races. The GOP has won the strongest position in the Congress since WWII. Many saw this coming but few thought it would be such a roll. The easy stuff first. Based on our multi-year […]

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NaMo India – Step Change of Barclays & Shiller’s Tale Risk

  A sustained growth economy is like a step function in Mathematics. It is like a ladder with which you take one step up, then you walk flat for a awhile & then you take the next step up. This is the most sure-footed path to sustained long-term growth. Some people, especially media-decorated pandits, scoff at each […]

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Interesting TACs of the Week (November 1 – November 7, 2014)

  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 […]

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Contagion & Panic among Global Central Banks

  How fast does contagion travel & how fast do the world’s central banks panic? We saw it in the past three weeks. We wrote about the deflation contagion sweeping the world on October 11, 2014. Four days later,  literally 4 days later on Wednesday, October 15, yields on Treasuries utterly collapsed. Just look at the photo […]

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Interesting TACs of the Week (October 25 – October 31, 2014)

  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 […]

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Happy Diwali & Happy New Year to All

  This week the Indian Subcontinent & the global Indian Diaspora celebrated Diwali (Deepavali) and welcomed in the New Year.    The Sanskrut word Deepavali means a “Vali” (row) of “Deep” (light or lamps). This name was shortened to more colloquial Diwali over the past several centuries. So light is both a physical and spiritual embodiment […]

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Knowledge@Wharton 2012 Prediction & India’s Victory over Financial Darkness

  Remember June 2012? India was gripped by financial crisis. The despair in India was palpable. The Indian growth story was officially over. To use S&P’s metaphor, the angel’s wings were clipped. Read the introduction to our article in Knowledge@Wharton on June 22, 2012: “Standard & Poor’s warns that India could become the first “fallen angel” among […]

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ISIS, New York Times & their Converted Warriors – Forces of Spiritual & Intellectual darkness

  We have all seen the pictures. Men of ISIS who behead American journalists while speaking in British and American accents. These are British & American converts who moved to Syria-Iraq to fight for ISIS. We don’t know what drives them to so intensely hate the culture & civilization they were born in. Was it their inability to succeed in their native […]

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