Contagion – From China , Europe, & now Japan – Trump in 2016

  “Change happens slowly and then all at once” is an old maxim.  Merely three weeks ago we wrote about the contagion hitting China & its impact on the rest of the world. In that article, we pointed out that “Chinese Foreign exchange reserves fell by over $500 billion in 2015“. That number has been doubled in the last […]

Continue reading →

Interesting TACs of the Week (January 23 – January 29, 2015)

  Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. TAC 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 […]

Continue reading →

Reagan, FDR, & Nixon – 2016 Election

  After a long political preseason, the opening game is at hand. The Iowa caucus on February 1 promises to be momentous for both Democrats & Republicans. In a bizarre & unprecedented set up, the “establishments” of both parties are doing every thing they can to defeat their own front runners in Iowa. The Democratic Party is […]

Continue reading →

Interesting TACs of the Week (January 16 – January 22, 2016)

  Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. TAC 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 […]

Continue reading →

China, Like Japan, Learns Finance is America’s Game

  Remember Japan of the 1970s & 1980s? They were all set to conquer the world with their great multinationals, their long term thinking & their smarts. Japanese manufacturing was the envy of the world and in 1989 they bought iconic American properties like Rockefeller Center in New York and Pebble Beach Golf Resort in […]

Continue reading →

Interesting TACs of the Week (January 9 – January 15, 2016)

  Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. TAC 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 […]

Continue reading →

2000, 2008, & Now 2016 – My Time Yet? Asks the Contagion

  Just a week ago, we wrote about the curse of the 8th year of a two-term Presidency and asked whether 2016 would be a Happy or Interesting New Year? And look what happened in just one week, the first week of 2016? ValueWalk ‏@valuewalk  Global Stock Markets Off To Worst Start In History [Chart] http://www.valuewalk.com/2016/01/global-stock-markets-off-to-worst-start-in-history-chart/ … $$ […]

Continue reading →

Interesting TACs of the Week (January 2 – January 8, 2016)

  Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. TAC 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 […]

Continue reading →

2016 – A Happy or Interesting New Year?

  May you live in interesting times is a time honored call. And nothing has been more interesting than the last year of a two-term President. Remember the last two financial busts? They both happened in the last year of a two-term President – Tech-Telecom bust in 2000 & Housing-Financial bust in 2008. American Presidents are […]

Continue reading →

Descendants of Bajirao & His Generals – Evidence of Why India Tends to Collapse?

  One of the most popular articles of this Blog is the one titled Why Does India Tend to Collapse So Often? Written in June 23, 2012, it spread far & wide to the extent that it was copied & posted (without credit to us, of course) on Pakistan Defense Forum. A high ranking veteran of the […]

Continue reading →