Happy New Year To Me – Says the Contagion?

  Back on October 11, 2014. we wrote about the contagion that is sweeping the world, a contagion that we said was worse than ISIS or Ebola. The spread of ISIS has been slowed down by US intervention and Ebola has been stopped. But Deflation, the contagion we discussed, is spreading and spreading fast. Back then […]

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Interesting TACs of the Week (January 3 – January 9, 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 […]

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The Central Problem in US-India Relations

  Both Americans and Indians think they understand each other, especially the diplomats, think tankers, journalists who interact with their peers on the other side. Both sides have invested serious efforts in building this relationship. Yet, both countries have been & continue to be stunned to find themselves on the wrong side at major inflection […]

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Interesting TACs of the Week (December 29, 2014 – January 2, 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 […]

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Interesting TACs of the Week (December 20 – December 26, 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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Interesting TACs of the Week (December 13 – December 19, 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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Interesting TACs of the Week (December 6 – December 12, 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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