by John E. Charalambakis | Apr 8, 2011 | Commentaries
We live in peculiar, maybe schizophrenic days. The drama that started unfolding in August 2007 pertained to Act I – known as the bursting of credit bubbles – that carry with them significant negative effects for equity and debt markets and in their own way...
by John E. Charalambakis | Mar 29, 2011 | Uncategorized @el
Το τραγούδι του Bob Dylan “Οι καιροί ..σηματοδοτούν μια αλλαγή- οι καιροί αλλάζουν “, ταιριάζει πολύ καλά στην παγκόσμια εικόνα του σήμερα. Το τοπίο αλλάζει πράγματι. Από που πρέπει να αρχίσουμε; Από τον Αραβικό κόσμο; Από τις δημοσιονομικές ανισορροπίες...
by John E. Charalambakis | Mar 25, 2011 | Commentaries
At the time of this drafting the news centers on different fronts: Prime Minister Socrates in Portugal announced his resignation over a lost confidence vote in the parliament that was about the fourth austerity package of measures within a year! Portugal soon may be...
by John E. Charalambakis | Mar 17, 2011 | Commentaries
The global equities market and its bullishness has experienced a shock. By some historical standards such as the P/E ratio and the forward-looking earnings multiple, the markets (at least some sectors) are overvalued, and thus the Japanese catastrophe becomes an...
by John E. Charalambakis | Mar 8, 2011 | Commentaries
Since our last post covering global hot spots, the protest movements throughout the Middle East have only continued and picked up in intensity. Oman, Saudi Arabia (BTW for how long will it be known as Saudi Arabia and not just Arabia?), Iran (theocracy is dead, and...