by John E. Charalambakis | May 2, 2022 | Commentaries, Uncategorized
We all know it by now. The Nasdaq lost 13% just in the month of April and is down more than 21% since the start of the year. As for the S&P 500, it lost almost 9% in April alone. Darlings like Nvidia and PayPal are down 32% and 24% respectively since the beginning...
by John E. Charalambakis | Apr 26, 2022 | Commentaries, Uncategorized
Baffling Landscape One: By the time Grosseteste died in 1253, Oxford had become the Aristotelian stronghold. Two Franciscans who followed him pushed knowledge to new intellectual heights that not even Thomas Aquinas could have imagined. The first was Roger Bacon who...
by John E. Charalambakis | Apr 25, 2022 | Commentaries, Uncategorized
There are four issues that we would like to address in the current edition of this special series that we started on February 14th. Where should we park cash to offset the market’s downturn and the inflationary pressures?Could bonds be the answer? How about TIPS...
by John E. Charalambakis | Apr 18, 2022 | Commentaries, Uncategorized
In the current edition of this commentary, we would like to focus on three evolving headwinds that sustain our skepticism about economic and market trajectories, namely: Trade flows, developing countries’ potential defaults, and Russia’s intentional moves to...
by John E. Charalambakis | Apr 8, 2022 | Commentaries, Uncategorized
It’s time to look under the hood again and cancel the noise while trying to figure out what is happening. There are three issues we will be addressing in this commentary: Inflationary pressures, recessionary risks, and market trajectory. Let us start with the latter....