by John E. Charalambakis | Sep 9, 2010 | Commentaries, Uncategorized
The official start of the fall season is upon us. Music is still played over loud speakers and the politicians plan for their rallies and agendas. Over the wires, we read about Chairman Bernanke’s hypothetical plans to start buying equities for the Fed’s portfolio. We...
by John E. Charalambakis | Sep 2, 2010 | Commentaries, Uncategorized
Our commentary last Monday August 30th outlined the present circumstances surrounding China. Our September newsletter discussed the facts that may lead to a Chinese collapse. This commentary discusses, the day after the collapse and the still significant role that...
by John E. Charalambakis | Aug 30, 2010 | Commentaries, Uncategorized
In 1979, a movie came out starring Jack Lemmon, Jane Fonda, and Michael Douglas. The title of the movie was The China Syndrome. The movie – in the spirit of those days- desired to expose the consequences of a nuclear reactor going bad. It also dealt with the cover-ups...
by John E. Charalambakis | Aug 27, 2010 | Commentaries, Uncategorized
Over the course of the last few days we have been hearing renewed concerns in the real estate sector. We would like to take this opportunity to outline a few thoughts regarding those concerns, as well as continue with our thoughts about taking measures to waterproof a...
by John E. Charalambakis | Aug 23, 2010 | Commentaries, Uncategorized
Cicero is famous for several things, among which is the “Dum Spiro Spero” quote, implying that hope dies last. For weeks now, my colleagues and I have been contemplating drafting an internal portfolio strategy-index. In the land of dismal growth where deflation knocks...