Author: John E. Charalambakis

By: John E. Charalambakis | On: July 28, 2020 |

Money, Debts, Gold and the Greenback: When Yeats Met Orwell

In his sixth section of “Meditations in Time of Civil War”, the famous Nobel laureate Irish poet (and pillar of literature) William Butler Yeats writes: “We had fed the heart […]

By: John E. Charalambakis | On: July 21, 2020 |

And Now What? Financial Strategy in the Midst of Contrasting Signals

Homer taught us the contrasting qualities of leaders. Achilles was a man of action. Odysseus was a man of words. Both envisioned strategy from different perspectives. One represented strength. The […]

By: John E. Charalambakis | On: July 7, 2020 |

Economic Recovery and Market Trajectory

When we look at US jobs data, we get a clear picture that more than 7 out of the 22 million jobs lost during the Covid-19 crisis have been recovered. […]

By: John E. Charalambakis | On: June 30, 2020 |

Market Developments and Wildcards

There is little doubt that stock market indicators (besides the rally itself until recently) pointed to a recovery that is better than the one expected by the majority of analysts, […]

By: John E. Charalambakis | On: June 23, 2020 |

Kleptocratic Authoritarianism and the Chinese Dragon

“President Putin is the leader of a great country who is influential around the world. He is my best, most intimate friend”, Xi Jinping, 2018 Hello darkness, I am still […]

By: John E. Charalambakis | On: June 9, 2020 |

The Revenge of the Numbers, The Illusion of Theories, and the Delusion of Expectations

Let’s us make no mistake: we are thrilled when the news pleasantly surprises us, contrary to expectations. Rather than the increase in the unemployment rate, more jobs were created in […]

By: John E. Charalambakis | On: June 2, 2020 |

Firepower and Moral Suasion: Market Abnormalities

It was June 20th ,1920 and the eight-year old boy by the name of Abraham Zimmerman experienced the lynching and hanging of three black men in Duluth, Minnesota. Postcards of […]

By: John E. Charalambakis | On: May 26, 2020 |

In the Shadows of Tomorrow: What are the Implications of Negative Interest Rates?

In 1935 the famous Dutch historian Johan Huizinga published a book with the title In the Shadows of Tomorrow. By then bleak clouds had gathered over Europe. The forces that […]

By: John E. Charalambakis | On: May 12, 2020 |

Covid-19 and the Future of the Eurozone

“Not all the Germans believe in God, but all the Germans believe in the Bundesbank”, (Jacques Delors, the famous former head of the European Commission) The Euro lost minimal ground […]

By: John E. Charalambakis | On: April 30, 2020 |

From Westphalia (1648) to Vienna (1815) and onto Paris (1919), Bretton Woods (1944), Camp David (1971) and the forthcoming Paradigm Shift: Part IV (final), Rebalancing of Power

In the second book of Aristotle’s Nicomachean Ethics we are confronted with a list of virtues and vices. In that table we read about andreia (courage), sophrosune (temperance), eleutheriotes (liberality), […]