by John E. Charalambakis | Apr 8, 2022 | Commentaries
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....
by John E. Charalambakis | Apr 5, 2022 | Commentaries
Nowadays, it seems that coronavirus concerns have almost been forgotten. Covid-19 is out, war and energy concerns are in. Market turmoil is marked not by the number of infections but rather by geopolitics. We get the impression that we are in a game where a clash of...
by John E. Charalambakis | Mar 22, 2022 | Commentaries
In the autumn of 324 BCE and just a few months before his death, Alexander the Great organized a magnificent banquet in the Babylonian city of Opis, by the banks of the Tiger River. There were more than nine thousand guests from several nations at that banquet. All...
by John E. Charalambakis | Mar 18, 2022 | Commentaries
The Fed raised rates last Wednesday by 0.25%, a very inadequate response to the realities of fast-approaching double-digit inflation. Gone are the days of decisive bold leadership of a Fed led by Paul Volcker. At the same time, expectations are that a peace agreement...
by John E. Charalambakis | Mar 11, 2022 | Commentaries
In this edition of our series, we are focusing on two fundamental questions: Is the market stabilizing given the new reality of growth and inflation?Why has Putin’s delusional madness not succeeded in conquering Ukraine despite Russia’s indisputable military...