Thinking about the Markets’ Paedagogus: Maxwell’s Demon and Hermas Contemplate the 2022 Trajectory
Over the weekend, I received my invitation for the legendary end-of-year flight where I am privileged to listen to dialogues of well-known persons. The subliminal message in this year’s invitation was that Hermas (the famous author of The Shepard) and Maxwell (the...Economic & Market Outlook 2022: Part I
John Charalambakis, Mohamed Ramzi Roshdi, & Nicolas Abdelhak Thucydides taught us that the past shapes the future, but the latter has a tendency to depart from the former with a vengeance! In this commentary, we offer an initial assessment of next year’s outlook...Portfolio Navigation Before Year’s End: Reflections from Augustus and Faust, Part II
Over the course of the last few days, a good chunk of the economic analysis has been focusing on the breakeven inflation rate, a.k.a. the investors’ sentiment and inflationary expectations for the next five years. The reason behind such concerns is the fact that the...From Navigation to Cultivation: Portfolios in the Light of Augustus and Faust, Part I
In the distance, Faust saw something like a flickering orange light. “There must be a fire, out there” he thought, and suddenly Mephistopheles appeared, by stating the obvious: “Yes, of course there is, and it consumes the house of Baucis and Philemon, you know that...Sign Up for Our Publications
