by John E. Charalambakis | Apr 14, 2020 | Commentaries, Uncategorized
“The admiration of the present and succeeding ages will be ours, since we have not left our power without witness…We have forced every sea and land to be the highway of our daring, and everywhere, whether for evil or for good, have left imperishable monuments behind...
by John E. Charalambakis | Apr 6, 2020 | Commentaries, Uncategorized
OPEC+ was born in the midst of the last oil crisis about five years ago. It expanded the traditional cartel of 14 nations and included Russia, Mexico, Kazakhstan, and few other oil-producing nations, all of which now control about 55% of global production and about...
by John E. Charalambakis | Mar 30, 2020 | Commentaries, Uncategorized
The authoritarians Spartans invaded the democratic Athens in the spring of 431 BCE. The Athenians evacuated their estates – as Themistocles had taught them half a century earlier – crowding into the walled city and watching smoke rise on their horizons as the Spartans...
by John E. Charalambakis | Mar 24, 2020 | Commentaries, Uncategorized
This commentary (unusually longer than normal due to the circumstances) has three distinct parts: An update with our economic and market assessment, a brief presentation of graphs that portray economic trends, and a brief discussion about issues related to economic...
by John E. Charalambakis | Mar 18, 2020 | Commentaries, Uncategorized
In this week’s commentary we employ lots of graphs, which in our humble opinion, tell us an unfolding story that might be full of challenges but also portfolio opportunities. So, first a quick refresher of market crashes. Source: CNBC Then, a helicopter view of the...