By: John E. Charalambakis | On: May 17, 2017 |
A major Chinese conference related to the New Silk Road ended two days ago. The conference centered on the theme of “One Belt, One Road”, which is the Chinese equivalent […]
By: John E. Charalambakis | On: May 9, 2017 |
There are revolutions, wars, and historical periods that have defined global developments and carry significant weight in shaping up the world economy to this day. There is little if any […]
By: John E. Charalambakis | On: May 3, 2017 |
By 460 CE the Roman Army was dominated by Germanic troops. By that time they had also forgotten a basic lesson that it is the army that elects the Emperor. […]
By: John E. Charalambakis | On: April 26, 2017 |
There is a sense of a cyclical recovery around the world. The shocks of the last 8-10 years (financial crisis, EU debt crisis, commodities downturn) seem to be fading, and […]
By: John E. Charalambakis | On: April 20, 2017 |
As we go down the road where the improbable becomes probable and the non-tradable becomes tradable, we discuss below four possible outcomes that could alter the investment landscape. Those four […]
By: John E. Charalambakis | On: April 11, 2017 |
Money markets experienced some kind of distortion in the last 18-24 months due to global dollar shortages as the Fed got into the swing of “normalizing” rates. Money markets several […]
By: John E. Charalambakis | On: April 4, 2017 |
In the last couple of weeks a reality seems to be settling in the minds of over-optimistic investors. That reality says that it would not be so easy to enact […]
By: John E. Charalambakis | On: March 29, 2017 |
“Zadig” a.k.a. “Destiny: An Oriental Story” and “Micromegas” were two of Voltaire’s philosophical tales dated back in the middle of the 18th century. In the former Voltaire explores the reason’s […]
By: John E. Charalambakis | On: March 23, 2017 |
A recent investors’ survey done by Bank of America Merrill Lynch found that more and more investors believe that stocks are overvalued. Expectations about earnings, taxes, spending, and regulatory regime, […]
By: John E. Charalambakis | On: May 24, 2017 |
Financial Gravity and Paradigm Shifts: What Could Disrupt the Disruptors?
Over the course of the last year, investors poured billions of dollars into emerging markets, seeking higher yields and higher overall returns. Emerging markets have rewarded that trust, and as […]