by John E. Charalambakis | Jan 6, 2026 | Commentaries
The year 2026 started with a bang! Maduro is out, the oil sector prepares for new dynamics, the US declared that it will run Venezuela for the foreseeable future – disavowing Maria Corina Machado – while allowing US oil companies to shape its future. The new National...
by John E. Charalambakis | Dec 30, 2025 | Commentaries
The invitation for the annual end-of-year trip arrived with a condition and a warning attached. The condition was to read, prior to boarding the plane, the newly released National Security Strategy (NSS), and the warning was that the plane would be going through the...
by John E. Charalambakis | Dec 2, 2025 | Commentaries
When Plato received John D. Rockefeller’s invitation for dinner, he insisted on an average type of restaurant. “Affordability is key,” he insisted, “and I pay my own way.” It happened that my table was behind theirs. Plato asked rhetorically: “Mr. Rockefeller, have...
by John E. Charalambakis | Nov 11, 2025 | Commentaries
On September 2nd, 1870, Otto von Bismarck met Napoleon III outside Sedan. The French had lost the decisive battle of Sedan and surrendered. A few weeks later, the Germans advanced, laying siege to Paris. On January 18th, 1871, in Versailles (of all places), the new...
by John E. Charalambakis | Oct 28, 2025 | Commentaries
AI has a balance sheet problem: There is a fundamental discrepancy between the projected spending on AI and the corresponding projected revenues. No company can continue spending hundreds of billions of dollars (cumulatively trillions of dollars) and, in return,...