by John E. Charalambakis | Jul 18, 2019 | Commentaries, Uncategorized
In last week’s commentary, we discussed some perspectives of gathering clouds over the short-term horizon (6-10 months). We expressed the opinion that caution is warranted regarding new market highs given that small caps do not follow the rally, and most importantly...
by John E. Charalambakis | Jul 9, 2019 | Commentaries, Uncategorized
Data from around the world show that economic activity is slowing down. At the same time, the trade uncertainty exacerbates the concerns that a slowdown crowned with an intensifying trade war during geopolitical disputes could derail growth and expectations at a time...
by John E. Charalambakis | Jun 27, 2019 | Commentaries, Uncategorized
What happens if you put new wine into old wineskins? Simply, the old wineskin will burst during the process of fermentation and then a mess will be created, value will be destroyed, and productive resources will be wasted. Societies have been experimenting with fiat...
by John E. Charalambakis | Jun 19, 2019 | Commentaries, Uncategorized
“My fellow Americans, the time has come to confront the Chinese in the only way they know. Money talks and when money talks everyone is condemned to listen. Therefore, effective next Monday we are suspending the trading of all Chinese companies which are traded in...
by John E. Charalambakis | May 30, 2019 | Commentaries, Uncategorized
The EU elections held last weekend throughout the EU provided us with some important lessons that could prove to be pivotal in the unfolding drama in the land where Eurocrats, traditionalists, Eurosceptics, nationalists, and populists are embracing the certainty of...