By: John E. Charalambakis | On: March 4, 2014 |
The first part of the title above – meaning “I came, I saw, I conquered” – was pronounced by Julius Caesar in 47 B.C. when he emerged victorious over Pharnaces, […]
By: John E. Charalambakis | On: February 23, 2014 |
More than twenty years ago, the late Samuel Huntington coined the phrase “Democracy’s Third Wave”. By that Huntington described the three phases/waves of democratic revolution that the world has experienced, […]
By: John E. Charalambakis | On: February 14, 2014 |
One of my favorite authors is Isaiah Berlin. I consider his anthology of essays by the title “The Proper Study of Mankind” as one of the finest books published in […]
By: John E. Charalambakis | On: February 9, 2014 |
By Thursday last week we felt that given the markets drop by 5% this year, it was time to put some money to work by investing into companies with strong […]
By: John E. Charalambakis | On: January 30, 2014 |
I did not expect the last commentary to start becoming a reality so soon. In that last commentary I explained that the emerging markets look like prime territory for a […]
By: John E. Charalambakis | On: January 18, 2014 |
As noted from these commentary pages before, I believe that we have entered into a watershed period that will determine if in about two-three years the global economic system collapses, […]
By: John E. Charalambakis | On: January 13, 2014 |
Richard Koo has been known as the father of the “balance sheet recession” theory. The essence of his theory states that monetary policy becomes ineffective when interest rates drop to […]
By: John E. Charalambakis | On: January 5, 2014 |
In this third and final commentary regarding market trends and prospects in 2014, I would like us to concentrate on what we assess to be key-elements for equity markets as […]
By: John E. Charalambakis | On: December 29, 2013 |
I boarded the flight from Chicago to London. From the plane’s speakers I could clearly hear Tom Petty’s voice singing his song about “dancing in the zombie zoo”. “How appropriate”, […]
By: John E. Charalambakis | On: March 13, 2014 |
The Shadows of History Confront the Appetite for Risk: Consolidating the Upward Trend
In 1940, the then Soviet Union overthrew the governments of the Baltic nations (Latvia, Estonia, and Lithuania), rigged the elections, and forced the newly “elected” governments to request admission into […]