by John E. Charalambakis | Oct 1, 2024 | Commentaries
Vienna in the 1920s became the center of logical empiricism, which crowned rational knowledge and scientific discoveries as the primary sources of discovering truths and advancing progress. Just in the last four weeks, the market has experimented with new highs in...
by John E. Charalambakis | Sep 10, 2024 | Commentaries
What does the sharp fall over the course of a few days of tech-oriented stocks – as reflected below – represent? The Nasdaq dropped by 5.8% between September 2nd and September 6th, and several analysts pointed out that weak economic data may point to an imminent...
by John E. Charalambakis | Aug 5, 2024 | Commentaries
What a week that was! It seemed that anywhere we turned our sights, signs of volatility were dancing over our heads. The objectives of this commentary are twofold: First, to discuss what happened in the economic, financial, and geopolitical spheres. Second, to assess...
by John E. Charalambakis | Jul 9, 2024 | Commentaries
Power does not guarantee security. Preserving the global order is costly. Restraining the forces that aim at destabilizing the global order is even costlier. The fate of the dollar and the fate of global currency stability largely depend on the internal politics of...
by John E. Charalambakis | Jun 25, 2024 | Commentaries
What has been happening with European stocks (ticker EZU below) since the beginning of the month? Why have they lost more than 6%, while the S&P 500 (ticker SPY) and the Dow Jones (ticker DIA) have gained more than 3% and 1% respectively? Someone might say that...