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...
by John E. Charalambakis | Jun 11, 2024 | Commentaries
In the first part of this two-part series, we outlined four possible scenarios that make up Mr. Uncertainty. Antigone stood up to Creon which represented the epitome of self-destruction not just for him and his family but for the whole kingdom of Thebes....
by John E. Charalambakis | May 28, 2024 | Commentaries
Last weekend the Financial Times published an article by Ruchir Sharma, titled “What went wrong with capitalism”. Sharma is an analyst whom I highly respect, and in his book The Rise and Fall of Nations, he demonstrates an ability to deduct causes of...