by John E. Charalambakis | Apr 20, 2017 | Commentaries, Uncategorized
As we go down the road where the improbable becomes probable and the non-tradable becomes tradable, we discuss below four possible outcomes that could alter the investment landscape. Those four are: The recently discovered offshore Egyptian energy resources; the...
by John E. Charalambakis | Apr 11, 2017 | Commentaries, Uncategorized
Money markets experienced some kind of distortion in the last 18-24 months due to global dollar shortages as the Fed got into the swing of “normalizing” rates. Money markets several times become the arteries of the financial system. If they get clogged, shortages are...
by John E. Charalambakis | Apr 4, 2017 | Commentaries, Uncategorized
In the last couple of weeks a reality seems to be settling in the minds of over-optimistic investors. That reality says that it would not be so easy to enact legislation that will turn things around overnight. Moreover, investigations and questions about...
by John E. Charalambakis | Mar 29, 2017 | Commentaries, Uncategorized
“Zadig” a.k.a. “Destiny: An Oriental Story” and “Micromegas” were two of Voltaire’s philosophical tales dated back in the middle of the 18th century. In the former Voltaire explores the reason’s inability to penetrate the deep mysteries of life as the enigma of the...
by John E. Charalambakis | Mar 23, 2017 | Commentaries, Uncategorized
A recent investors’ survey done by Bank of America Merrill Lynch found that more and more investors believe that stocks are overvalued. Expectations about earnings, taxes, spending, and regulatory regime, have uplifted equities worldwide, but recently a sense of...