By: John E. Charalambakis | On: August 16, 2010 |
As readers of our publications, presentations, and commentaries could confirm, for quite some time now we have been talking about the dangers of over-collateralization, especially of collateralizing paper-assets a.k.a. financial […]
By: John E. Charalambakis | On: August 12, 2010 |
James Cain’s book The Postman Always Rings Twice is an allegory of greed, passion, judgment, and even divine intervention. Frank (the novel’s main character) got away with murder the first […]
By: John E. Charalambakis | On: August 9, 2010 |
In our June newsletter, we announced that in a few months we will publish our research on what we believe to be a Chinese bubble. In that issue we showed […]
By: John E. Charalambakis | On: August 5, 2010 |
The period from the mid 1980s to the middle of 2007 is known as the period of great moderation, when inflation was low and stable, unemployment also was low, utilized […]
By: John E. Charalambakis | On: August 3, 2010 |
The following is a series of thoughts about the threat of deflation knocking at the door of the U.S. economy. The U.S. economic growth is most dependent on the consuming […]
By: John E. Charalambakis | On: July 29, 2010 |
The stress tests for Europe’s banking system have come and gone and now we feel obliged to provide you with our take. We prefer not to trust the fox guarding […]
By: John E. Charalambakis | On: July 26, 2010 |
As a break from our continued attention to the banking sector and the financial stress that persists around the globe we’d like to offer some thoughts on more general economic […]
By: John E. Charalambakis | On: July 22, 2010 |
This coming Friday, July 23, 2010, the EU will make public the results of the stress tests implemented on its banks. Three comments are in order prior to the release: […]
By: John E. Charalambakis | On: July 19, 2010 |
With financial reform just passed by the Senate, we wanted to take the time to express our delights and concerns of the bill while paying special recognition to Mr. Paul […]
By: John E. Charalambakis | On: August 19, 2010 |
The Economic Outlook: Still Looking for the Roses Among the Thorns
It seems that the economic slowdown is taking root. The consensus forecast for the Philly Index that portrays manufacturing activity for the Eastern part of the country was expected to […]