by John E. Charalambakis | Jan 3, 2024 | Commentaries
The actual data for 2023 turned out to be better than the projections. If those trends continue in 2024, then optimism should underline the New Year. Despite fighting a pandemic since 2020, significant supply chain turmoil, inflationary pressures, high interest rates,...
by John E. Charalambakis | Dec 28, 2023 | Commentaries
The invitation for the end-of-the-year flight was a bit unusual. It had an image that looked familiar, as I have a copy of the painting in my office. Obviously, I thought George Grosz would be on the flight. That made the invitation to fly to Nairobi even more...
by John E. Charalambakis | Dec 12, 2023 | Commentaries
John E. Charalambakis & Mohamed Ramzi Roshdi We all remember, not with the fondest memories, the market performance in 2022. The S&P 500 lost 19.4%, and even long-term government bonds performed badly (losing 31.2%) as interest rates kept rising. The...
by John E. Charalambakis | Nov 28, 2023 | Commentaries
Market bifurcation, as discussed in the previous commentary, is not an exclusive right of markets and geopolitical philosophy/practices. Ten days ago, OpenAI (the parent company of ChatGPT) demanded that right too, after first firing Sam Altman (one of the founders)...
by John E. Charalambakis | Nov 14, 2023 | Commentaries
It was April 16, 1917, when Vladimir Lenin stepped down from the train at the Finland train station in a triumphant return – after 17 years in Swiss exile – to demonstrate the will to power when the might makes it right. “Dear comrades, soldiers, sailors, and workers,...