Over the course of the last few days, a good chunk of the economic analysis has been focusing on the breakeven inflation rate, a.k.a. the investors’ sentiment and inflationary expectations […]

In the distance, Faust saw something like a flickering orange light. “There must be a fire, out there” he thought, and suddenly Mephistopheles appeared, by stating the obvious: “Yes, of […]

By: Nicolas Abdelhak, Mohamed Ramzi, John Charalambakis “The only thing that is constant is change” – Heraclitus What is that common theme in Mozart’s Don Giovanni and in Goethe’s Faust? […]

By 1556 AD, King Charles V had abdicated the Spanish throne to his son Philip II. The Habsburg dynasty was well into its way of dominating European (and not only) […]

September – following a long tradition – turned out once again to be a month marked by market turmoil. As it can be seen below, the markets closed down between […]

John Charalambakis & Joel Fingerman The world experienced a creative ascent in the mid to late 15th century that culminated in the first half of the 16th century. If Renaissance […]

The world got almost everything wrong about Xi Jinping prior to 2012 and even a few years after Xi took over China’s leadership. By 2017, it was clear that the […]

In our August 10th commentary we touched on the parallels between T.S. Eliot’s poem Waste Land and the rehypothecation of assets/bonds (a dangerous endeavor that could undermine financial stability). Furthermore, […]

We all have heard the parallels between the Covid-19 crisis and war. Close to eighteen months after we started being concerned about the possibility of the pandemic, Cicero’s words that […]

Machiavelli stood in one of the corners of the famous square convinced that nothing fails like success. The calendar read May 23, 1498. Outside Florence’s city hall – the famous […]