The Day After & the Era of Transformation
“John Charalambakis Ph.D. offers the most astounding and far-reaching commentaries on global reality one can imagine. He reaches back thousands of years in history and makes lessons of history relevant for today…The world would be a better place if global leaders...
Erratic Markets and the Fulfillment of Kairos: Linear vs. Non-Linear Interpretation, Part II
Nowadays, it seems that coronavirus concerns have almost been forgotten. Covid-19 is out, war and energy concerns are in. Market turmoil is marked not by the number of infections but rather by geopolitics. We get the impression that we are in a game where a clash of...
Weekly Market Update
Global equities mixed Global equities were a mixed bag this week. The Dow Jones closed 0.12% down while the S&P 500 and Nasdaq ended the week up 0.06% and 0.65% respectively. The yield on the US 10-year Treasury note dropped several basis points to 2.37%, and the...
Geopolitical Challenges and Statecraft
Putin capitalized on the failure of democracy in Russia in the late 1990s, ushering in an era of anti-western policies and founding an authoritarian regime. His resentment towards the West and his obsession with restoring Russia’s military might is at the center of...
Deconstructing Declining Dividend Yields
Whether public or private, equity markets operate on the same underlying assumption - the investor is contributing capital now to participate in the future success of the company, at the risk of participating in its failure as well. Until that success is translated...
Weekly Market Update
Global Market News Global equities make gains Global equities advanced this week, marking the first time that markets have seen a consecutive week of gains in 2022. The S&P 500 and Dow Jones closed the week up 1.79% and 0.31% respectively, while the Nasdaq rose...
The Day After & the Era of Transformation
“John Charalambakis Ph.D. offers the most astounding and far-reaching commentaries on global reality one can imagine. He reaches back thousands of years in history and makes lessons of history relevant for today…The world would be a better place if global leaders...
Erratic Markets in the Garden of Opis: The Linear and Non-Linear Interpretation, Part I
In the autumn of 324 BCE and just a few months before his death, Alexander the Great organized a magnificent banquet in the Babylonian city of Opis, by the banks of the Tiger River. There were more than nine thousand guests from several nations at that banquet. All...
Canceling the Noise; Not by Bread Alone Part V
The Fed raised rates last Wednesday by 0.25%, a very inadequate response to the realities of fast-approaching double-digit inflation. Gone are the days of decisive bold leadership of a Fed led by Paul Volcker. At the same time, expectations are that a peace agreement...
Geopolitical Challenges and Statecraft
As we continue our analysis of Russia and the war in Ukraine this week, we dive deeper into some of the fears that have emerged as a result of the conflict, namely a wider war between Russia and the West, and the possibility that Russia could deploy a nuclear weapon....
