Publications
By: Joel Charalambakis | On: May 19, 2020 |
Cash Is King: How P/E Ratios Obfuscate Value
“Rule No. 1: Never lose money. Rule No. 2: Never forget rule No.1” – Warren Buffet “Simplicity is the ultimate sophistication.” – Leonardo da Vinci The Price-to-Earnings Ratio is probably […]
By: Rachel Poole | On: May 16, 2020 |
Weekly Market Update
Global Market News Global equities lower on the weekGlobal equities were lower on the week while the US 10-year Treasury note gained a little bit in price as the yield […]
By: Rachel Poole | On: May 15, 2020 |
Covid-19 and the Day After
Given the unprecedented times we’re living in, we thought that it might be helpful to send, once a week, a summary of 3-4 articles which reflect the new realities and their potential […]
By: Rachel Poole | On: May 9, 2020 |
Weekly Market Update
Global Market News Global equities higher on the weekGlobal equities were higher on the week as markets continue to rally despite the blow to payrolls announced on Friday. The yield […]
By: Rachel Poole | On: May 8, 2020 |
Covid-19 and the Day After
Given the unprecedented times we’re living in, we thought that it might be helpful to send, once a week, a summary of 3-4 articles which reflect the new realities and their potential […]
By: Rachel Poole | On: May 5, 2020 |
Crossroads: At the Intersection of Geopolitics and Geoeconomics
Here is a summary of the most important events that unfolded this past month, and which may affect economic, financial and geopolitical issues in the months ahead: North America Crude […]
By: Rachel Poole | On: May 2, 2020 |
Weekly Market Update
Global Market News Global equities slightly downGlobal equities were slightly down on the week. The US 10-year Treasury note was also little changed this week, yielding 0.62% at the end […]
By: John E. Charalambakis | On: April 30, 2020 |
From Westphalia (1648) to Vienna (1815) and onto Paris (1919), Bretton Woods (1944), Camp David (1971) and the forthcoming Paradigm Shift: Part IV (final), Rebalancing of Power
In the second book of Aristotle’s Nicomachean Ethics we are confronted with a list of virtues and vices. In that table we read about andreia (courage), sophrosune (temperance), eleutheriotes (liberality), […]
By: Rachel Poole | On: April 25, 2020 |
Weekly Market Update
Global Market News Global equities slightly lowerThough the market rally continues, global equities were slightly lower on the week. The yield on the US 10-year treasury note changed little, coming […]
By: Joel Charalambakis | On: April 23, 2020 |
Alphabet Soup of Recoveries
“The three most important words in investing are margin of safety.” – Warren Buffett There’s been an alphabet soup of hypothesized recovery patterns over the last two months as the […]
By: John E. Charalambakis | On: May 12, 2020 |
Covid-19 and the Future of the Eurozone
“Not all the Germans believe in God, but all the Germans believe in the Bundesbank”, (Jacques Delors, the famous former head of the European Commission) The Euro lost minimal ground […]