by John E. Charalambakis | May 22, 2023 | Commentaries
Could Puccini’s opera Tosca (based on Sardou’s dramatic play La Tosca) be the prolegomenon of the debt limit debacle? There are plenty of twists in both the play and the libretto, and Puccini is a master of dramatizing those twists. How in the world could a reasonable...
by John E. Charalambakis | May 4, 2023 | Commentaries
Upon return from Troy, Agamemnon is killed by his wife Clytemnestra. Orestes and his sister, Electra, are resolute on killing their mother and her lover, both of whom are thirsty for power. Now, Clytemnestra is having a dream where she gives birth to a serpent. The...
by Tyler Thompson | May 2, 2023 | Commentaries
Three weeks ago, we wrote about the factors propelling the energy transition. For this week’s commentary, we will detail the energy challenges facing Europe in particular. Despite being the world’s second-smallest continent, Europe boasts the world’s...
by John E. Charalambakis | Apr 18, 2023 | Commentaries
Are the financial tremors over? Based on the latest data published by the Federal Reserve Bank of St. Louis (see graph below), it seems that we are returning to some normalcy. However, if the commercial real estate sector in the US and/or Europe starts its own series...
by John E. Charalambakis | Apr 11, 2023 | Commentaries
In the first part of this series, we emphasized China’s ambition to replace (if needed by force) the liberal balance of power with an illiberal autocracy (consequently, limiting the role of the US dollar as the international reserve currency) where useful idiots...
by Tyler Thompson | Apr 4, 2023 | Commentaries
In the coming months, we will be examining the economic prospects and geopolitical implications of several of the world’s growing markets. Let’s play a quick game of “Guess that Country” – boasting a population of just over 1.4 billion people, this nation has...