by John E. Charalambakis | Nov 9, 2021 | Commentaries
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 for the next five years. The reason behind such concerns is the fact that the...
by John E. Charalambakis | Oct 26, 2021 | Commentaries
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 course there is, and it consumes the house of Baucis and Philemon, you know that...
by John E. Charalambakis | Oct 19, 2021 | Commentaries
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? In our interpretation, the underlying theme that the audience of Don...
by John E. Charalambakis | Oct 12, 2021 | Commentaries
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) affairs for the next three and a half centuries. Twenty years later, King Philip II had adopted a motto...
by John E. Charalambakis | Oct 1, 2021 | Commentaries
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 4.6% (S&P 500) and 5% (Nasdaq). Source: Koyfin What were the causes then for the market drop and could...
by John E. Charalambakis | Sep 28, 2021 | Commentaries
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 marked the birth of the modern world, then Marsilio Ficino and his translation of...