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...
by Joel Charalambakis | Sep 21, 2021 | Commentaries
“Some people are so far behind in a race that they actually believe they’re leading.” – Uncle Junior, The Sopranos The Global Financial Crisis often serves as a landmark or reference point for a broad swath of discourse even today, and rightly so....
by John E. Charalambakis | Sep 14, 2021 | Commentaries
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 Chinese dream of subjugating the rest of the world to its illiberal image would turn ugly in its domestic...
by John E. Charalambakis | Aug 31, 2021 | Commentaries
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, the subliminal statecraft messages derived from T.S....
by Joel Charalambakis | Aug 24, 2021 | Commentaries
“You need a different checklist and different mental models for different companies. I can never make it easy by saying, “Here are three things.” You have to derive it yourself to ingrain it in your head for the rest of your life.” “Take a simple idea and take it...