by John E. Charalambakis | Mar 7, 2018 | Commentaries, Uncategorized
In security conferences around the world, speakers have been describing the rising threats and the rising level of insecurity, while at the same time wondering where the American leadership has been. The violent and chaotic situation in Syria could replicate itself in...
by John E. Charalambakis | Mar 1, 2018 | Commentaries, Uncategorized
In the recent market turmoil, corporate bonds seemed able to sustain their values. Could we assume that in a future market turmoil they will continue showing signs of immunity? Last two times we saw an equities correction (summer of 2015 and early 2016), anxiety...
by John E. Charalambakis | Feb 14, 2018 | Commentaries, Uncategorized
Should we always buy the dip? The strategy has worked over a number of years. Is this time different? The blame over the recent market turmoil has identified some usual suspects: those who shorted volatility got burned; those who used too much leverage got burned;...
by John E. Charalambakis | Feb 8, 2018 | Commentaries, Uncategorized
As a starting point allow me please to summarize what we communicated to our clients during the recent market turmoil. First, let’s review what we perceive are the main causes of the turmoil which may continue in the near future: The bond market is experiencing losses...
by John E. Charalambakis | Feb 3, 2018 | Commentaries, Uncategorized
It seems that we may be in for another tech-earnings party today. As these lines are being drafted, Microsoft and Facebook are expected to report rising profits and anticipation is lifted higher and higher as Google, Apple, and Amazon will be announcing results today...
by John E. Charalambakis | Jan 25, 2018 | Commentaries, Uncategorized
At the beginning of 2017, it cost $1.06 (USD) to buy one euro. As of today, $1.235 is needed to buy the same euro. Does that reflect US economic weakness or just EU strength? How about the greenback against the British pound? In early 2017 it cost $1.24 to buy the...