by John E. Charalambakis | Jun 15, 2014 | Commentaries, Uncategorized
How could ISIS, a group of few thousand radical Islamists (a.k.a. Islamic State of Iraq and Al-Sham) be able to gain control of such vital areas and threaten energy, geopolitical, and geoeconomic stability? Are we in the process of seeing the map of the Middle East...
by John E. Charalambakis | Jun 9, 2014 | Commentaries, Uncategorized
The past two weeks have been quite historical. Let’s review some facts and ponder about the direction of the markets in the foreseeable future. Euroskeptics won major battles in several countries demonstrating the failure of a leadership that has created a sclerotic...
by John E. Charalambakis | May 24, 2014 | Commentaries, Uncategorized
One of the greatest privileges in my life is to sit down with people I admire and be taught important lessons. I had that honor again last Thursday in London, UK. I had luncheon with A.M. and D.M., and in the course of the conversation I was reminded that in the shaky...
by John E. Charalambakis | Apr 29, 2014 | Commentaries, Uncategorized
Early this morning I was listening to the announcement about Deutsche Bank’s (DB) profits, which came in “better than expected” and hence its stock price gained more than 2% for the day. It is always a pleasure to honor and recognize prudential banking professionals,...
by John E. Charalambakis | Apr 23, 2014 | Commentaries, Uncategorized
This commentary serves as an initial attempt to explain the financial crisis, the current market upswing, and the potential brewing crisis which in a few years time could change the economic landscape for generations to come. Here is the thesis of this commentary: So...
by John E. Charalambakis | Apr 21, 2014 | Commentaries, Uncategorized
Just a few days ago an event took place in Australia that received very little coverage. Fearing a run on a bank the Australian government guaranteed deposits up to $1 million AUD (Australian dollars)! How the government plans to pay for that is another story. Maybe...