by John E. Charalambakis | May 19, 2011 | Commentaries, Uncategorized
On June 1, the French-German channel called Arte will broadcast a controversial documentary titled “The Octagon System”. The website www.Rue89.com claims that the producer started the project in 2007, but then the channel backtracked, due to its controversial topic,...
by John E. Charalambakis | May 16, 2011 | Commentaries, Uncategorized
As a sort of preface for our newsletter next month we will briefly touch upon some general sentiments we hold for holding positions in assets that will rise with the expected global infrastructure boom. Figure 1: Global Growth Sources: Past and Future, IMF The table...
by John E. Charalambakis | May 9, 2011 | Commentaries, Uncategorized
This commentary is a continuation of our theme that hard/real assets that are no one else’s liabilities – in contrast to financial “assets” – represent anchors in portfolios. It also serves as a prelude to our upcoming newsletters about infrastructure, international...
by John E. Charalambakis | Apr 28, 2011 | Commentaries, Uncategorized
Since our last commentary on the events in the Middle East, turmoil in the region has not slowed down. Libya has captured most of the world’s attention due to the intervention of the United States (in overt and covert manners) with the assistance of NATO forces in an...
by John E. Charalambakis | Apr 21, 2011 | Commentaries, Uncategorized
In the ancient Greek play “Plutus” (Wealth) by Aristophanes, the unwise master named Chremylos pretends to be a righteous man who deserves wealth and prosperity at a time when his household suffers from poverty. In a classic pre-dialectic materialistic point of view...
by John E. Charalambakis | Apr 15, 2011 | Commentaries, Uncategorized
Without a doubt in the last three-four months we live an oxymoron: In the midst of the sovereign debt crisis in Europe, the Euro has been strengthening and the US dollar has been weakening, as the following graph shows. We will let primarily graphs to talk in this...