by John E. Charalambakis | Jan 3, 2011 | Commentaries, Uncategorized
Yesterday we ran performance reports for our portfolios1. Our composite return across all portfolios was 18.11%. For comparison, our aggressive portfolio’s aggregate return was 35.95%. Annualized, these figures would exceed 35% and 50%, respectively. We...
by John E. Charalambakis | Dec 22, 2010 | Commentaries, Uncategorized
On Logos, Retooling Growth, and Contagion Fears: Conventional and Non-Conventional Thoughts on the Occasion of the Days at the Dawn of 2011 A few months ago on this part of the website we wrote about the New Silk Road. Growth will probably continue at significantly...
by John E. Charalambakis | Dec 20, 2010 | Commentaries, Uncategorized
The late Kenneth Lay of Enron renamed his company from Enteron to Enron and moved the headquarters to Houston, Texas, ready to become the global trading conglomerate of energy, with the help of some powerful friends. (As things turned out Enteron – which in Greek...
by John E. Charalambakis | Dec 13, 2010 | Commentaries, Uncategorized
One of the great joys of my job is to meet old and new friends who teach and/or remind me of marvelous concepts and ideas. One such incident happened about three weeks ago during an overseas trip. At a dinner I had had with I.K.M. – who had reminded me a few...
by John E. Charalambakis | Nov 29, 2010 | Commentaries, Uncategorized
Fact 1: In the early 1990s, if it were not for Europeans and the US, Germany would have had a pretty rough and bumpy ride towards its reunification. The direct and indirect funding provided by both sources made the difference for Germany. Fact 2: To keep attracting...
by John E. Charalambakis | Nov 10, 2010 | Commentaries, Uncategorized
First of all, a special note of thanks to a good friend (IKM) who recently reminded me of the concept of Seisachtheia. Thus, a historical reference is needed first (please note that this is not a diatribe on the concept, and I am only using the pertinent clauses of...