by John E. Charalambakis | Nov 6, 2019 | Commentaries, Uncategorized
First of all, allow us to start with some clarifications/definitions: Heraclitus Fallacy: The belief that history imposes no constraints. Failing to comprehend the past not only signifies ignorance, but is also idiotic. Parmenides Fallacy: Comparing the present with...
by Rachel Poole | Nov 2, 2019 | Uncategorized, Weekly Market Update
Market Action Thanks to a better than expected October for US earnings and a strong employment report, global equities rose this week. Yield on the US 10-year Treasury note fell 10 basis points to 1.71% and a barrel of West Texas Intermediate crude oil fell a dollar...
by Rachel Poole | Oct 31, 2019 | Crossroads, Uncategorized
Here is a summary of the most important events that unfolded last month, and which may affect economic, financial and geopolitical issues in the months ahead: North America On October 6th, US President Donald Trump withdrew troops from Syria despite a Turkish...
by Rachel Poole | Oct 26, 2019 | Uncategorized, Weekly Market Update
Market Action This week saw only marginal global equity gains as there were mixed third-quarter earnings results and rather dull Brexit news. As measured by the Chicago Board Options Exchange Volatility Index (VIX), Volatility was down by 7% compared to last week. On...
by John E. Charalambakis | Oct 23, 2019 | Commentaries, Uncategorized
We are now under the auspices of a zero-sum game world due to negligible productivity growth rate. Such a shift can be seen as a symptom of trade wars. We believe that the underlying cause can be found in financial manipulations engineered more than twenty years ago....
by Rachel Poole | Oct 19, 2019 | Uncategorized, Weekly Market Update
Market Action Global equity markets boosted slightly after a strong start to the third-quarter earnings season which has been offset somewhat by slow developments in global trade talks and Brexit dealings. The Chicago Board Options Exchange Volatility Index (VIX)...