by John E. Charalambakis | Feb 1, 2017 | Commentaries, Uncategorized
Collective hallucinations are dangerous. Undershooting carries risks, but overshooting could have much more serious consequences. Ignoring history is detrimental. Hubris backfires and lack of foresight demonstrates foolishness. My fear is that in this meta-modernity...
by Thierry Malleret | Jan 31, 2017 | Uncategorized
January 2017 The start of the Trump era is both a tipping point and a monumental paradigm shift. His “two simple rules: buy American and hire American” are the functional equivalent of a declaration of economic war, to which some countries – most notably...
by Joel Charalambakis | Jan 28, 2017 | Uncategorized, Weekly Market Update
Market Action The Dow crossed the illustrious 20,000 level this week, setting new highs in the process. Cyclical sectors dominated the markets, revitalizing bullish optimism. President Trump officially removed the U.S. from the Trans-Pacific Partnership this week and...
by John E. Charalambakis | Jan 25, 2017 | Commentaries, Uncategorized
The market celebrated a Dow Jones Industrial Average that reached 20,000 yesterday. Is this too much of good news? Is it sustainable and could it be that investors are carried away? Could a correction erase the good performance since November given the high market...
by Joel Charalambakis | Jan 22, 2017 | Uncategorized, Weekly Market Update
Market Action Defensive sectors (Consumer Staples, Telecommunications) led the market this week as stocks fell for the second consecutive week. Chinese GDP for 2016 grew at a rate of 6.7% according to data released Friday. While in the middle of the targeted range,...
by John E. Charalambakis | Jan 19, 2017 | Commentaries, Uncategorized
One of the main issues debated at the Davos conference this week is the possibility of a new trade regime, as President Trump takes office. Discontent with globalization and the talk – over a number of years – by the President himself, as well as by his designated...