by John E. Charalambakis | Dec 14, 2016 | Commentaries, Uncategorized
Since the presidential election equity funds have experienced four consecutive weeks of inflows, while bond funds have been experiencing outflows. This makes sense if we consider the anticipated lower tax rates for corporations, and the incoming administration’s plans...
by Joel Charalambakis | Dec 10, 2016 | Uncategorized, Weekly Market Update
Market Action Another week brought a new set of all time highs for the stock market. Financials were again among the market’s leaders thanks to rising rates and indications of a less strenuous regulatory environment under a new administration. China’s foreign exchange...
by John E. Charalambakis | Dec 7, 2016 | Commentaries, Uncategorized
There is rhetoric, and then there is reality. There are expectations, and then there is reality. There is a death valley but also the valley of peace. There are fears, but also hopes. There are thorns but also roses among them. There are opposing winds that could...
by Joel Charalambakis | Dec 4, 2016 | Uncategorized, Weekly Market Update
Market Action Markets tempered their recent rally despite positive economic news from a number of sources this week. Tech stocks sold off as the rising dollar threatens overseas sales. The dollar continues to move higher as markets price in a Fed rate hike at the next...
by Thierry Malleret | Nov 30, 2016 | Uncategorized
November 2016 In response to the ubiquitous head scratching as to what Trump has in store for the US and the rest of the world, we probed the exceptional network of The Monthly Barometer. The truth: everybody is clueless because Trump policies are unknowable....
by John E. Charalambakis | Nov 24, 2016 | Commentaries, Uncategorized
While the markets enjoy historic highs and particular sectors experienced rallies (such as financial and healthcare) one of the questions that investors may have is whether value can be found in EU equities. From a valuation standpoint EU equities could be seen as...