Commentaries

By: John E. Charalambakis | On: June 27, 2019 |

Cryptocurrencies and Pseudocurrencies Meet Homer: The Tale of New Wine in Old Wineskins Continues

What happens if you put new wine into old wineskins? Simply, the old wineskin will burst during the process of fermentation and then a mess will be created, value will […]

By: John E. Charalambakis | On: June 19, 2019 |

Weaponizing Foolhardiness in the Midst of Rising Geopolitical and Geoeconomic Risks

 “My fellow Americans, the time has come to confront the Chinese in the only way they know. Money talks and when money talks everyone is condemned to listen. Therefore, […]

By: John E. Charalambakis | On: May 30, 2019 |

EU Elections and Other Unfolding Stories: What Can we Decipher?

The EU elections held last weekend throughout the EU provided us with some important lessons that could prove to be pivotal in the unfolding drama in the land where Eurocrats, […]

By: John E. Charalambakis | On: May 22, 2019 |

The Bigger Picture: Reverberations and Echoes from Mapsidios Practices

Whether we look at the Pacific region or at US markets we observe elevated anxiety regarding the evolution of the trade disputes. Mutual trust has been undermined, harsher steps are […]

By: John E. Charalambakis | On: May 14, 2019 |

Market Trajectory: Pieter Bruegel Tweeting from Purgatory

It seems that in the midst of the markets’ significant drop yesterday, I had not paid attention to the tweet by Bruegel. Have you seen the tweet by Pieter Bruegel? […]

By: John E. Charalambakis | On: May 7, 2019 |

An Omen in the Making? The Argentinian and Turkish Developments

The president’s threat to increase tariffs on Chinese products from 10% to 25%, sent volatility way high yesterday (see chart below). Moreover, the president’s threat via two tweets caused the […]

By: John E. Charalambakis | On: May 3, 2019 |

Very Short Reflections on Value

We invite our readers to watch this video which is wonderfully done. Euro Banknotes – Made to Last And now our simple and humble questions: How about fire? Would ever […]

By: John E. Charalambakis | On: April 25, 2019 |

Market Records in the Midst of a Maturing Credit Cycle: How Would Cicero React?

The S&P 500 as well as the Nasdaq hit record highs on Tuesday. What’s next? Can we answer that question without considering the surrounding context and especially the stage of […]

By: John E. Charalambakis | On: April 17, 2019 |

Echoes from the Riviera of Purgatory: Investing for the Future

“China is in deep trouble”; “China is recovering” “All hell is breaking loose with the trade war”; “We are very close to a trade deal” “Brexit on March 29th”; “Brexit […]

By: John E. Charalambakis | On: April 4, 2019 |

The Bond Market and Investors’ Assertiveness

On March 28, the 10-year Treasury’s yield dropped to 2.34% due to exaggerated fears of an imminent recession. The drop in rates in the first quarter of this year (see […]