By: John E. Charalambakis | On: February 13, 2024 |
As the old saying goes, good days tend to reward cheap assets, especially when things start on a wave of mysticism and end up as politics. Furthermore, when we look […]
By: John E. Charalambakis | On: January 30, 2024 |
Self-deception and evil are the two main characteristics of Shakespeare’s tragedy Othello. Like Otello (in Verdi’s opera) who defended Cyprus against the Ottomans (a pre-incarnation to Lawrence of Arabia) Othello […]
By: John E. Charalambakis | On: January 23, 2024 |
Last Friday, the S&P 500 reached an all-time high. However, the equal-weighted index of the S&P 500 is still below the old record (as shown in the graph to the […]
By: John E. Charalambakis | On: January 3, 2024 |
The actual data for 2023 turned out to be better than the projections. If those trends continue in 2024, then optimism should underline the New Year. Despite fighting a pandemic […]
By: John E. Charalambakis | On: December 28, 2023 |
The invitation for the end-of-the-year flight was a bit unusual. It had an image that looked familiar, as I have a copy of the painting in my office. Obviously, I […]
By: John E. Charalambakis | On: December 12, 2023 |
John E. Charalambakis & Mohamed Ramzi Roshdi We all remember, not with the fondest memories, the market performance in 2022. The S&P 500 lost 19.4%, and even long-term government bonds […]
By: John E. Charalambakis | On: November 28, 2023 |
Market bifurcation, as discussed in the previous commentary, is not an exclusive right of markets and geopolitical philosophy/practices. Ten days ago, OpenAI (the parent company of ChatGPT) demanded that right […]
By: John E. Charalambakis | On: November 14, 2023 |
It was April 16, 1917, when Vladimir Lenin stepped down from the train at the Finland train station in a triumphant return – after 17 years in Swiss exile – […]
By: John E. Charalambakis | On: October 31, 2023 |
John Locke was the first philosopher of the Enlightenment. His works set the stage for classical liberalism which, in turn, was instrumental in the American and French revolutions. The current betrayal […]
By: John E. Charalambakis | On: February 27, 2024 |
When Statues Come to Dinner Parties: Don Giovanni’s Reflections on Japan and China
In the final act of Mozart’s opera Don Giovanni, the statue of Commendatore – whom Don Giovanni had killed – appears at the dinner. After all, Don Giovanni in his […]