By: John E. Charalambakis | On: May 19, 2016 |
Recent reports by major investment banks carry a flavor of pessimism, by suggesting underweighting equities and higher exposure to high yield. We are cautious over the course of the next […]
By: John E. Charalambakis | On: May 11, 2016 |
The act of counterbalancing and possibly containing China has multiple faces. Shinzo Abe, the Prime Minister of Japan met with Vladimir Putin of Russia last weekend in an effort to […]
By: John E. Charalambakis | On: April 29, 2016 |
Yesterday’s decision by the Japanese Central Bank not to extend its monetary easing, strengthened the Yen and significantly pressured the Nikkei Index. It has been obvious in the last several […]
By: John E. Charalambakis | On: April 21, 2016 |
The scientific art of asset and wealth management is like conducting an orchestra. Each musician is dedicated in playing her/his own unique instrument. The enjoyment of music is the product […]
By: John E. Charalambakis | On: April 12, 2016 |
Over the course of the last couple of weeks we have read reports that credit facilities are rising, production is on the upswing, Chinese tremors are subsiding, and an overall […]
By: John E. Charalambakis | On: April 7, 2016 |
The world economy may be entering into treacherous territory. Central Banks and policy makers seem to have misdiagnosed the credit problems and applied the wrong medication. We are referring of […]
By: John E. Charalambakis | On: March 23, 2016 |
Over the course of the last few months official foreign accounts have been selling US Treasuries. At the same time, the US Fed has been selling Treasuries to its primary […]
By: John E. Charalambakis | On: March 16, 2016 |
We are experiencing a transformational change from post-modernity to meta-modernity. As that transformation takes place public philosophy, customs, policies and norms also change. The metamorphosis which is now at works […]
By: John E. Charalambakis | On: March 10, 2016 |
In a recent commentary we pointed out that one of the largest clearing houses asked for a $50 billion capital contribution from member institutions, (see https://blacksummitfg.com/3375 ). We have also […]
By: John E. Charalambakis | On: May 26, 2016 |
On the Dark Hidden Pools of Chinese Liabilities: Debt Binge and Capital Outflows
In September 2010 we warned of the Chinese Wall of Steroids, http://stage.blacksummitfg.com/wp-content/uploads/2011/01/The-Great-Wall-of-Steroids-Vol-2-Issue-3.pdf . In that newsletter we also explained the dangers of WMPs (wealth management products) in China where investors […]