By: John E. Charalambakis | On: June 22, 2013 |
The Fed’s hint that they may taper the purchases of financial assets ignited a fear in the markets last week. We have long been advocates of sound money while questioning […]
By: John E. Charalambakis | On: June 15, 2013 |
We are coming to a juncture in the markets where we need to decide if the means of illusions used can produce any real lasting effects. The truth of the […]
By: John E. Charalambakis | On: June 8, 2013 |
This year marks the 100th anniversary of Kierkegaard’s birth. The father of existentialism had a clear target, to show that Hegel’s attempt to systematize all reality was an exercise in […]
By: John E. Charalambakis | On: May 30, 2013 |
It has been a week now since the Japanese markets have been exhibiting significant volatility. What we have been observing is that both equities and bonds show signs of turmoil. […]
By: John E. Charalambakis | On: May 21, 2013 |
Late last year I wrote that we anticipate precious metals to suffer losses in 2013. We would not be surprised if this lasts more than a year. In one of […]
By: John E. Charalambakis | On: May 15, 2013 |
Could it be that the over-collateralization and re-hypothecation of paper assets via the derivatives avenue has created a huge hole in the financial system that the monetary authorities are called […]
By: John E. Charalambakis | On: May 3, 2013 |
A few days ago Jose Manuel Barroso (President of the European Commission) declared that austerity has its limits. The Eureka moment which says that you cannot add by subtracting finally […]
By: John E. Charalambakis | On: April 13, 2013 |
I do not think that we would have had a hard time if we desired to find alarming market signals. However, the message from the markets seems to be a […]
By: John E. Charalambakis | On: April 2, 2013 |
I think we are all puzzled by the fact that despite the pumping of credit via monetary reserves in several western nations, we still feel that stagnation prevails and certainly […]
By: John E. Charalambakis | On: June 27, 2013 |
Eluding Real Growth and the Future of Precious Metals: The Central Bank of Central Banks Signals the New Phase
The latest report of the BIS (Bank of International Settlements, a.k.a. the central bank of the world’s central banks) is very clear as to the future of further monetary stimulus […]