By: John E. Charalambakis | On: November 30, 2012 |
We have all faced situations where everything is about politics. Unfortunately, it seems that we have not learned yet that while everything is politics, politics is not everything. The EU […]
By: John E. Charalambakis | On: November 12, 2012 |
About ten days ago Germany reported its latest deterioration in business climate. German companies expressed significant dissatisfaction with current business conditions. Most probably they have start comprehending that the disintegration […]
By: John E. Charalambakis | On: November 3, 2012 |
Corporate buybacks are used to return cash to stockholders. Moreover without committing to higher dividends they boost earnings per share, and anchor the spread of equity dispersion. In times when […]
By: John E. Charalambakis | On: October 24, 2012 |
There are two opposing forces that are taking place in the EU. One pushes for greater political and economic integration, the other for greater disintegration. At the same time secession […]
By: John E. Charalambakis | On: October 19, 2012 |
The markets’ developments in the last few months may resemble Zeno’s paradox. According to it, the flight of an arrow signifies the impossibility of change or motion. At any given […]
By: John E. Charalambakis | On: October 11, 2012 |
Let me be pretty blunt in this commentary. Growth is stalling almost everywhere due to the gargantuan amount of debt (public and private). Central banks have been exploiting their balance […]
By: John E. Charalambakis | On: October 4, 2012 |
Thomas Mann was the recipient of the Nobel Prize in Literature in 1929. His novel titled Buddenbrooks has been credited for such success. The novel chronicles the decline of a […]
By: John E. Charalambakis | On: September 24, 2012 |
What is a koilogastor market? One interpretation could be a market characterized by gluttony and voracity. Another could be a market whose womb is empty while declaring that a baby […]
By: John E. Charalambakis | On: September 18, 2012 |
The events that shaped last week – and potentially the weeks and months, if not years to come – had both geoeconomics and geopolitical dimensions. In situations like these, the […]
By: John E. Charalambakis | On: December 8, 2012 |
Could we Start Experiencing a Normalization of Dislocation? An Assessment of Risks
In the last few days, some reports have been circulated – by prominent Wall Street banks –which tell us that things will return to normal in 2013. With all due […]