By: John E. Charalambakis | On: February 21, 2011 |
Over the weekend the headline news was about the continuing turmoil in Arab countries. The reports state that over 200 people are dead in Libya, after the “firing on civilians” […]
By: John E. Charalambakis | On: February 14, 2011 |
Turkey has become a critical pole in the future hierarchy of global political and economic influence. The recent turmoil in the Middle East seems to be a prime opportunity for […]
By: John E. Charalambakis | On: February 7, 2011 |
On August 9th of last year, we published on this website a commentary on what amounted to be a prelude to our September newsletter, regarding the Chinese bubble. A few […]
By: John E. Charalambakis | On: February 1, 2011 |
For the second part of our series on global hot spots, it should be pretty obvious where the news waves would have us cover: the Middle East, which might be […]
By: John E. Charalambakis | On: January 26, 2011 |
A few weeks ago we wrote that we are optimistic that another deep crisis will be avoided and that the Euro will survive. Recent developments and scenarios are unfolding that […]
By: John E. Charalambakis | On: January 17, 2011 |
We’ve mentioned on several occasions in previous newsletters and commentaries our positive growth outlook for numerous emerging economies in the near future and the growing interconnectedness among them. This isn’t […]
By: John E. Charalambakis | On: January 5, 2011 |
We have written briefly before (July 2010 commentary) on the dangers of the municipal bond market. In this commentary we make the claim that the housing sector leaves a mark of hysteresis […]
By: John E. Charalambakis | On: January 3, 2011 |
Yesterday we ran performance reports for our portfolios1. Our composite return across all portfolios was 18.11%. For comparison, our aggressive portfolio’s aggregate return was 35.95%. Annualized, these figures would exceed […]
By: John E. Charalambakis | On: December 22, 2010 |
On Logos, Retooling Growth, and Contagion Fears: Conventional and Non-Conventional Thoughts on the Occasion of the Days at the Dawn of 2011 A few months ago on this part of […]
By: John E. Charalambakis | On: March 2, 2011 |
A Treacherous Rebalancing Act: A Currency View
Bob Dylan’s song “The times they ‘re a changing”, fits pretty well in today’s global picture. The landscape is changing indeed. Where should we start? In the Arab world? In […]