By: John E. Charalambakis | On: April 5, 2022 |
Nowadays, it seems that coronavirus concerns have almost been forgotten. Covid-19 is out, war and energy concerns are in. Market turmoil is marked not by the number of infections but […]
By: John E. Charalambakis | On: March 22, 2022 |
In the autumn of 324 BCE and just a few months before his death, Alexander the Great organized a magnificent banquet in the Babylonian city of Opis, by the banks […]
By: John E. Charalambakis | On: March 18, 2022 |
The Fed raised rates last Wednesday by 0.25%, a very inadequate response to the realities of fast-approaching double-digit inflation. Gone are the days of decisive bold leadership of a Fed […]
By: John E. Charalambakis | On: March 11, 2022 |
In this edition of our series, we are focusing on two fundamental questions: Is the market stabilizing given the new reality of growth and inflation? Why has Putin’s delusional madness […]
By: John E. Charalambakis | On: March 7, 2022 |
Remirro de Orco was made the governor of Romagna by Cesare Borgia for one purpose: to silence rebellious voices and pacify an insurgency. Romero failed, and his body was found […]
By: John E. Charalambakis | On: March 4, 2022 |
What can we conclude from a week marked by a delusional war and high volatility, and what should we be preparing for? The first graph below portrays the YTD market […]
By: John E. Charalambakis | On: March 2, 2022 |
We thought to share with you a piece that we had posted in 2014, almost 8 years ago. We believe It is pretty relevant for the current circumstances. March 20, […]
By: John E. Charalambakis | On: February 25, 2022 |
In an effort to understand the delusional madness that has been on display since yesterday, and continuing the series that we started last week, allow us to share with you […]
By: John E. Charalambakis | On: February 22, 2022 |
Given yesterday afternoon’s Ukrainian developments, we thought to start with the conclusion of today’s commentary: Carl von Clausewitz addressed the issue of limited and absolute war in On War. The […]
By: John E. Charalambakis | On: April 8, 2022 |
Canceling the Noise; Not by Bread Alone Part VI
It’s time to look under the hood again and cancel the noise while trying to figure out what is happening. There are three issues we will be addressing in this […]