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Who is in the Middle? A Conversation Among Isaac Asimov, Margaret Atwood, Ray Bradbury, William Gibson, and David Stockman

by John E. Charalambakis | Dec 30, 2025 | Commentaries

The invitation for the annual end-of-year trip arrived with a condition and a warning attached. The condition was to read, prior to boarding the plane, the newly released National Security Strategy (NSS), and the warning was that the plane would be going through the...

Paradoxes at the Dinner Table: Rockefeller and Plato Contemplate

by John E. Charalambakis | Dec 2, 2025 | Commentaries

When Plato received John D. Rockefeller’s invitation for dinner, he insisted on an average type of restaurant. “Affordability is key,” he insisted, “and I pay my own way.” It happened that my table was behind theirs. Plato asked rhetorically: “Mr. Rockefeller, have...

Rising Market Concerns: Reflections from Otto von Bismarck’s Strategy 

by John E. Charalambakis | Nov 11, 2025 | Commentaries

On September 2nd, 1870, Otto von Bismarck met Napoleon III outside Sedan. The French had lost the decisive battle of Sedan and surrendered. A few weeks later, the Germans advanced, laying siege to Paris. On January 18th, 1871, in Versailles (of all places), the new...

Leonardo on Opaque Systems, Questionable Returns, and the Kafkaesque Paradox

by John E. Charalambakis | Oct 28, 2025 | Commentaries

AI has a balance sheet problem: There is a fundamental discrepancy between the projected spending on AI and the corresponding projected revenues. No company can continue spending hundreds of billions of dollars (cumulatively trillions of dollars) and, in return,...

On the “Auguries of Innocence”: Fragility Amid the Joys & Pains of the Market’s Journey

by John E. Charalambakis | Oct 14, 2025 | Commentaries

I sat down to draft this commentary after reading William Blake’s poem “Auguries of Innocence”, while in the background, Robert Zimmerman was singing: “In these times of compassion when conformity’s in fashion…  Sing ‘Amazing Grace’ all the way to the Swiss...
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  • Geopolitics and the Day After
    by The BlackSummit Team
    March 5, 2026
  • The Middle East As a Reeling Cup
    by John E. Charalambakis
    March 3, 2026
  • Weekly Market Update
    by The BlackSummit Team
    February 28, 2026
  • Geopolitics and the Day After
    by The BlackSummit Team
    February 26, 2026
  • Hedging at the Intersection of Schrödinger’s Cat
    by John E. Charalambakis
    February 24, 2026

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