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Portfolio Anchoring & Capital Allocation at the Dawn of Power Shifts

by John E. Charalambakis | Dec 2, 2020 | Commentaries

Can we truly live and invest heroically? Can we truly stare into the abyss of pain, despair, and disaster and somehow draw strength from those encounters?  Could we contemplate on the fragility and uncertainty of our lives and portfolios and summon the will to...

Discussing the Trajectory of the Dollar at Villa Diodati

by John E. Charalambakis | Nov 24, 2020 | Commentaries

Why Villa Diodati? Two famous manuscripts were drafted there: The Modern Promethus (a.k.a. Frankenstein) by Mary Shelley, and The Vampyre by Lord Byron and Polidori.  After all, the villa is not far from Geneva, the intellectual birthplace of the most famous...

The Corvus, the Hyperborean Land, and de Chirico: Post-Election Assessment, the Investment Landscape, and Post-Pandemic Expectations

by John E. Charalambakis | Nov 10, 2020 | Commentaries

How do you convert a significant disadvantage into a major advantage, especially in the battlefield? How do you find the road to the Gorgons in order to kill the Medusa and bring liberation to the land and the persons you love? And what could the artist Giorgio de...

Waiting for Godot at the Foothill of History: The Market and the Wilderness of Mirrors

by John E. Charalambakis | Oct 27, 2020 | Commentaries

Vladimir and Estragon are still waiting for Mr. Godot as the curtain falls in one of the greatest plays written by Samuel Beckett. Who is really Mr. Godot and why doesn’t he ever appear in the play? And why is the slave owner blinded and the same boy keeps coming to...

TIGER and False Prophets: Economic Recovery (diachronic vs. synchronic in Herodotus’s tradition) at the Dawn of 2021

by John E. Charalambakis | Oct 13, 2020 | Commentaries

The Great Wall of Steroids (a.k.a. China), in their propaganda war to subjugate other countries into their own illiberal image (see our posting of April 14th), wants us to believe that they are growing and that their economic indicators are now higher they have ever...
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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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