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Geopolitical Derivatives and the Markets: It Started With a Bang; Where Does it Go From Here?

by John E. Charalambakis | Jan 6, 2026 | Commentaries

The year 2026 started with a bang! Maduro is out, the oil sector prepares for new dynamics, the US declared that it will run Venezuela for the foreseeable future – disavowing Maria Corina Machado – while allowing US oil companies to shape its future. The new National...

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,...
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  • CROSSROADS: Middle East, Asia, Latin America, Sub-Saharan Africa
    by The BlackSummit Team
    June 17, 2026
  • CROSSROADS: North America, Europe, China, India & Japan
    by The BlackSummit Team
    June 16, 2026
  • Weekly Market Update
    by The BlackSummit Team
    June 13, 2026
  • Geopolitics and the Day After
    by The BlackSummit Team
    June 11, 2026
  • The Atrophy of a Pugnacious Shellacking: Mr. Warsh, Raise the Rates
    by John E. Charalambakis
    June 9, 2026

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