Market Gyrations and Expectations: The Net Debt Perspective
As we noted in our last commentary (http://stage.blacksummitfg.com/3181), we anticipate some volatility during the next few weeks, but we also expect it to subside and for the market to find its upswing trend during the last 10-14 weeks of the year. We are of the...Financial Stress and Expectations: The Story of Developed Markets through the Eyes of Emerging Market Realities
As we reported in our Weekly Market Update over the weekend (http://stage.blacksummitfg.com/wp-content/uploads/2015/08/BFG-Weekly-Brief-August-29-2015.pdf), the US and the EU equity markets experienced one of their most volatile weeks. Over the course of two-three...On Deep States and Deep Markets: Medea Meets the Neo-Mamluk State of Global Volatility
In the summer months of 1944 World War II had taken a clear trajectory. The deadliest war period in human history was approaching its end. At that time the US was establishing not just its geopolitical power but also its geoeconomic power through the dominance of the...Recalibrating Investment Strategies: Adapting in an Ever-Changing Landscape
If we took a five-minute helicopter view of the global economic landscape, what would we have observe? Starting from the country of the rising sun, we could say that Japan has been struggling for 25 years now to find its pace, and still may have a lot of work to do in...Sign Up for Our Publications
