Fundamentals of Commodities and Their Trajectories
Below is a summary of last month’s commentaries from BlackSummit’s sister company, Fundamental Analytics. The following describes the highlights of those commentaries, which showcase the factors affecting the energy, agricultural, and other commodities that...Geopolitics & the Day After
For this week’s newsletter, we touch on topics from tensions in the Middle East, US market trajectory, developments in the Ukraine-Russia war, and investment opportunities in commodities. First, we look at the undeclared ‘Shadow War’ between Israel...The Wooden Nickel
The Wooden Nickel is a collection of roughly a handful of recent topics that have caught our attention. Here you’ll find current, open-ended thoughts. We wish to use this piece as a way to think out loud in public rather than formal proclamations or projections. 1....Geopolitics & the Day After
For this week’s newsletter, our topics include recent developments in global financial markets, great power competition, technology, and global migration. First, we look at some interesting news in the world of investing, from infrastructure, commodities, and...Sign Up for Our Publications
