by The BlackSummit Team | Jul 19, 2022 | Commentaries
Investors are getting a front-row seat to Supply Chain 101 during and in the aftermath of the global pandemic. Interconnectedness seems to always be unveiled amid crisis, whether that is financial contagion such as the Asian Financial Crisis or global operations, as...
by The BlackSummit Team | Jun 28, 2022 | Commentaries
Bob Farrell’s 10 Market Rules for Investing is a timeless list of wisdom which immortalized the strategist. After studying under Benjamin Graham and David Dodd at Columbia, Farrell worked at Merrill Lynch for 45 years and eventually became their Chief Market...
by The BlackSummit Team | Jun 24, 2022 | Geopolitics & the Day After
Introduction: For today’s look at the Day After, we examine four areas where stability is threatened by world events. The first of these is energy markets, where the Russian invasion of Ukraine has brought to light the need to balance the competing interests of...
by The BlackSummit Team | Jun 10, 2022 | Geopolitics & the Day After
For this week’s geopolitical look, we take a look at the “bad guys” of the international stage. We begin with an analysis of the de facto blockade of Odessa and other Ukrainian ports, stifling the flow of vital commodities out of the resource-rich country. We also...
by The BlackSummit Team | Jun 3, 2022 | Geopolitics & the Day After
Introduction: As the world continues to grapple with an ongoing series of local and global crises, destabilization has become a recurring theme. One of the first casualties of the Covid pandemic was energy, and that industry’s difficulties have only been exacerbated...