By: The BlackSummit Team | On: April 11, 2024 |
For this week’s newsletter, we focus on the factors that drive geopolitics, markets, and thus investment considerations. First, we look at the expanding China-Russia relationship against the backdrop of global […]
By: The BlackSummit Team | On: April 6, 2024 |
Global Market News Global equities decline Global equities declined this week. The S&P 500 lost 0.95% while the Dow Jones dropped 2.27% and the Nasdaq decreased 0.80%. The US 10-year […]
By: The BlackSummit Team | On: April 5, 2024 |
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 […]
By: The BlackSummit Team | On: April 4, 2024 |
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 […]
By: The BlackSummit Team | On: April 2, 2024 |
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 […]
By: The BlackSummit Team | On: March 28, 2024 |
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 […]
By: The BlackSummit Team | On: March 23, 2024 |
Global Market News Global equities make gains Global equities were relatively unchanged on the week. The S&P 500 fell 0.12% while the Dow Jones Global equities made gains this week […]
By: The BlackSummit Team | On: March 21, 2024 |
For this week’s newsletter, we examine some of the less-discussed conflicts in the world, as well as political, technological, and economic developments that mark our new era of transition. First, […]
By: The BlackSummit Team | On: March 19, 2024 |
At the Intersection of Geopolitics and Geoeconomics March 19, 2024 | Volume 7, Issue 3 | The BlackSummit Team Here is a summary of important events that unfolded over the […]
By: The BlackSummit Team | On: March 16, 2024 |
Global Market News Global equities unchanged Global equities were relatively unchanged on the week. The S&P 500 fell 0.12% while the Dow Jones declined only 0.02% from last Friday. The […]
By: John E. Charalambakis | On: April 9, 2024 |
The Irreversibility of a Faux Reality: Illusions, Spectacles, and Geopolitical Challenges to Portfolios’ Alpha and Beta, Part II
In our previous commentary, we discussed reality as the trajectory of three parallel lines (markets, geopolitics, and Karl Barth’s writings on creation) that eventually intersect. Since then, the market reality […]