When Statues Come to Dinner Parties: Don Giovanni’s Reflections on Japan and China
In the final act of Mozart’s opera Don Giovanni, the statue of Commendatore – whom Don Giovanni had killed - appears at the dinner. After all, Don Giovanni in his hubristic attitude and spirit had ordered his servant (Leporello) to invite the statue of Commendatore to...
Geopolitics & the Day After
For this week's newsletter, we look at both long-term trends and recent developments that potentially lend insight into the direction that the world is heading. First, we examine the weak outlook for the Euro area, giving special attention to Germany's declining...
CROSSROADS
At the Intersection of Geopolitics and Geoeconomics February 20, 2024 | Volume 7, Issue 2 | The BlackSummit Team Here is a summary of important events that unfolded over the last month, and which may affect economic, financial, and geopolitical issues in the...
Carbon Market News Roundup
February 19, 2023 | Volume 1, Issue 4 | The BlackSummit Team Welcome to the fourth issue of our monthly newsletter, Carbon Market News Roundup, the goal of which is to introduce our audience to a new asset class market in the making: the carbon market. Our...
Weekly Market Update
Global Market News Global equities decline Global equities were lower on the week amid an uptick in US inflation and waning hopes of rapid rate cuts. The S&P 500 and Dow Jones declined 0.42% and 0.11% on the week respectively, while the Nasdaq lost 1.34%. The US...
Geopolitics & the Day After
This week, we examine the unique trends that are likely to have a significant impact on the global economic and geopolitical landscape. First, we discuss how the strength of the US economy is complicating the fight against inflation. Then, we look at the prospects for...
Jean Bodin, Valuations, and the Invisible Foundations of the Market
As the old saying goes, good days tend to reward cheap assets, especially when things start on a wave of mysticism and end up as politics. Furthermore, when we look at the fundamentals of equities in the US, a signal of overvaluation jumps out that may be calling for...
Geopolitics & the Day After
This week, we touch on a wide array of subjects, from economics to elections. First, we discuss the movement of global investment away from China. Then we move to an examination of the various threats to global economic growth, despite optimistic forecasts. We then...
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....
Weekly Market Update
Global Market News Global equities make gains Global equities made gains this week. The S&P 500 and Dow Jones increased 1.38% and 1.43% on the week respectively, while the Nasdaq grew 1.12%. The US 10-year Treasury note dropped several basis points,...
