Publications
By: The BlackSummit Team | On: August 5, 2022 |
Geopolitical Challenges and Statecraft
For this week’s geopolitical look, we examine the conflicts shaping the trajectory of the 21st century. The first is the US-China rivalry, which is quickly coalescing around the sovereignty of […]
By: Tyler Thompson | On: August 2, 2022 |
Buying the Narrative
Company valuation is one of the more recent iterations of the ancient human tradition of storytelling. Like all traditional narrative forms, it pits a protagonist (company managers) against a problem […]
By: Rachel Poole | On: August 2, 2022 |
Weekly Market Update
Global Market News Global equities make gains Global equities made gains this week, bringing markets their best monthly performance since 2020 as they try to rebound. The S&P 500 and […]
By: The BlackSummit Team | On: July 29, 2022 |
The Day After & the Era of Transformation
As the world struggles with the looming prospect of a widespread economic slowdown, we begin our look at the Day After with an analysis of how the EU is preparing […]
By: Rachel Poole | On: July 26, 2022 |
Weekly Market Update
Global Market News Global equities rise Global equities were higher on the week. The S&P 500 and Dow Jones advanced 2.55% and 1.95% respectively, while the Nasdaq rose 3.33%. The […]
By: The BlackSummit Team | On: July 22, 2022 |
Geopolitical Challenges and Statecraft
The Global South has long been a battleground for global power competition. While US economic and political influence in the Global South has waned in recent years, Russia and China […]
By: The BlackSummit Team | On: July 19, 2022 |
Mess with the Bull(whip) and Get the Horns
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 […]
By: John E. Charalambakis | On: July 1, 2022 |
Canceling the Noise; Not by Bread Alone Part XII
The mark of a true statesman (really, of any leader) is magnanimity combined with moderation, justice, courage, foresight, prudence, a genuine concern for the public good, and temperance. Which of these features should be […]
By: The BlackSummit Team | On: June 28, 2022 |
Never Say Never
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 […]
By: Rachel Poole | On: June 28, 2022 |
Weekly Market Update
Rachel Poole Mustor | June 25, 2022 Global Market News Global equities rebound Global equities were higher on the week with markets rebounding sharply Friday afternoon. The S&P 500 and Dow […]
By: John E. Charalambakis | On: July 14, 2022 |
Canceling the Noise; Not by Bread Alone Part XIII
Whether we talk about Herodotus, Thucydides, Montesquieu, or Gibbon, the fundamental element is that history illuminates human conditions. If we take it a step further, we discover that history is not the unpeeling of the past […]