The Bride of Acheron, Part II: Sophocles’ Antigone and Homer’s Pleonexia Meet Mr. Uncertainty
In the first part of this two-part series, we outlined four possible scenarios that make up Mr. Uncertainty. Antigone stood up to Creon which represented the epitome of self-destruction not just for him and his family but for the whole kingdom of Thebes....
Weekly Market Update
Global Equities Make Gains Global equities made gains this week, closing Friday right below the record highs set earlier in the week. The S&P 500 and Dow Jones gained 1.32% and 0.29% respectively, while the Nasdaq increased 2.38%. The US 10-year Treasury note...
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 power and...
Geopolitics & the Day After
To begin this week's newsletter, we look at the results of recent elections in Mexico, South Africa, and India, and look ahead to the upcoming election in the US. Then, we examine the signals of a potential slowdown in the US economy alongside currencies that are...
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....
Weekly Market Update
Global Equities Decline Global equities declined on the week. The S&P 500 lost 0.51% while the Dow Jones dropped 0.98%. Likewise, the Nasdaq decreased 1.10%. The US 10-year Treasury note increased slightly to 4.50%. Meanwhile, the price of a barrel of West Texas...
Geopolitics & the Day After
To begin this week's newsletter, we look at the economic issues that China faces and the issues in Taiwanese domestic politics that will challenge its new president. Then, we examine the record highs that global financial markets have recently been hitting in spite of...
The Bride of Acheron: Sophocles’ Creon as an Experienced Market Coordinator, Part I
Last weekend the Financial Times published an article by Ruchir Sharma, titled “What went wrong with capitalism”. Sharma is an analyst whom I highly respect, and in his book The Rise and Fall of Nations, he demonstrates an ability to deduct causes of...
Geopolitics & the Day After
To begin this week's newsletter, we look at a historic shift in the Beijing-Moscow relationship, where Russia's dependence on China has drastically grown. Then, we examine the role that minerals critical for the green transition will have for geopolitics and the fight...
CROSSROADS
At the Intersection of Geopolitics and Geoeconomics May 21, 2024 | Volume 7, Issue 5 | 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 months ahead....
