Publications
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: The BlackSummit Team | On: June 24, 2022 |
The Day After & the Era of Transformation
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 […]
By: John E. Charalambakis | On: June 21, 2022 |
Uncertainty in the Garden of Nemesis: Markets, Archimedes’ Circles, and Hegelian Opera
The year was 212 BCE. Archimedes was contemplating, and as he turned over his shoulder, he saw a legionnaire Roman ready to end his life. “Do not disturb my circles,” he shouted. […]
By: Rachel Poole | On: June 21, 2022 |
Weekly Market Update
Global Market News Global equities drop furtherMarkets had their worst week since the beginning of the pandemic, dropping as inflation fears persist. The S&P 500 and Dow Jones closed the […]
By: Rachel Poole | On: June 17, 2022 |
Crossroads
At the Intersection of Geopolitics and Geoeconomics June 17, 2022 | Volume 5, Issue 6| Rachel Poole Here is a summary of the most important events that unfolded over the […]
By: John E. Charalambakis | On: June 14, 2022 |
Canceling the Noise; Not by Bread Alone Part XI
First a quick reminder about statistical errors: Type I error implies the rejection of a hypothesis that is true. Example: Nowadays, Google is a cheap stock. If the hypothesis is […]
By: The BlackSummit Team | On: June 10, 2022 |
Geopolitical Challenges and Statecraft
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 […]
By: John E. Charalambakis | On: June 7, 2022 |
When the Streams and Rivers of History Meet the Ocean of Changes: Market Reflections
With little doubt, we are at a historical inflection point from a geopolitical and geoeconomic perspective. The influence of Russia is shrinking (especially in the energy sector), Erdogan in Turkey […]
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 […]