Publications
By: Rachel Poole | On: February 17, 2022 |
Crossroads: At the Intersection of Geopolitics and Geoeconomics
Here is a summary of the most important events that unfolded over the last month, and which may affect economic, financial and geopolitical issues in the months ahead: North America […]
By: Rachel Poole | On: February 17, 2022 |
Weekly Market Update
Global Market News Global equities tumble Global equities tumbled this week as inflation continues its rise. The S&P 500 and Dow Jones closed the week down 1.82% and 1.00% respectively, […]
By: The BlackSummit Team | On: February 8, 2022 |
The Wooden Nickel
1. Terry Smith and Quality Terry Smith is known as “Britain’s Buffett” (Figure 1 shows why the moniker exists) and his annual letter is always an illuminating read. This year’s letter is […]
By: Rachel Poole | On: February 4, 2022 |
Geopolitical Challenges and Statecraft
“You are certain to not to be disappointed by The Canon of the Markets. In the surabondant commentariat on the markets, John Charalambakis’ contribution is unique: he puts together something […]
By: John E. Charalambakis | On: February 1, 2022 |
Put(in)s and Calls and Getting Ambushed by the Future: A Machiavellian Win-Win Strategy in the Midst of Market and Geopolitical Turmoil
In two of our January commentaries, we discussed some fundamental reasons that make us skeptical of a continuous market upswing, as well as some reasons that make us consider a continuous selloff as […]
By: Rachel Poole | On: January 31, 2022 |
Weekly Market Update
Global Market News Global equities decline as volatility rises Global equities recovered some losses in what was a volatile week for markets. The S&P 500 and Dow Jones closed the […]
By: Rachel Poole | On: January 27, 2022 |
The Day After & the Era of Transformation
“Erudite, sharply focused and fun to read, The Canon of the Markets, a compendium of many of Dr. Charalambakis’ finest commentaries, should be required reading for all investors who feel overwhelmed […]
By: John E. Charalambakis | On: January 25, 2022 |
Market Gyrations: Underlying Causes and Spillover Effects
Yesterday’s market moves could be well-characterized by one word: Wild. By early afternoon, all major indexes were approaching correction territory, trending down more than 10% from their recent highs. At […]
By: Rachel Poole | On: January 25, 2022 |
Weekly Market Update
Global Market News Global equities decline for third straight week Global equities have had a rough start to the year as markets were down for a third week in a […]
By: Rachel Poole | On: January 20, 2022 |
Geopolitical Challenges & Statecraft
Tensions between Russia and the West have reached new heights. While it is no mystery that Moscow desires to reassert itself in the world order and return to bipolar spheres […]
By: John E. Charalambakis | On: February 14, 2022 |
Canceling the Noise; Not by Bread Alone
Introduction: Given the market volatility, we will start posting, on an ad hoc basis, a very short commentary whose purpose would be twofold: First, to cancel out the loud noises in […]