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....
Weekly Market Update
Global Equities Gain Global equities made gains again this week as reports of a mild slowdown in US inflation was reported. The S&P 500 rose 1.54% while the Dow Jones surpassed the 40,000 mark for the first time, rising 1.24% on the week. Likewise, the Nasdaq...
Carbon Market News Round-Up
Welcome to 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 previous issues, along with the rest of our commentaries, may be read here....
Geopolitics & the Day After
To begin this week's newsletter, we look at the economic prospects of the US and Europe, highlighting that they seem to be going in opposite directions as well as the potential for new technologies to change this dynamic. Then, we examine the return of stock buybacks...
Revisiting the Novus Ordo Seclorum: Valuations and Rivalries
John E. Charalambakis In 1774, the Continental Congress was convened to inaugurate what is known as a novus ordo seclorum (new order of the ages). Two years later, the Declaration of Independence will start the greatest experiment in liberty and rights that has ever...
Weekly Market Update
The BlackSummit Team Global Equities Gain Global equities made gains this week. The S&P 500 rose 1.85% while the Dow Jones and Nasdaq increased 2.16% and 1.14%, respectively. The US 10-year Treasury note held steady at 4.50% while the price of a barrel of West...
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...
