By: The BlackSummit Team | On: February 24, 2022 |
“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: February 22, 2022 |
Given yesterday afternoon’s Ukrainian developments, we thought to start with the conclusion of today’s commentary: Carl von Clausewitz addressed the issue of limited and absolute war in On War. The […]
By: Rachel Poole | On: February 21, 2022 |
Global Market News Global equities tumble Global equities lost more ground this week as fears of a Russian invasion of Ukraine mount. The S&P 500 and Dow Jones closed the […]
By: Rachel Poole | On: February 17, 2022 |
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 |
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: John E. Charalambakis | On: February 14, 2022 |
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 […]
By: The BlackSummit Team | On: February 8, 2022 |
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 |
“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 |
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 |
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: John E. Charalambakis | On: February 25, 2022 |
Canceling the Noise
In an effort to understand the delusional madness that has been on display since yesterday, and continuing the series that we started last week, allow us to share with you […]