Publications
By: Rachel Poole | On: March 10, 2022 |
The Day After & the Era of Transformation
Introduction: As we continue our analysis of the Russia-Ukraine conflict this week, we re-emphasize the war’s implications for food, energy, trade, and national security. As the West continues to respond, we […]
By: John E. Charalambakis | On: March 7, 2022 |
From Augustine and Machiavelli to Hobbes and Putin’s Ukrainian War:Market Regime and the New Balance of Power
Remirro de Orco was made the governor of Romagna by Cesare Borgia for one purpose: to silence rebellious voices and pacify an insurgency. Romero failed, and his body was found […]
By: Rachel Poole | On: March 5, 2022 |
Weekly Market Update
Global Market News Global equities continue to fallGlobal equities continued to fall this week as the Russian invasion of Ukraine intensified. The S&P 500 and Dow Jones closed the week […]
By: John E. Charalambakis | On: March 4, 2022 |
Canceling the Noise; Not by Bread Alone – Part III
What can we conclude from a week marked by a delusional war and high volatility, and what should we be preparing for? The first graph below portrays the YTD market […]
By: Rachel Poole | On: March 3, 2022 |
Geopolitical Challenges and Statecraft
The balance of world affairs has changed dramatically since the morning of February 24th, when Vladimir Putin launched his invasion of Ukraine. Much of the globe has coalesced against Moscow, […]
By: John E. Charalambakis | On: March 2, 2022 |
A Discussion about Crimea and Russia in St. Petersburg: The Eagles’ Echoes
We thought to share with you a piece that we had posted in 2014, almost 8 years ago. We believe It is pretty relevant for the current circumstances. March 20, […]
By: The BlackSummit Team | On: March 1, 2022 |
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 […]
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 […]
By: The BlackSummit Team | On: February 24, 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: February 22, 2022 |
When the Arcs of Complexity and Idiocy Merge: Market Echoes at the Juncture Point Where Milton and Verdi Met Putin
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: John E. Charalambakis | On: March 11, 2022 |
Canceling the Noise, Not by Bread Alone: Part IV
In this edition of our series, we are focusing on two fundamental questions: Is the market stabilizing given the new reality of growth and inflation? Why has Putin’s delusional madness […]