Publications
By: Rachel Poole | On: February 21, 2022 |
Weekly Market Update
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 |
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: 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 […]