Publications
By: Rachel Poole | On: January 16, 2021 |
Weekly Market Update
Global Market News Global equities down on the weekGlobal equities were down on the week despite President-Elect Joe Biden’s proposal of another Covid-19 relief package. The yield on the US […]
By: Rachel Poole | On: January 14, 2021 |
Covid-19 and the Day After
Here is our take on the articles summarized below: While central bank policies and speculation have propelled markets to new highs in 2020, the global economy remains in a deep recession. […]
By: The BlackSummit Team | On: January 12, 2021 |
Taxes, Royalties, and Idea Generation
“The best business is a royalty on the growth of others, requiring little capital itself.” – Warren Buffett “Simplicity is the ultimate sophistication.” – Leonardo da Vinci Leverage does wonders […]
By: Rachel Poole | On: January 9, 2021 |
Weekly Market Update
Global Market News Global equities continue their riseOverlooking the chaotic events in Washington D.C. this week, global equities made gains. The yield on the 10-year US Treasury note rose above […]
By: Rachel Poole | On: January 7, 2021 |
Geopolitical Challenges and Statecraft
The world may be reaching another inflection point in the next few years. Instability (political, economic, social, financial) and upheaval may be reaching alarming levels. Consequently, the global balance of […]
By: John E. Charalambakis | On: January 5, 2021 |
Assessing the Outlook of 2021: Part II
“I am not what I am”, Iago proclaimed in Shakespeare’s Othello, and I am also thinking of similar lines proclaimed by Arthur Dimmesdale in Scarlet Letter, Jay Gatsby in The […]
By: Rachel Poole | On: January 4, 2021 |
Crossroads: At the Intersection of Geopolitics and Geoeconomics
Here is a summary of the most important events that unfolded last month, and which may affect economic, financial and geopolitical issues in the months ahead: North America After months […]
By: Rachel Poole | On: December 30, 2020 |
Covid-19 and the Day After
Here is our take on the articles summarized below: The coronavirus pandemic has dramatically shifted the trajectory of the global economy, highlighting several trends that were already present before the pandemic […]
By: John E. Charalambakis | On: December 29, 2020 |
Geoeconomic and Geopolitical Options in the Day After: A Conversation with Eugene Delacroix, Charlemagne, and Paul Moritz Warburg
The end-of-the-year special flight has been a highlight for me for the last eight years since it’s not only a learning and entertaining experience, but also has served as an […]
By: Rachel Poole | On: December 23, 2020 |
Geopolitical Challenges and Statecraft
The world may be reaching another inflection point in the next few years. Instability (political, economic, social, financial) and upheaval may be reaching alarming levels. Consequently, the global balance of […]
By: John E. Charalambakis | On: January 19, 2021 |
Productivity Trajectory and the Chinese Question: Portfolios and the Impact of the Incoming Administration’s Stimuli Packages
Last Thursday (January 14th), the team of the President-Elect proposed a new stimulus package close to $2 trillion. Within a few minutes, the markets reversed gains and ended the day […]