Publications

By: Rachel Poole | On: November 25, 2020 |

Covid-19 and the Day After

As Covid-19 cases are rising and many countries experience record heart-breaking numbers of new infections, hospitalizations and deaths, and while we are awaiting the production and distribution of vaccines, we […]

By: John E. Charalambakis | On: November 24, 2020 |

Discussing the Trajectory of the Dollar at Villa Diodati

Why Villa Diodati? Two famous manuscripts were drafted there: The Modern Promethus (a.k.a. Frankenstein) by Mary Shelley, and The Vampyre by Lord Byron and Polidori.  After all, the villa is […]

By: Rachel Poole | On: November 21, 2020 |

Weekly Market Update

Global Market Update Global equities make slight gainsGlobal equities were slightly up this week, despite the fact that Dow Jones and S&P 500 closed down 0.73% and 0.68% respectively on […]

By: Rachel Poole | On: November 19, 2020 |

Covid-19, US Elections, and the Day After

As Covid-19 cases are rising and many countries experience record heart-breaking numbers of new infections, hospitalizations and deaths, and while we are awaiting the production and distribution of vaccines, we […]

By: The BlackSummit Team | On: November 17, 2020 |

Price Is What You Pay. Value Is What You Get.

“An investor who does not do research is like a poker player who does not look at the cards.” – Peter Lynch McCaw Cellular Communications was founded in the mid-1960s […]

By: Rachel Poole | On: November 14, 2020 |

Weekly Market Update

Global Market News Global equities make gainsGlobal equities made gains this week after promising vaccine news hit the press. The S&P 500 rose more than 2% over the week and […]

By: Rachel Poole | On: November 12, 2020 |

Covid-19, US Elections, and the Day After

At a time when conflicting voices are raised as to when full recovery will arrive, we are pleased to present below a summary of four articles with unique insights that […]

By: John E. Charalambakis | On: November 10, 2020 |

The Corvus, the Hyperborean Land, and de Chirico: Post-Election Assessment, the Investment Landscape, and Post-Pandemic Expectations

How do you convert a significant disadvantage into a major advantage, especially in the battlefield? How do you find the road to the Gorgons in order to kill the Medusa […]

By: Rachel Poole | On: November 7, 2020 |

Weekly Market Update

Global Market News Global equities continue their fall Despite not having a final election result, volatility dropped this week and global equities made substantial gains. The Cboe Volatility Index (VIX) […]

By: Rachel Poole | On: November 5, 2020 |

Covid-19, US Elections, and the Day After

A New Era of Slow Growth, Low Inflation and High Debt The Economist Intelligence UnitRead the full article here The extraordinary fiscal measures unveiled in the wake of the coronavirus […]

By: Rachel Poole | On: November 2, 2020 |

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 weeks […]