Publications

By: Rachel Poole | On: October 31, 2020 |

Weekly Market Update

Global Market News Global equities continue their fall Global equities fell on the week as Covid-19 cases surged in the US and Europe. The yield on the 10-year US Treasury […]

By: Rachel Poole | On: October 29, 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 three articles and one podcast with […]

By: John E. Charalambakis | On: October 27, 2020 |

Waiting for Godot at the Foothill of History: The Market and the Wilderness of Mirrors

Vladimir and Estragon are still waiting for Mr. Godot as the curtain falls in one of the greatest plays written by Samuel Beckett. Who is really Mr. Godot and why […]

By: Rachel Poole | On: October 24, 2020 |

Weekly Market Update

Global Market News Global equities declined on the weekGlobal equities took a tumble this week as Covid-19 cases surged across the US and Europe. The yield on the US 10-year […]

By: Rachel Poole | On: October 22, 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: The BlackSummit Team | On: October 20, 2020 |

Necessary but Insufficient: Monetary Boogeymen and Valuations

Over 200 years after the fall of Genghis Khan his empire was in tatters, split up among warring factions divided by tribalism and nominally ruled by outsiders in China and […]

By: Rachel Poole | On: October 17, 2020 |

Weekly Market Update

Global Market News Global equities little changed on the weekGlobal equities were little changed on the week after we saw several days of losses following a positive week last week. […]

By: Rachel Poole | On: October 15, 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: October 13, 2020 |

TIGER and False Prophets: Economic Recovery (diachronic vs. synchronic in Herodotus’s tradition) at the Dawn of 2021

The Great Wall of Steroids (a.k.a. China), in their propaganda war to subjugate other countries into their own illiberal image (see our posting of April 14th), wants us to believe […]

By: Rachel Poole | On: October 8, 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: October 6, 2020 |

Fertilizers in the Market’s Vineyard: From Delos to Athens and the Skepticism of Montaigne

It has become common belief and even market strategy the dogma “don’t fight the Fed”. Once the Fed decided to follow an expansionary accommodative policy (at the onset of the […]