Publications
By: Rachel Poole | On: February 4, 2021 |
Geopolitical Challenges and Statecraft
The articles we have summarized this week explore the ties between the US and China and Russia, which are arguably the most complicated and tense relationships newly elected President Joe […]
By: Joel Charalambakis | On: February 3, 2021 |
It’s the Capital Allocation, Stupid
A student asked me for investing book recommendations a couple of weeks ago. There were several that I mentioned but the one I heavily emphasized is a book called The […]
By: Rachel Poole | On: February 1, 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 Newly elected […]
By: Rachel Poole | On: January 28, 2021 |
Covid-19 and the Day After
Here is our take on the articles summarized below: Central banks around the world have pumped trillions of dollars of liquidity into markets in order to ensure some kind of […]
By: Rachel Poole | On: January 21, 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 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 […]
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: John E. Charalambakis | On: January 26, 2021 |
Portfolio Construction in an Era of Transformation: When Sophocles Met the Inescapable Smash of Ineluctable Forces, Part I
Whether we look north or south, east or west, we discover powerful forces that crown this era of metamorphosis and change. With this and the forthcoming commentary on Feb. 9, […]