Preparing for 2023: Will it be Atë’s Chaos or an Orderly (Dis)Equilibrium that seeks its Metis and the Logos?
Over the course of 25+ years, we came to believe that inflation was dead, there was no alternative to stocks, interest rates will stay low forever, tech companies’ stocks will shield our portfolios from downturns, and that the big daddy, a.k.a. the Fed, will take care...
Productive Thinking
I will admit, I have probably devoted too much of my free time in the past three weeks to following the slow-moving train wreck of Elon Musk’s Twitter takeover. For those of you with better taste in your news consumption, fear not – this commentary is not about...
Weekly Market Update
Global Market News Global Equities Stumble Global equities were slightly down on the week. The S&P 500 and Dow Jones declined 0.69% and 0.01% respectively, while the Nasdaq dropped 1.57%. The yield on the US 10-year Treasury was barely up on the week, closing at...
Geopolitics & the Day After
November 17, 2022 The world is facing a myriad of interconnected challenges, or "megathreats", that threaten to topple global stability. Geopolitical conflict is exposing and exacerbating the weaknesses in both domestic and global economies, which as a result has...
CROSSROADS
At the Intersection of Geopolitics and Geoeconomics November 16, 2022 | Volume 5, Issue 11 | Rachel Poole Mustor North America US President Joe Biden and Chinese President Xi Jinping met in Bali for their first in-person meeting of Biden’s presidency. During the...
The Wooden Nickel
The BlackSummit Team The Wooden Nickel is a collection of roughly a handful of recent topics that have caught our attention. Here, you’ll find current, open-ended thoughts. We wish to use this piece as a way to think out loud in public rather than make...
Weekly Market Update
Rachel Poole Mustor | November 5, 2022 Global Market News Global equities suffer lossesGlobal equities were down on the week as market turmoil continues. The S&P 500 and Dow Jones declined 3.35% and 1.40% respectively, while the Nasdaq dropped 5.65%. The yield on...
Canceling the Noise; Not by Bread Alone: Part XVI
Wednesday evening, I was reading an editorial praising Chairman’s Powell performance following the Fed’s decision to raise rates by another 75 bps. “One for the hawks, one for the doves,” it said. Marvelous I pronounced! Having one foot in one boat and the other in...
Geopolitics & the Day After
This week, we are covering a wide range of topics including markets, great power conflict, digital currencies, and Iran's protests. First, we look at the wide range of answers from professional investors to the question "where are markets headed?". Second, we continue...
The Fifth Voyage of Gulliver: The Vortex of Instability
John E. Charalambakis Jonathan Swift’s marvelous work of Gulliver’s Travels is full of subliminal messages regarding geopolitics, statecraft, rationality/irrationality, and intrigues where trivial issues promoted by fanatical incompetent idiotic characters become the...
