Publications
By: Tyler Thompson | On: September 5, 2020 |
Weekly Market Update
September 4, 2020 Global Market News Global equities dropThis week, global equities fell as US mega-cap technology stocks came under selling pressure. The yield on the US 10-year Treasury note remained […]
By: Rachel Poole | On: September 4, 2020 |
Covid-19 and the Day After
U.S. Election Priced as Worst Event Risk in VIX Futures History Michael P. Regan, BloombergRead the full article here Election season has traditionally been a source of volatility in the markets, […]
By: Rachel Poole | On: September 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 This month […]
By: Rachel Poole | On: August 29, 2020 |
Weekly Market Update
Global Market News Global equities hit record highs This week, global equities rose to new highs. The S&P 500 Index is near to the end of its best-performing month of […]
By: Rachel Poole | On: August 27, 2020 |
Covid-19 and the Day After
Time for Action on America’s Darwinian Debt Struggle Robin Wigglesworth, Financial Times Read the full article here Since March, the Fed has unleashed a dizzying display of relief measures aimed at […]
By: The BlackSummit Team | On: August 25, 2020 |
Invert, Always Invert
“All I want to know is where I’m going to die so I’ll never go there.” – Charlie Munger The role of aviation reached a new level in World […]
By: Rachel Poole | On: August 22, 2020 |
Weekly Market Update
Global Market News Global rise despite Fed’s warnings Global equities rose slightly from last week even amid comments from the Federal Reserve that Covid-19 will continue to weigh heavily on […]
By: Rachel Poole | On: August 21, 2020 |
Covid-19 and the Day After
“We Will Never Again See the World That We Left Behind One Month Ago” Stéphane Audoin Rouzeau, Scowcroft Institute of International Affairs Read the full article here Both the Great War […]
By: Joel Charalambakis | On: August 18, 2020 |
Value and Renewal
“My own thinking has changed drastically from 35 years ago when I was taught to favor tangible assets and to shun businesses whose value depended largely upon economic Goodwill. This […]
By: Rachel Poole | On: August 15, 2020 |
Weekly Market Update
Global Market News Global equities inch forward Global equities made slight gains this week. The S&P 500 fell just shy of nearing record territory, shrugging off US-China tensions and Congress’ […]
By: John E. Charalambakis | On: September 9, 2020 |
Market Melt-up and the Fed’s Magic Flute in the Courtyard of Aristophanes
The most recent Fed’s decision to turn policy on its head and pursue higher inflation targets for the sake of stimulating the economy, reminds us of a grand strategy without […]