Publications

By: Rachel Poole | On: January 7, 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 5, 2021 |

Assessing the Outlook of 2021: Part II

“I am not what I am”, Iago proclaimed in Shakespeare’s Othello, and I am also thinking of similar lines proclaimed by Arthur Dimmesdale in Scarlet Letter, Jay Gatsby in The […]

By: Rachel Poole | On: January 4, 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 After months […]

By: Rachel Poole | On: December 30, 2020 |

Covid-19 and the Day After

Here is our take on the articles summarized below: The coronavirus pandemic has dramatically shifted the trajectory of the global economy, highlighting several trends that were already present before the pandemic […]

By: John E. Charalambakis | On: December 29, 2020 |

Geoeconomic and Geopolitical Options in the Day After: A Conversation with Eugene Delacroix, Charlemagne, and Paul Moritz Warburg

The end-of-the-year special flight has been a highlight for me for the last eight years since it’s not only a learning and entertaining experience, but also has served as an […]

By: Rachel Poole | On: December 23, 2020 |

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: The BlackSummit Team | On: December 22, 2020 |

What Does the Market Expect for Dividends?

“We have made very little progress in life by trying to outguess these macroeconomic factors. We basically have abdicated. We’re just swimming all the time, and we let the tide […]

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

Weekly Market Update

Happy Holidays from the BlackSummit team!Due to Christmas and the New Year, the Weekly Market Update will not be published on December 26th or January 2nd. Global Market News Global […]

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

Covid-19 and the Day After

Here is our take on the articles summarized below: While stock markets have seen an incredible recovery since the crash at the outset of the Covid-19 pandemic, other crucial building blocks […]

By: John E. Charalambakis | On: December 15, 2020 |

Assessing the Prospects of 2021: Part I

Is our desire to assess and “predict” the future a reflection of what is known for thousands of years now as being “partakers of the divine nature”?  I started my […]

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

Weekly Market Update

Global Market News Global equities fall on the weekAfter entering record-high territory last week, global equities fell this week as global Covid-19 cases continued to rise sharply. The yield on […]