Publications
By: Rachel Poole | On: December 10, 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 8, 2020 |
SPACs: Sponsor Revolution or PIPE Dream
“Corporations get the shareholders they deserve.” – Warren Buffett With valuations at cycle highs there is no shortage of analogies to compare the market today to its past peaks. […]
By: Rachel Poole | On: December 5, 2020 |
Weekly Market Update
Global Market News Global equities approach record-highsGlobal equities approached record-high territory this week on expectations of a fast rollout of several Covid-19 vaccines and the hopes that more fiscal stimulus […]
By: Rachel Poole | On: December 4, 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 Former vice […]
By: Rachel Poole | On: December 3, 2020 |
Covid-19 and the Day After
Starting next week, we will begin alternating our Covid-19 and the Day After publication with a new commentary summarizing articles that highlight the critical geopolitical trends impacting our lives and […]
By: Rachel Poole | On: November 25, 2020 |
Covid-19 and the Day After
As Covid-19 cases are rising and many countries experience record heart-breaking numbers of new infections, hospitalizations and deaths, and while we are awaiting the production and distribution of vaccines, we […]
By: John E. Charalambakis | On: November 24, 2020 |
Discussing the Trajectory of the Dollar at Villa Diodati
Why Villa Diodati? Two famous manuscripts were drafted there: The Modern Promethus (a.k.a. Frankenstein) by Mary Shelley, and The Vampyre by Lord Byron and Polidori. After all, the villa is […]
By: Rachel Poole | On: November 21, 2020 |
Weekly Market Update
Global Market Update Global equities make slight gainsGlobal equities were slightly up this week, despite the fact that Dow Jones and S&P 500 closed down 0.73% and 0.68% respectively on […]
By: Rachel Poole | On: November 19, 2020 |
Covid-19, US Elections, and the Day After
As Covid-19 cases are rising and many countries experience record heart-breaking numbers of new infections, hospitalizations and deaths, and while we are awaiting the production and distribution of vaccines, we […]
By: The BlackSummit Team | On: November 17, 2020 |
Price Is What You Pay. Value Is What You Get.
“An investor who does not do research is like a poker player who does not look at the cards.” – Peter Lynch McCaw Cellular Communications was founded in the mid-1960s […]
By: John E. Charalambakis | On: December 2, 2020 |
Portfolio Anchoring & Capital Allocation at the Dawn of Power Shifts
Can we truly live and invest heroically? Can we truly stare into the abyss of pain, despair, and disaster and somehow draw strength from those encounters? Could we contemplate on […]