Publications
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: Rachel Poole | On: November 14, 2020 |
Weekly Market Update
Global Market News Global equities make gainsGlobal equities made gains this week after promising vaccine news hit the press. The S&P 500 rose more than 2% over the week and […]
By: Rachel Poole | On: November 12, 2020 |
Covid-19, US Elections, and the Day After
At a time when conflicting voices are raised as to when full recovery will arrive, we are pleased to present below a summary of four articles with unique insights that […]
By: John E. Charalambakis | On: November 10, 2020 |
The Corvus, the Hyperborean Land, and de Chirico: Post-Election Assessment, the Investment Landscape, and Post-Pandemic Expectations
How do you convert a significant disadvantage into a major advantage, especially in the battlefield? How do you find the road to the Gorgons in order to kill the Medusa […]
By: Rachel Poole | On: November 7, 2020 |
Weekly Market Update
Global Market News Global equities continue their fall Despite not having a final election result, volatility dropped this week and global equities made substantial gains. The Cboe Volatility Index (VIX) […]
By: Rachel Poole | On: November 5, 2020 |
Covid-19, US Elections, and the Day After
A New Era of Slow Growth, Low Inflation and High Debt The Economist Intelligence UnitRead the full article here The extraordinary fiscal measures unveiled in the wake of the coronavirus […]
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 […]