Publications

By: The BlackSummit Team | On: October 20, 2020 |

Necessary but Insufficient: Monetary Boogeymen and Valuations

Over 200 years after the fall of Genghis Khan his empire was in tatters, split up among warring factions divided by tribalism and nominally ruled by outsiders in China and […]

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

Weekly Market Update

Global Market News Global equities little changed on the weekGlobal equities were little changed on the week after we saw several days of losses following a positive week last week. […]

By: Rachel Poole | On: October 15, 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: October 13, 2020 |

TIGER and False Prophets: Economic Recovery (diachronic vs. synchronic in Herodotus’s tradition) at the Dawn of 2021

The Great Wall of Steroids (a.k.a. China), in their propaganda war to subjugate other countries into their own illiberal image (see our posting of April 14th), wants us to believe […]

By: Rachel Poole | On: October 8, 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: October 6, 2020 |

Fertilizers in the Market’s Vineyard: From Delos to Athens and the Skepticism of Montaigne

It has become common belief and even market strategy the dogma “don’t fight the Fed”. Once the Fed decided to follow an expansionary accommodative policy (at the onset of the […]

By: Rachel Poole | On: October 3, 2020 |

Weekly Market Update

Global Market News Global equities make gainsGlobal equities made some gains this week after multiple weeks of decline. Markets rallied strongly early in the week but lost ground on Friday […]

By: Rachel Poole | On: October 2, 2020 |

Crossroads: At the Intersection of Geopolitics and Geoeconomics

Here is a summary of the most important events that took place last month, and as they are unfolding may affect economic, financial and geopolitical issues in the months ahead:  […]

By: Rachel Poole | On: October 1, 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: Joel Charalambakis | On: September 29, 2020 |

Where Corporate Profits Come From: Deficits and COVID-19

There are a number of variables, factors, and principles that overlap between both Microeconomics and Macroeconomics: interest rates, wages, investment, taxation, among many others. Millions of students around the world […]

By: Rachel Poole | On: September 26, 2020 |

Weekly Market Update

Global Market News Global equities fall as volatility edges upGlobal equities were down again this week. The S&P 500 recorded its fourth consecutive week of losses. The yield on the […]