Publications

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: Rachel Poole | On: August 13, 2020 |

Covid-19 and the Day After

3 Potential 2020 Election Outcomes — and What They Could Mean for Investors Lisa Beilfuss, Barron’sRead the full article here Currently, voter polls are predicting that former Vice President Joe […]

By: John E. Charalambakis | On: August 11, 2020 |

Reviewing Economic Developments: Getting Away from Colchis with the Golden Fleece

During the month of July, economic momentum lost ground, as portrayed by the Consumer Sentiment Index shown below. Data related to employment, spending, and mobility also reflected the slow down. […]

By: Rachel Poole | On: August 9, 2020 |

Weekly Market Update

Global Market News Global equities make gains – Global equities made gains this week. The Nasdaq Index hit a new record this week, surpassing 11,000. The yield on the 10-year […]

By: Rachel Poole | On: August 7, 2020 |

Covid-19 and the Day After

The Covid-19 Pandemic is Forcing a Rethink in Macroeconomics The EconomistRead the full article here The Covid-19 pandemic may be ushering in a new era of macroeconomics. Supply chains and production […]