Publications
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: 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 […]
By: Rachel Poole | On: August 5, 2020 |
Crossroads: At the intersection of geopolitics and geoeconomics
Here is a summary of the most important events that unfolded this month, and which may affect economic, financial and geopolitical issues in the months ahead: North America Over the […]
By: John E. Charalambakis | On: August 4, 2020 |
If FAANG is the Answer, then what are the Questions?
Sometimes I feel that I have no answers, and as a teacher my role is to question my students’ answers. When unrestricted growth and concentrated power is amassed at the […]
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. […]