Weekly Market Update
Happy Holidays from the BlackSummit team!Due to Christmas and the New Year, the Weekly Market Update will not be published on December 26th or January 2nd. Global Market News Global equities reach record levelsGlobal equities reached record levels this week as...
Covid-19 and the Day After
Here is our take on the articles summarized below: While stock markets have seen an incredible recovery since the crash at the outset of the Covid-19 pandemic, other crucial building blocks of the global financial system have suffered in the background. Hopes are high...
Assessing the Prospects of 2021: Part I
Is our desire to assess and “predict” the future a reflection of what is known for thousands of years now as being “partakers of the divine nature”? I started my weekend reading on that subject by reviewing writings by Gregory of Nyssa, John Wesley, and Karl...
Weekly Market Update
Global Market News Global equities fall on the weekAfter entering record-high territory last week, global equities fell this week as global Covid-19 cases continued to rise sharply. The yield on the 10-year US Treasury note dropped to 0.89% from 0.96% last week while...
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 power may be shifting. The act of rebalancing the...
SPACs: Sponsor Revolution or PIPE Dream
“Corporations get the shareholders they deserve.”...
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 is on its way soon. The yield on the US 10-year...
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 president Joe Biden has been declared the winner of the US presidential election....
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 portfolios. We hope you will enjoy it! As Covid-19 cases are...
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 the fragility and uncertainty of our lives and portfolios and summon the will to...
