Fundamentals of Commodities and Their Trajectories
Below is a summary of last month’s commentaries from BlackSummit’s sister company, Fundamental Analytics. The following describes the highlights of those commentaries, which showcase the factors affecting the energy, agricultural, and other commodities that...Market Rhymes, Geopolitical Reality, Importing 19th Century Russian Populism, and the Irreversibility of a Reverse Categorical Imperative: Investment Options, Part III
Several questions are surfacing following the weekend’s geopolitical developments. Here are a few of them: Has the paradigm of the Middle East conflict been shifted, and if yes, can it be contained? Is the era of disproportional responses upon us?Are we going...The Irreversibility of a Faux Reality: Illusions, Spectacles, and Geopolitical Challenges to Portfolios’ Alpha and Beta, Part II
In our previous commentary, we discussed reality as the trajectory of three parallel lines (markets, geopolitics, and Karl Barth’s writings on creation) that eventually intersect. Since then, the market reality met the geopolitical reality in at least two cases: the...Fundamentals of Commodities and Their Trajectories
Below is a summary of last month’s commentaries from BlackSummit’s sister company, Fundamental Analytics. The following describes the highlights of those commentaries, which showcase the factors affecting the energy, agricultural, and other commodities that...The Irreversibility of the Unknown Reality: The Markets, Karl Barth, and Nuclear Statecraft, Part I
In this series, we will seek to discuss Reality as the trajectory of three parallel lines that eventually intersect: Market dynamics, geopolitics, and Karl Barth’s writings on creation. In his recent book The Rigor of Angels: Borges, Heisenberg, Kant, and the Ultimate...Sign Up for Our Publications
