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Rising Uncertainties and Portfolios: How Do We Invest in an Environment of Linguistic Relativism?

by John E. Charalambakis | Jan 7, 2025 | Commentaries

A year before the dawn of the new millennium – during the internet fever – Warren Buffett said at an investors conference that “the inescapable fact is that the value of an asset, whatever its character, cannot over the long term grow faster than its...

Oh, That Mistress of Narcissistic Power: A Conversation Among Blaise Pascal, Sojourner Truth, Phocion, and John Steinbeck

by John E. Charalambakis | Dec 28, 2024 | Commentaries

The invitation for this end-of-year trip came in early December in a unique envelope. It was sent by Isabella Baumfree, a.k.a. Sojourner Truth. While not revealing the other co-passengers, it described the subject: The pursuit of narcissistic power and the potential...

From Homer and the Tragedians to Virgil and the Market Outlook (2025 and beyond)

by John E. Charalambakis | Dec 3, 2024 | Commentaries

In the first part of our assessment for 2025, our emphasis was ontroubling spots that could generate turmoil in the markets (such as oligopolistic and oligarchic structures that cancel market forces, inflationary built-in structures, unrestrained/unfounded optimism,...

Mystery Over Troubled Waters: Contemplating the Market Outlook Within Oligarchic Trajectories in 2025 (and beyond)

by John E. Charalambakis | Nov 26, 2024 | Commentaries

The US government recently won its case of alleged monopolization against Google. Probably the government’s argument can be better understood as a case of a monopoly within an oligopoly (given that only 3-4 search engines dominate web searches). Should we expect the...

US Elections and a Market Allegory through the Eyes of Homer and Palestrina

by John E. Charalambakis | Nov 4, 2024 | Commentaries

I was about to fill out my ballot at an early voting station last Friday when Homer nudged me: “Do you recall the island of Ismarus?” “Of course, I do”, I replied. It was after leaving Troy. “Didn’t the troops sack the city in Ismarus and take the spoils for...

The Triangles of Failure, the Promise of a Bust: Contemplations of Salviati, Sagredo, and Simplicio

by John E. Charalambakis | Oct 22, 2024 | Commentaries

In 1632, Galileo got permission from the Florentine censors (of the infamous Inquisition era) to publish his findings under the pretense of a hypothesis. The form of the book was a three-way dialogue among Salviati (a disguised Galileo), Sagredo (an open-minded...
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  • Geopolitics and the Day After
    by The BlackSummit Team
    June 25, 2026
  • Managing the Art of Bullishness and Bearishness: When Goethe Dined with Beard
    by John E. Charalambakis
    June 23, 2026
  • Regional Market Watch
    by The BlackSummit Team
    June 22, 2026
  • Geopolitics and the Day After
    by The BlackSummit Team
    June 18, 2026
  • CROSSROADS: Middle East, Asia, Latin America, Sub-Saharan Africa
    by The BlackSummit Team
    June 17, 2026

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