Phenomenology and the Attempts for a Market Emulation: Reflections from Descartes & Hegel
“There’s a retired businessman named Red Cast down from heaven and he’s out of his head He feeds off of everyone that he can touch He said he only deals in cash or sells tickets to a plane crash He’s not somebody that you play around with much”...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 factors affecting the energy and agricultural commodities that power and feed the world. Crude Oil Takes the Spotlight in September...Market Reality, Historical Transitions, & Portfolio Rebalancing
There are two distinct but inseparable parts in today’s commentary: First, we discuss epochs of transition and relate those transitions to the developments we are witnessing nowadays. Second, we ask the question of if growth and value could interchange weights as the...Weekly Market Update
Global Market News Global equities decline Global equities extended losses this week. The Dow Jones declined 1.34%, while the S&P 500 fell 0.74%. On the other hand, the Nasdaq was barely positive on the week, rising 0.06%. The US 10-year Treasury yield continued...Geopolitics & the Day After
As we approach the fourth quarter, we begin this week’s newsletter by looking at the global economic outlook and assessing the current year’s emerging winners and losers in economic growth. Next, we assess the West’s relationship with India amidst...Sign Up for Our Publications
