by The BlackSummit Team | Jan 12, 2023 | Geopolitics & the Day After, Uncategorized
With this week’s edition of Geopolitics & the Day After, we are assessing today’s trends to inform our understanding of what may come in 2023. While there are certainly risks, there are emerging opportunities that will forever shape the Day After. At...
by The BlackSummit Team | Jan 10, 2023 | Uncategorized, Wooden Nickel
The Wooden Nickel is a collection of roughly a handful of recent topics that have caught our attention. Here you’ll find current, open-ended thoughts. We wish to use this piece as a way to think out loud in public rather than formal proclamations or projections. This...
by The BlackSummit Team | Jan 7, 2023 | Uncategorized, Weekly Market Update
Global Market News Global Equities Rise Global equities rose on the week after encouraging jobs data from the Department of Labor. The S&P 500 and Dow Jones rose 1.81% and 1.49% respectively, while the Nasdaq rose 1.57%. The yield on the US 10-year Treasury...
by The BlackSummit Team | Jan 6, 2023 | Geopolitics & the Day After, Uncategorized
For this week’s look at the forces shaping the world in this new year, we explore the linkages between the multivariate systems of economics and politics. To begin, we explore the so-called “New Cold War” between the US and China, an increasingly...
by John E. Charalambakis | Jan 4, 2023 | Commentaries, Uncategorized
It is possible that last year marked a pivot in the markets’ trajectory that is being shaped by too much debt facilitated mainly by central banks, geopolitical risks, the deflating of paper-asset prices, the collapse of cryptocurrencies, the limited rising of...
by John E. Charalambakis | Dec 31, 2022 | Commentaries, Uncategorized
As I was approaching the gate for my end-of-year flight to Montevideo, I could clearly see ahead of me Matthew Arnold and Canaletto. What I couldn’t see was a painting that Matthew Arnold was showing to Canaletto. As it has been happening for the last ten years in...