by John E. Charalambakis | Apr 25, 2022 | Commentaries, Uncategorized
There are four issues that we would like to address in the current edition of this special series that we started on February 14th. Where should we park cash to offset the market’s downturn and the inflationary pressures?Could bonds be the answer? How about TIPS...
by Rachel Poole | Apr 25, 2022 | Uncategorized, Weekly Market Update
Global Market News Global equities decline Global equities tumbled this week. The S&P 500 and Dow Jones closed the week down 2.75% and 1.86% respectively, while the Nasdaq fell 3.83%. The yield on the US 10-year Treasury note ticked up several basis points to...
by The BlackSummit Team | Apr 25, 2022 | Uncategorized
For this week’s geopolitical look, we begin with a discussion of the self-destructive nature of Putin’s war in Ukraine. From there, we examine how CIA Director Bill Burns has distinguished himself and his organization during the Ukrainian conflict through masterful...
by The BlackSummit Team | Apr 20, 2022 | 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 make formal proclamations or projections....
by John E. Charalambakis | Apr 18, 2022 | Commentaries, Uncategorized
In the current edition of this commentary, we would like to focus on three evolving headwinds that sustain our skepticism about economic and market trajectories, namely: Trade flows, developing countries’ potential defaults, and Russia’s intentional moves to...
by Rachel Poole | Apr 13, 2022 | Crossroads, Uncategorized
At the Intersection of Geopolitics and Geoeconomics April 13, 2022 | Volume 5, Issue 4| Rachel Poole 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...