Commentaries

By: John E. Charalambakis | On: November 4, 2024 |

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

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”, […]

By: John E. Charalambakis | On: October 22, 2024 |

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

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 […]

By: John E. Charalambakis | On: October 1, 2024 |

The Peripatetic Journey Along and Across the Modern Rubicon: Alea Iacta Est & Market Empiricism

Vienna in the 1920s became the center of logical empiricism, which crowned rational knowledge and scientific discoveries as the primary sources of discovering truths and advancing progress. Just in the […]

By: John E. Charalambakis | On: September 10, 2024 |

Innovations, Valuations, and Epictetus: The Trap of Yearning Beyond Measure

What does the sharp fall over the course of a few days of tech-oriented stocks – as reflected below – represent? The Nasdaq dropped by 5.8% between September 2nd and […]

By: John E. Charalambakis | On: August 5, 2024 |

Running for Cover: Volatile Echoes from Economic, Financial, and Geopolitical Fronts

What a week that was! It seemed that anywhere we turned our sights, signs of volatility were dancing over our heads. The objectives of this commentary are twofold: First, to […]

By: The BlackSummit Team | On: July 30, 2024 |

The Great Green Flood

In the race towards a green energy transition, China has at times been an example to follow, and at other times a potential disruptor. As the world is making sweeping […]

By: John E. Charalambakis | On: July 9, 2024 |

Statecraft and the Dollar’s Trajectory: From the Impulse of Passion to the Paths of Prudence

Power does not guarantee security. Preserving the global order is costly. Restraining the forces that aim at destabilizing the global order is even costlier. The fate of the dollar and […]

By: The BlackSummit Team | On: July 2, 2024 |

Electrifying the Future: The EV Market Landscape

As the global automotive industry accelerates toward a cleaner, more sustainable future, the electric vehicle (EV) market has been significantly elevated and demands exploration. It is a fact that EVs […]

By: John E. Charalambakis | On: June 25, 2024 |

Wonderful Highs and Miserable Lows: Plotinus on European Tremors and Market Dialectic

What has been happening with European stocks (ticker EZU below) since the beginning of the month? Why have they lost more than 6%, while the S&P 500 (ticker SPY) and […]

By: The BlackSummit Team | On: June 18, 2024 |

India’s Economic & Geopolitical Aspirations

In this special edition newsletter, we turn our focus to India, diving deep into its economic and geopolitical landscape, as well as the nation’s aspirations for the future. While India […]