Commentaries
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 […]
By: John E. Charalambakis | On: June 11, 2024 |
The Bride of Acheron, Part II: Sophocles’ Antigone and Homer’s Pleonexia Meet Mr. Uncertainty
In the first part of this two-part series, we outlined four possible scenarios that make up Mr. Uncertainty. Antigone stood up to Creon which represented the epitome of self-destruction not just for […]
By: John E. Charalambakis | On: May 28, 2024 |
The Bride of Acheron: Sophocles’ Creon as an Experienced Market Coordinator, Part I
Last weekend the Financial Times published an article by Ruchir Sharma, titled “What went wrong with capitalism”. Sharma is an analyst whom I highly respect, and in his book The Rise and […]
By: John E. Charalambakis | On: May 14, 2024 |
Revisiting the Novus Ordo Seclorum: Valuations and Rivalries
John E. Charalambakis In 1774, the Continental Congress was convened to inaugurate what is known as a novus ordo seclorum (new order of the ages). Two years later, the Declaration of Independence […]
By: John E. Charalambakis | On: April 15, 2024 |
Market Rhymes, Geopolitical Reality, Importing 19th Century Russian Populism, and the Irreversibility of a Reverse Categorical Imperative: Investment Options, Part III
Several questions are surfacing following the weekend’s geopolitical developments. Here are a few of them: Has the paradigm of the Middle East conflict been shifted, and if yes, can it […]
By: John E. Charalambakis | On: April 9, 2024 |
The Irreversibility of a Faux Reality: Illusions, Spectacles, and Geopolitical Challenges to Portfolios’ Alpha and Beta, Part II
In our previous commentary, we discussed reality as the trajectory of three parallel lines (markets, geopolitics, and Karl Barth’s writings on creation) that eventually intersect. Since then, the market reality […]
By: John E. Charalambakis | On: March 12, 2024 |
The Irreversibility of the Unknown Reality: The Markets, Karl Barth, and Nuclear Statecraft, Part I
In this series, we will seek to discuss Reality as the trajectory of three parallel lines that eventually intersect: Market dynamics, geopolitics, and Karl Barth’s writings on creation. In his […]
By: John E. Charalambakis | On: February 27, 2024 |
When Statues Come to Dinner Parties: Don Giovanni’s Reflections on Japan and China
In the final act of Mozart’s opera Don Giovanni, the statue of Commendatore – whom Don Giovanni had killed – appears at the dinner. After all, Don Giovanni in his […]
By: John E. Charalambakis | On: February 13, 2024 |
Jean Bodin, Valuations, and the Invisible Foundations of the Market
As the old saying goes, good days tend to reward cheap assets, especially when things start on a wave of mysticism and end up as politics. Furthermore, when we look […]
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 […]