charles-henry-monchau-cfa-cmt-caia-4003096 LinkedIn Posts

An overview of European #realestate price indices by Bloomberg / HolgerZ: A shortage of housing has led to record real estate prices in

China and France complete first #Yuan-settled LNG trade.

CHINESE national oil company CNOOC and France’s TotalEnergies have completed China’s first yuan-settled liquefied natural gas

How does #Buffett find great investments? He uses his 4 filters:
"Charlie and I look for companies that have a) a business we understand;

Could it be a major theme in the coming years? A massive wage arbitrage has opened between the US and its competitors. The

Find 3 hobbies...
Source: Seek Wiser

Great visual (courtesy of granthawkridge thru Willie Delwiche) helping to gauge market breadth. So far yellow is replacing green. Risks increase when red

Peloton had a market cap of over $49 billion at the mania peak in January 2021. Today its market cap hit $1.2 billion,

Than you Asharq Business اقتصاد الشرق for hosting Syz Group this morning live from #dubai / #geneva to discuss about international markets. In

thru Yasin Arafeh

The YEN is COLLAPSING and Abenomics has taught us some lessons:

After years of money printing, Yen now trades to 155 against USD:

A great #chart by HolgerZ -> Big Tech vs Non-Profitable Tech (long-duration stocks) curve tracks perfectly the US 10y yield rise. It shows

#US big #tech revolution steamrolling #emergingmarkets #equities in one chart. What would make this trend reverse?
Source: BofA, Michel A. Arouet

Which will be first?
Source: Trend Spider

Amazon Web Services launched in 2006. Sales that year were $21 million. Today, it’s $21 million in LESS THAN TWO HOURS...
Source: Jon Erlichman

The #copper opportunity in one #chart
Source: Bloomberg

Fiscal deficit being out of control post Covid. It appears to be a broader issue than just the US.
Source: Michel A.Arouet

🚨Chinese Stocks enter technical bull market after rallying 20% off the Jan 22 low

Bond Market 101: a useful way to think about bond yields by Alfonso Peccatiello.
Nominal #bond #yields can be thought of as the interaction

Bespoke about yesterday's last hour of trading => "Based on the history, with the index up 113 bps at 3:00pm, the #SP500 had

Please find attached Syz Group Asset Allocation Insights May 2024: ‘Keep calm and stay invested’

There has been a change of tone in