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

Do #stocks "really" go up? 🤔
S&P 500 adjusted by M2 has never taken out the 1929 high...
Source: Win Smart, CFA

Welcome to a new paradigm... Bitcoin Electrical Cost is now a whopping $77.4K. This is the raw electricity cost to power the network,

Welcome to a new paradigm... Bitcoin Electrical Cost is now a whopping $77.4K. This is the raw electricity cost to power the network,

Thank you CNBC Arabia for histing Syz Group yterday live from #dubai / #geneva. Always great to discuss about international markets with my

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

There has been a change of tone in

Welcome to Syz Group #globalmarkets weekly wrap-up! You can subscribe to our #newsletters through syzgroup.com/newsletter or by using the QR code at the

Suttmeier BofA: Don’t sell in May and go away 🍖
Presidential election years can see big summer rallies. In Presidential election years, the SPX

Welcome to Syz Group #globalmarkets weekly wrap-up! You can subscribe to our #newsletters through syzgroup.com/newsletter or by using the QR code at the

Welcome to Syz Group #globalmarkets weekly wrap-up! You can subscribe to our newsletters through syzgroup.com/newsletter or by using the QR code at the

Dear Connections,
Someone has created a fake Telegram account using my profile.
Please disregard all messages coming from this fake account.
Thanks and sorry

CFA Level 1 Cheat Sheet by Rahul Saxena, CFA thru Brian Feroldi
#financial #ratios

Welcome to Syz Group H2 2024 CIO mid-year outlook!
Risk assets are off to a strong start of the year. #Equities, #commodities and #cryptos

Glowtime Day: $AAPL PEG ratio high at 3.03x
Below a #sp500 heatmap with PEG ratios...

Source: Mike Zaccardi, CFA, CMT, MBA, Bloomberg

Will #Europe ever outperform again?
From Robeco thru Mike Zaccardi, CFA, CMT, MBA.

16 years ago...

Source: WSJ, Mike Zaccardi, CFA, CMT, MBA

BofA: biggest private client outflow from cash in 4 months, biggest inflow to equities in 10 weeks, biggest inflow to T-notes since Oct'22
Source:

Welcome to Syz Group #globalmarkets weekly wrap-up! You can subscribe to our newsletters through https://blog.syzgroup.com/ or by using the QR code at the

GS: South Africa, Commodity heavy #EMs (Peru, Chile), and North Asian equity markets have the highest sensitivity to China growth

Source: Mike Zaccardi, CFA,

It seems the stock markets haven’t yet recognized that equity risk premiums have turned negative. The yield on the 10y US bond is

It seems the stock markets haven’t yet recognized that equity risk premiums have turned negative. The yield on the 10y US bond is