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Bank Syz Ltd. accepts no liability for any loss arising from the use of this document. ## **Slow food** for thought Insights and research on global events shaping the markets - [All](https://blog.syzgroup.com/slow-food-for-thought) - [Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus) - [Asset Allocation Insights](https://blog.syzgroup.com/slow-food-for-thought/tag/asset-allocation-insights) - [Market Outlook](https://blog.syzgroup.com/slow-food-for-thought/tag/market-outlook) [Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus) #### [Small modular reactors: the nuclear comeback, rebuilt for the 21st century](https://blog.syzgroup.com/slow-food-for-thought/small-modular-reactors-the-nuclear-comeback-rebuilt-for-the-21st-century) Nuclear power is getting a second life, but not in the form most people imagine. Instead of massive concrete giants, the future may come from compact reactors built in factories and shipped like industrial equipment. As global energy demand surges and grids strain under new pressures, small modular reactors are suddenly at the centre of the conversation. **[Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/slow-food-for-thought/author/charles-henry-monchau)** | 11/02/2026 [Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus) #### [The growing market for hair longevity](https://blog.syzgroup.com/slow-food-for-thought/the-growing-market-for-hair-longevity) Cosmo Pharmaceuticals’ successful Phase III trials in male hair loss has drawn attention to a market long seen as cosmetic. Growing demand for effective treatments has accelerated research and encouraged the rise of biotechnology companies exploring new approaches. **[Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/slow-food-for-thought/author/charles-henry-monchau)** | 10/02/2026 [Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus) #### [Bitcoin faces the quantum countdown](https://blog.syzgroup.com/slow-food-for-thought/bitcoin-faces-the-quantum-countdown) Over the past year, most of the market focused on bitcoin’s price swings and investor sentiment. While debates over regulation, adoption, and inflation dominated headlines, a new challenge quietly emerged: the rise of quantum computing. Bitcoin recently dipped as markets weighed these potential risks, raising questions about the cryptocurrency’s long-term security and resilience. **[Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/slow-food-for-thought/author/charles-henry-monchau)** | 03/02/2026 [Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus) #### [Markets react to Warsh’s Fed nomination](https://blog.syzgroup.com/slow-food-for-thought/markets-react-to-warshs-fed-nomination) Kevin Warsh has been named the next Chair of the Federal Reserve. Announced on 30 January 2026, the decision follows months of speculation and comes at a moment of heightened sensitivity around central-bank independence and the future path of interest rates. **[Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/slow-food-for-thought/author/charles-henry-monchau)** | 02/02/2026 [Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus) #### [Copper in a world that runs on electricity](https://blog.syzgroup.com/slow-food-for-thought/copper-in-a-world-that-runs-on-electricity) Over the past year, much of the market’s attention has been on gold and silver. While investors debated safe-haven flows, central bank buying and inflation risks, copper was quietly repricing. Year-to-date, copper is already up around 4%, following a gain of roughly 40% in 2025. Analysts are warning that demand could outpace supply within the next decade. **[Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/slow-food-for-thought/author/charles-henry-monchau)** | 27/01/2026 [Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus) #### [Greenland and the future of Arctic security](https://blog.syzgroup.com/slow-food-for-thought/greenland-and-the-future-of-arctic-security) NATO allies are sending troops to Greenland to defend Danish sovereignty and the United States is threatening them with tariffs for doing so. Greenland, long a quiet corner of the Arctic, is suddenly at the centre of a transatlantic confrontation. **[Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/slow-food-for-thought/author/charles-henry-monchau)** | 21/01/2026 [Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus) #### [Trump wants to make America more affordable. Will it work?](https://blog.syzgroup.com/slow-food-for-thought/trump-wants-to-make-america-more-affordable.-will-it-work) Housing affordability has become one of the most powerful political issues in the US. The question is whether the proposed solutions target the real problem, or just blame the easiest target. **[Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/slow-food-for-thought/author/charles-henry-monchau)** | 20/01/2026 [Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus) #### [The “Donroe Doctrine”](https://blog.syzgroup.com/slow-food-for-thought/the-donroe-doctrine) After months of escalating tensions, on 3 January the United States carried out a large-scale operation in Venezuela, extracting President Nicolás Maduro and First Lady Cilia Flores. President Donald Trump confirmed the move, stating that Washington would run the country until a transition could be put in place. Suddenly, a doctrine born two centuries ago is back on the front pages: the Monroe Doctrine. **[Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/slow-food-for-thought/author/charles-henry-monchau)** | 13/01/2026 [Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus) #### [The future of AI is Small Language Models (SLMs)](https://blog.syzgroup.com/slow-food-for-thought/the-future-of-ai-is-small-language-models-slms) It seems there has been a miscalculation within the AI industry. The industry assumed that progress required building ever larger language systems capable of tackling every conceivable task. These Large Language Models (LLMs) became the default solution, attracting immense investment and attention. In reality, most organisations do not need a Swiss Army knife when they are looking for a scalpel. **[Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/slow-food-for-thought/author/charles-henry-monchau)** | 08/01/2026 [Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus) #### [Why the US is targeting Venezuela, and what it means for markets](https://blog.syzgroup.com/slow-food-for-thought/why-the-us-is-targeting-venezuela-and-what-it-means-for-markets) After months of escalating tensions, on 3 January, the United States carried out a large-scale operation in Venezuela, extracting President Nicolás Maduro and First Lady Cilia Flores. **[Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/slow-food-for-thought/author/charles-henry-monchau)** | 06/01/2026 [❮](https://blog.syzgroup.com/slow-food-for-thought/author/charles-henry-monchau/page/5) [4](https://blog.syzgroup.com/slow-food-for-thought/author/charles-henry-monchau/page/4) [5](https://blog.syzgroup.com/slow-food-for-thought/author/charles-henry-monchau/page/5) [6](https://blog.syzgroup.com/slow-food-for-thought/author/charles-henry-monchau/page/6) [7](https://blog.syzgroup.com/slow-food-for-thought/author/charles-henry-monchau/page/7) [8](https://blog.syzgroup.com/slow-food-for-thought/author/charles-henry-monchau/page/8) [❯](https://blog.syzgroup.com/slow-food-for-thought/author/charles-henry-monchau/page/7) ## Straight from the Desk # Syz the moment Live feeds, charts, breaking stories, all day long. 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