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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) #### [10 charts to remember: Q3 2025](https://blog.syzgroup.com/slow-food-for-thought/10-charts-to-remember-q3-2025) The third quarter of 2025 saw most asset classes make gains pushed by easing trade tensions, AI euphoria, and the first but most likely not last rate cut of the year by the Federal Reserve. Equities delivered a strong performance with Asian markets in the lead. On the credit side Emerging Market debt was the strongest performer and France’s political turmoil continued to weigh on Europe. On the macro side, the focus is now on the cooling US labour market as payroll figures were revised downwards, and job creation declined. **[Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/slow-food-for-thought/author/charles-henry-monchau)** | 14/10/2025 [Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus) #### [A weaker dollar does not imply the end of dollar dominance](https://blog.syzgroup.com/slow-food-for-thought/a-weaker-dollar-does-not-imply-the-end-of-dollar-dominance) The broad trade-weighted dollar is down roughly 7% this year, and the forces driving that decline show no signs of reversing. But depreciation should not be mistaken to the end of its dominance. **[Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/slow-food-for-thought/author/charles-henry-monchau)** | 07/10/2025 [Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus) #### [Can the $100,000 H-1B fee be the magic fix for America’s labour market?](https://blog.syzgroup.com/slow-food-for-thought/can-the-100000-h-1b-fee-be-the-magic-fix-for-americas-labour-market) A $100,000 fee per foreign hire is the new cost structure under the revised H-1B regulation, a policy shift that's turning Silicon Valley's talent pipeline into an expensive gamble. **[Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/slow-food-for-thought/author/charles-henry-monchau)** | 30/09/2025 [Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus) #### [Banking in your pocket](https://blog.syzgroup.com/slow-food-for-thought/banking-in-your-pocket) Revolut recently launched a secondary share sale, leading to a staggering new valuation of US$75 billion. This milestone strengthens its position among the world’s leading neobanks and signals a new chapter for digital banking. **[Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/slow-food-for-thought/author/charles-henry-monchau)** | 23/09/2025 [Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus) #### [What wasn’t said at the SCO](https://blog.syzgroup.com/slow-food-for-thought/what-wasnt-said-at-the-sco) As President Trump’s tariffs trigger a wave of financial and diplomatic disputes, Asia’s largest powers are reassessing their alliances and strategic priorities, signalling a significant shift from the dynamics that have shaped the past decade. **[Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/slow-food-for-thought/author/charles-henry-monchau)** | 16/09/2025 [Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus) #### [America’s 401(k)s open the door to bitcoin and private markets](https://blog.syzgroup.com/slow-food-for-thought/americas-401ks-open-the-door-to-bitcoin-and-private-markets) America’s nest eggs are taking a risky turn. For the first time, ordinary Americans’ 401(k) plans—the backbone of retirement security for more than 60 million people—are being open to bitcoin and private equity. **[Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/slow-food-for-thought/author/charles-henry-monchau)** | 09/09/2025 [Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus) #### [How Ronald Read’s simple investment strategy made millions](https://blog.syzgroup.com/slow-food-for-thought/how-ronald-reads-simple-investment-strategy-made-millions) Buy and Hold strategies with life-long holding periods have the potential to create a veritable fortune. This article explores how Ronald Read, a seemingly unassuming janitor taught himself how to invest like a pro, accumulating a fortune of almost US$8 million before his death in 2014. **[Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/slow-food-for-thought/author/charles-henry-monchau)** | 02/09/2025 [Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus) #### [Gold and silver—coming back to old money?](https://blog.syzgroup.com/slow-food-for-thought/gold-and-silver-coming-back-to-old-money) Precious metals are shining this year: at the time of writing, gold has reached US$3,324 per ounce (+32% year-to-date), while silver stands at US$37 per ounce (+25.5%). Indeed, gold is now the best performing asset YTD, with silver closing in on its heels. **[Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/slow-food-for-thought/author/charles-henry-monchau)** | 26/08/2025 [Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus) #### [Europe’s quantum pathway to 2030: closing the private investment gap](https://blog.syzgroup.com/slow-food-for-thought/europes-quantum-pathway-to-2030-closing-the-private-investment-gap) From lab to market – time for Europe’s quantum leap **[Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/slow-food-for-thought/author/charles-henry-monchau)** | 19/08/2025 [Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus) #### ["Chance, wisely used, beats luck"](https://blog.syzgroup.com/slow-food-for-thought/chance-wisely-used-beats-luck) Some people win the lottery once. Joan R. Ginther won it four times. It’s a story that defies everything we think we know about luck, probability, and randomness. **[Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/slow-food-for-thought/author/charles-henry-monchau)** | 12/08/2025 [❮](https://blog.syzgroup.com/slow-food-for-thought/author/charles-henry-monchau/page/7) [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) [9](https://blog.syzgroup.com/slow-food-for-thought/author/charles-henry-monchau/page/9) [10](https://blog.syzgroup.com/slow-food-for-thought/author/charles-henry-monchau/page/10) [❯](https://blog.syzgroup.com/slow-food-for-thought/author/charles-henry-monchau/page/9) ## Straight from the Desk # Syz the moment Live feeds, charts, breaking stories, all day long. 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