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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) #### [Can Google really break Nvidia’s grip on AI hardware?](https://blog.syzgroup.com/slow-food-for-thought/can-google-really-break-nvidias-grip-on-ai-hardware) Could Google’s custom AI chips (or TPUs) dent Nvidia’s dominance in the AI chip market? While Nvidia’s dominance faces scrutiny, the AI market is vast. Whether rivals can scale fast enough to dent Nvidia’s leadership remains an open question. Alphabet clearly benefits, but disruption is far from certain. **[Jakub Dubaniewicz](https://blog.syzgroup.com/slow-food-for-thought/author/jakub-dubaniewicz)** | 01/12/2025 [Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus) #### [Michael Burry Beyond the Big Short](https://blog.syzgroup.com/slow-food-for-thought/michael-burry-beyond-the-big-short) When Michael Burry bets against the crowd, markets pay attention. The man who called the subprime mortgage crisis and made over $800 million while the financial system collapsed is now warning that artificial intelligence stocks are the next bubble ready to burst. And he is making this call just as he steps away from the spotlight: on November 10, his hedge fund’s registration was terminated, per SEC records, ending his requirement to file regulatory disclosures. **[Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/slow-food-for-thought/author/charles-henry-monchau)** | 25/11/2025 [Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus) #### [Neoclouds](https://blog.syzgroup.com/slow-food-for-thought/neoclouds) Neoclouds are fast-growing companies that specialise in leasing clusters of AI chips to firms needing computing power at short notice **[Jakub Dubaniewicz](https://blog.syzgroup.com/slow-food-for-thought/author/jakub-dubaniewicz)** | 20/11/2025 [Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus) #### [Warren Buffett’s farewell](https://blog.syzgroup.com/slow-food-for-thought/warren-buffetts-farewell) After six decades as the moral compass of the business world, Warren Buffett has written his goodbye. His farewell letter is about luck, humility, and his life in general rather than financial advice or forecasts. It reads less like a corporate announcement and more like a final lesson from a teacher who has spent a lifetime studying both business and human nature. **[Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/slow-food-for-thought/author/charles-henry-monchau)** | 18/11/2025 [investing](https://blog.syzgroup.com/slow-food-for-thought/tag/investing) #### [A healthy pause](https://blog.syzgroup.com/slow-food-for-thought/a-healthy-pause-1) November AA Insights **[-](https://blog.syzgroup.com/slow-food-for-thought/author/-)** | 13/11/2025 [Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus) #### [US labour market during the shutdown: alternative insights before official data returns](https://blog.syzgroup.com/slow-food-for-thought/us-labour-market-during-the-shutdown-alternative-insights-before-official-data-returns) Focus note **[Reto Cueni, PhD](https://blog.syzgroup.com/slow-food-for-thought/author/reto-cueni)** | 12/11/2025 [Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus) #### [When the CFA Institute chooses passive investing](https://blog.syzgroup.com/slow-food-for-thought/when-the-cfa-institute-chooses-passive-investing) The CFA Institute trains thousands of financial analysts annually. Yet, its own portfolio follows one of the simplest playbooks: a passive global 60/40 model that hasn’t changed in more than a decade. **[Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/slow-food-for-thought/author/charles-henry-monchau)** | 11/11/2025 [Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus) #### [Betting on future events: the rise of prediction markets](https://blog.syzgroup.com/slow-food-for-thought/betting-on-future-events-the-rise-of-prediction-markets) A new wave of platforms lets traders bet on real-world events, from policy decisions to pop culture. What began as speculation is now challenging how finance measures truth and probability. **[Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/slow-food-for-thought/author/charles-henry-monchau)** | 04/11/2025 [Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus) #### [New five-year plan: how Beijing aims to revive growth and counter the United States](https://blog.syzgroup.com/slow-food-for-thought/new-five-year-plan-how-beijing-aims-to-revive-growth-and-counter-the-united-states) Everyone makes plans: for travel, fitness or the year ahead. China does it too. Last week, China’s top leaders met in a four-day conclave in Beijing to decide on the country's goals and aspirations for the next five years. **[Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/slow-food-for-thought/author/charles-henry-monchau)** | 28/10/2025 [Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus) #### [The “1011” Crypto Crash and the Mystery of the $1 Billion Whale](https://blog.syzgroup.com/slow-food-for-thought/the-1011-crypto-crash-and-the-mystery-of-the-1-billion-whale) A publication by US President Donald Trump on social media led to the largest 24-hour wipeout in crypto history. The most curious part about the event was the discovery that someone realised a nine-figure profit by shorting the crypto market right before the news. **[Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/slow-food-for-thought/author/charles-henry-monchau)** | 21/10/2025 [❮](https://blog.syzgroup.com/slow-food-for-thought/page/9) [8](https://blog.syzgroup.com/slow-food-for-thought/page/8) [9](https://blog.syzgroup.com/slow-food-for-thought/page/9) [10](https://blog.syzgroup.com/slow-food-for-thought/page/10) [11](https://blog.syzgroup.com/slow-food-for-thought/page/11) [12](https://blog.syzgroup.com/slow-food-for-thought/page/12) [❯](https://blog.syzgroup.com/slow-food-for-thought/page/11) ## Straight from the Desk # Syz the moment Live feeds, charts, breaking stories, all day long. [Discover more](https://blog.syzgroup.com/syz-the-moment?hsLang=en) ## **Thinking** out loud Sign up for our weekly email highlighting the most popular posts. 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