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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) #### [Bitcoin has changed clocks three times. It’s changing again.](https://blog.syzgroup.com/slow-food-for-thought/bitcoin-has-changed-clocks-three-times.-its-changing-again) For a decade, bitcoin traded on its own calendar. Then it traded on the Fed's. This month, it rallied 30% through a rate hike, a failed bill and a 5% Treasury yield — the clearest sign yet that it is starting to trade on the Treasury's. **[Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/slow-food-for-thought/author/charles-henry-monchau)** | 23/09/2026 [Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus) #### [Is Greece the new place to be?](https://blog.syzgroup.com/slow-food-for-thought/is-greece-the-new-place-to-be) Athens is quietly becoming a new destination for Europe’s wealthy and financial elite. Tax incentives, stronger growth and a more credible market environment are now drawing fund managers as well as private fortunes. **[Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/slow-food-for-thought/author/charles-henry-monchau)** | 22/09/2026 [Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus) #### [Rethinking active and passive investing](https://blog.syzgroup.com/slow-food-for-thought/rethinking-active-and-passive-investing) “Don’t look for the needle in the haystack. Just buy the haystack!” John C. Bogle, 2007 the founder of Vanguard. The advice still holds. But the haystack has changed: ten stocks now make up 38% of the S&P 500. **[Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/slow-food-for-thought/author/charles-henry-monchau)** | 15/09/2026 [Swiss Perspectives](https://blog.syzgroup.com/slow-food-for-thought/tag/swiss-perspectives) #### [Switzerland deserves its own investment strategy](https://blog.syzgroup.com/slow-food-for-thought/test-sm) Mapping the Swiss investment landscape **[Florian Marini, CFA, CMT](https://blog.syzgroup.com/slow-food-for-thought/author/florian-marini)** | 11/09/2026 [Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus) #### [GPT-6 Astra](https://blog.syzgroup.com/slow-food-for-thought/gpt-6-astra) Why a more efficient model means more AI infrastructure, not less **[Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/slow-food-for-thought/author/charles-henry-monchau)** | 09/09/2026 [Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus) #### [Venezuela's oil rollercoaster takes a new turn](https://blog.syzgroup.com/slow-food-for-thought/venezuelas-oil-rollercoaster-takes-a-new-turn) $100bn in investment, $209bn in projected state revenue, 65 billion barrels of oil. The figures attached to the new US-Venezuela deal are as large as the uncertainty surrounding them. **[Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/slow-food-for-thought/author/charles-henry-monchau)** | 08/09/2026 [Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus) #### [Reading 3,000 earnings calls: no recession, but capacity constraints](https://blog.syzgroup.com/slow-food-for-thought/reading-3000-earnings-calls-no-recession-but-capacity-constraints) Investors have always listened carefully to what CEOs and CFOs say. But the sheer volume of earnings-call transcripts made systematic analysis virtually impossible: investors could read individual calls, but not reliably extract and compare narratives across thousands of companies. AI changes that. **[Florian Marini, CFA, CMT](https://blog.syzgroup.com/slow-food-for-thought/author/florian-marini)** | 07/09/2026 [Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus) #### [The problem with this earnings season is that companies have too much demand](https://blog.syzgroup.com/slow-food-for-thought/the-problem-with-this-earnings-season-is-that-companies-have-too-much-demand) There is something unusual about this earnings season. Companies do not appear to have a demand problem. Increasingly, they are facing the opposite issue. **[Florian Marini, CFA, CMT](https://blog.syzgroup.com/slow-food-for-thought/author/florian-marini)** | 02/09/2026 [Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus) #### [The humanoid race: speed isn’t the point](https://blog.syzgroup.com/slow-food-for-thought/the-humanoid-race-speed-isnt-the-point) On 25 August 2026, a Chinese humanoid robot ran 100 metres in 8.86 seconds, faster than the fastest recorded human time, and then hit the padded finish barrier and fell. Three days earlier, at the same competition, another robot hit the barrier at the finish line and caught fire, unable either to stop itself or to put itself out. The first set of facts explains why investors have been piling into Chinese robotics stocks. The second explains why that enthusiasm may be running ahead of what the machines can actually do. **[Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/slow-food-for-thought/author/charles-henry-monchau)** | 01/09/2026 [Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus) #### [US inflation and Jackson Hole: Kevin Warsh opens door to a September key rate hike](https://blog.syzgroup.com/slow-food-for-thought/us-inflation-and-jackson-hole-kevin-warsh-opens-door-to-a-september-key-rate-hike) Focus note **[Reto Cueni, PhD](https://blog.syzgroup.com/slow-food-for-thought/author/reto-cueni)** | 31/08/2026 [❮](https://blog.syzgroup.com/slow-food-for-thought/page/1) [1](https://blog.syzgroup.com/slow-food-for-thought/page/1) [2](https://blog.syzgroup.com/slow-food-for-thought/page/2) [3](https://blog.syzgroup.com/slow-food-for-thought/page/3) [4](https://blog.syzgroup.com/slow-food-for-thought/page/4) [5](https://blog.syzgroup.com/slow-food-for-thought/page/5) [❯](https://blog.syzgroup.com/slow-food-for-thought/page/3) ## Straight from the Desk # Syz the moment Live feeds, charts, breaking stories, all day long. 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