Charles-Henry Monchau's Comment & Analysis
A complete archive of Charles-Henry Monchau's articles, including current analysis & comment - Page 3
Since Berkshire Hathaway's (NYSE:BRKb) (NYSE:BRKa) launch, the conglomerate is up over 5.5 million percent. How did Warren Buffett do it?
Introduction
Warren Buffett’s announcement that he will step...
In past economic downturns, US economic pain was often softened by falling bond yields and a rising Dollar, which led to lower interest rates and boosted consumer spending power. This time, however,...
This article explores five of the most famous financial bubbles in history. As capital floods into the technology sector, one question lingers: Could AI be the next bubble?
The so-called "Magnificent...
Eight days after “Liberation Day”, President Donald Trump announced a reduction of reciprocal tariff rates to a 10% baseline on the 60 countries with higher tariff rates. This pause of the higher...
President Trump declared a national emergency over trade deficits and imposed a 10% general tariff on all countries, effective 5 April, along with higher tariffs on nations with the largest US trade...
As global trust in open markets erodes, national capitalism is emerging as a new strategy where states reclaim control over production, trade, and security to serve sovereign interests.
Redrawing the...
Many investors seem to be missing the gold rally. The chart below exhibits two lines: the black one shows the total known gold ETF holdings, while the brown line represents the gold spot price.
Gold...
March data from BofA’s Global Fund Manager Survey reveals the biggest drop in US equity allocation on record, coupled with the largest-ever increase in Eurozone equity allocation.
This signals a...
S&P 500 steady as US debt soars past defense spending. Here's what major has happened in the last seven days in charts.
S&P 500 Corrections Are Generally Good Buying Opportunities
Goldman...
Decades ago, a groundbreaking multilateral agreement recalibrated the US dollar, easing trade imbalances and reinvigorating domestic industry. Today, a similarly ambitious proposal draws on both...