Charles-Henry Monchau's Comment & Analysis
A complete archive of Charles-Henry Monchau's articles, including current analysis & comment - Page 4
The EU’s most costly budgets, bitcoin’s market swings, and rising US bankruptcies. Each week, the Syz investment team takes you through the last seven days in seven charts.
1. The EU Countries With...
Why is the supply of gold in London drying up while stocks in New York are at record levels?
Introduction
In recent months, the global Gold market has experienced an unusual and dramatic shift....
More trade war tariffs have been collected under Biden than Trump, but US tariffs remain among the lowest in the developed world. Meanwhile, gold prices hit new highs. Each week, the Syz investment...
Overall, the macro & liquidity conditions are still positive for risk assets. While equity market valuations are rich, especially in the US, earnings growth momentum is accelerating, and market...
Nvidia’s (NASDAQ:NVDA) market cap dropped, DeepSeek continues to disrupt, and European banks outperformed the Mag 7. Here are the last seven days in seven charts.
1. $590 Billion Dollars of Nvidia...
President Donald Trump signed an executive order relating to cryptocurrencies. The US is now one step closer to the creation of a strategic Bitcoin reserve.
History shows that early adopters often...
A little-known AI research lab from China, DeepSeek, has unsettled Silicon Valley. It released AI models that outperform American counterparts despite using lower costs and less advanced hardware....
On Friday night, President Donald Trump launched a Solana meme coin named $TRUMP, which exploded in price in a matter of 48 hours.
Introduction
On Friday night, President Donald Trump launched a...
"There are decades where nothing happens; and there are weeks where decades happen." - Vladimir Ilyich Lenin
2024 in Review
Bitcoin
The year began on a strong note for bitcoin. The Securities and...
The 2024 season is coming to an end. What an eventful year it has been: the Magnificent 7 rally, the Bitcoin halving, Tesla's (NASDAQ:TSLA) Cybercab reveal, geopolitical tensions and the US election....