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Welcome to the “geab.eu after”!

Geab.eu also is going through a period of systemic transition! Further to a long process of consultation, reflection, construction and implementation, the new GEAB site is ready to be presented to you at this end-of-year holiday season! Many thanks to those of you who took part in the early stages of this transformation by answering […]

An evaluation of our anticipations for 2018 (drawn from GEAB No 121 of January 2018): 68% successful

17 Up et 16 Down Each year in December, we release an evaluation of our anticipations presented last January. This time, we end up with a final score of 22.5 out of 33 key tendencies, meaning a 68% success, 7 points less than last year (75%). Here is our success rate graphic: The view we […]

Investments, trends and recommendations (Dec 2018)

General recommendation: Find shelters!  You will understand when reading this issue that the clouds are gathering during the end of this year and the beginning of the next. Take out your umbrellas, raincoats and wellingtons! This is not the first time that we have alerted you this way, but the GEAB is intended to signal […]

Cryptocurrencies/Blockchain: From tax to democracy, the real ongoing revolution

Largely criticised by some, glorified by others, cryptocurrencies keep raising questions and represent as many threats as opportunities depending where we stand; whether on the side of citizens, institutions, businesses or governments. After a spectacular rise in valuations, we are currently witnessing a collapse in the capitalisation of most crypto-assets. The euphoria is well behind […]

A changing paradigm: Glimpses of what is coming after the global “nationalist” wave (part two)

Future developments: What will be the new normal? President Trump emerged as a champion of those who perceived that they were left behind in the inequality race and who felt others were ‘flooding’ into ‘their’ country to take their jobs, as traditional politicians filled their own pockets, whilst clinging to economic theories of growth and […]

First semester of 2019 – Anger of nations, Balkans, end of the QE, Special Purpose Vehicle, Brexit, Elections… Europe: Countdowns are on!

The ‘yellow vests’ (FR),[1] the pro- and anti-Brexit protests (UK),[2] the German political crisis (DE),[3] the Catalan independence movement (SP),[4] the budget battle (IT),[5] the labour law reform (HU),[6] the Marrakesh agreement and ministerial reshuffle (BE)[7]… the European element in the increasingly violent crises currently feeding the national news is striking. Disclaimer: We recommend that […]

Investments, trends and recommendations (Dec 2016)

Infrastructure versus sovereign bonds We have repeatedly emphasised this before: Donald Trump’s campaign promises and the probable launch of “fiscal QEs” in Europe and in the US, offer a bright future for infrastructure investments. There is no doubt that construction companies have a fabulous opportunity here and will benefit from it. Any investment in this […]

African Union: One road, One continent, One currency. The end of the CFA franc

Africa! The second largest continent in the world after Asia, both in size and population[1], and also one of the poorest[2] is shaken by internal conflicts and wars. But above all, it’s a continent with one of the youngest age pyramids in the world[3]; so many opportunities open for the future and for hope in […]

Investments, trends and recommendations (Jan 2017)

Currencies: Watch out, Turbulence Ahead The currency market is particularly dangerous this year: with a dollar which has strengthened whilst Trump needs a weak currency and will do everything possible to achieve the goal; a yuan which risks at any moment to be devalued, authoritatively as we have seen, while its medium-term movement is on […]

Investments, trends and recommendations (Feb 2017)

Euro: keep believing in it! The LEAP team now believes that the more we are told about the difficulties of the euro, the more we must hear “course change needed” rather than “end of the euro coming”. Euro exit threats are mostly brandished as part of the haggling and bargaining kind of negotiations currently taking […]

September 2017 – Euro crisis: The ECB loses its independence

The post-Brexit Europe does not need the extreme right-wings, it is already lining up with the national-European model proposed by the British. The antagonism between European and national levels, which has dramatically increased within the crisis, due to a lack of democratic anchoring at the European level, has led in just 6 months to a […]

Germany: An Arrhythmia at the Heart of Europe

We anticipate that this European state will face several economic, cultural and political difficulties this year and next. First, the rise of the euro will hurt German exports; the stabilisation of oil prices prohibits the oxygen balloon effect of prices declines of 2015; failure of the migrant strategy puts Germany face to face with all […]

Investments, trends and recommendations (Mar 2017)

General strategy: the eye of the storm Like we started warning in our last GEAB issue, the utmost caution is still required these days. The appearance of recovery, here and there, is either the effect of short-term communication, or sources of disruptions with unpredictable consequences (or both). Our general advice is to stay vigilant and […]

Multipolar World 2022: India’s Power Strategy via Washington

In view of China’s demographic being overtaken by India by 2022, India will use the structuring rivalry of the new world order emerging between the United States and China to advance its own interests, by operating a tactical rapprochement with Washington. This new partnership will be part of a struggle against Chinese trade surpluses and […]

Investments, trends and recommendations (Apr 2017)

Euro-diversification As part of our forecasts mentioned above on the probable reform of the common currency, we recommend people to “diversify their euros” simply by placing part of any liquid savings in euros in banks from various countries of the monetary zone. With online banks, all this is transparent, extremely quick and free of charges […]

Investments, trends and recommendations (May 2017)

Oil – It’s working In spite of many interests that obviously want to minimise the impact of the agreement on oil production between OPEC and its allies, and doubts related to the sustainability of the deal, it seems that Russians and Saudis are planning to extend the Vienna Agreement[1] until – at least – the […]

Investments, trends and recommendations (Jun 2017)

Oil: counter-direction The day the coalition around Saudi Arabia announced a cut of diplomatic relations with Qatar, risking the “koweitisation” of the latter, the oil prices… collapsed. This is not the first time we have noticed that outbreaks of conflict are no longer causing price surges. This fact validates the axes we have been following […]

Listening to the weak signals of trends: our selection (Jun 2017)

The anticipation work must watch closely the “weak signals”, as futurists used to call them. They are accessible items of information, but hardly reflected within the media, information which provides relevant insight into major changes in society. Paying attention to those signals, interpreting them and cross-referencing them is part of the work of any decision-maker […]