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Investments, trends and recommendations (April 2021)

Prices: Inflation, inflation, inflation // Equity markets: Reversal for sure  // Taxes: What else?  // Bitcoin-gold: Decoupling  // _______________________________ Prices: Inflation, inflation, inflation // Whichever direction you look, inflation is showing its face. It is everywhere: in economic stimulus packages, in bond yield increases, in the reversal of monetary policies, in energy transition programmes, in […]

Doing Business in 2025: A handbook for students and schools to make the most of the billions of jobs in sight!

The year 2025 is not so far ahead but it is a relevant horizon because it corresponds to the moment when beginner business students will resolutely enter the job market. However, due to the Covid-related acceleration of socio-economic transformation, what this job market will look like by then is a concern for schools and students. […]

China’s Political Timeline

2021-2022 18-21/04/2021: The Boao Forum for Asia (BFA) Annual Conference 2021, “A World in Change: Join Hands to Strengthen Global Governance and Advance Belt and Road Cooperation” will take place in Boao, Hainan. 2021 marks BFA’s 20th anniversary. Since the Forum’s establishment, BFA is committed to promoting Asian economic integration and the world’s common development.[1] […]

Space 2030: The Chinese New Deal

By 2030, the International Space Station may have become the first space museum of the late 1990s, when everyone tried to work together. By prohibiting the Chinese from boarding the ISS in 2011,[1] the US compelled China to go its own way. As a result, like during the Cold War years, the next stage of […]

The EU as a confidence builder between the US and China: Some simplistic recommendations for European leaders

Faced with the immense challenges that the US-China confrontation poses to the world, Europe must be aware that it is not a negligible player, that it must publicly state its specific interests (peace, prosperity, autonomy), and build a strategy aimed at not getting trapped in the wars of others, following one guideline: to base the […]

2025 – The day the world will drop the West for China…

In the US-China war trap which has deepened in recent years, with Joe Biden’s arrival in the White House and his strategy of rallying a camp of “allies” around America in order to “contain” Chinese power,[1] Europeans may be tempted to believe that the Western camp will eventually win. This feeling is reinforced by the […]

Investments, trends and recommendations (Mar 2021)

A short guide for investors in times of reflation/inflation  In the current context of extreme uncertainty, we have put together a series of 8 recommendations and practical tips to get you through this period of reflation/inflation. . Equities: Run away! The rise in debt announces a series of bankruptcies, of which Greensill is a precursor. […]

Silver Update – Crucial battle over price discovery in the second half of 2021

After years of depressed prices as a result of short selling[1] and the distraction of cryptocurrencies, the silver price is currently showing improved strength – even while it continues to be buffeted on all sides by contrary winds.  The white metal has recently benefitted from a dramatic surge in interest, with prices climbing to levels […]

Vatican 2023: Transcending the Apocalypse

Whether or not one believes in the prophecy of Saint Malachi, who identified Pope Francis II as Peter the Roman (the last of a line of 112 popes)[1] one thing is certain: in the inevitably very symbolic and probably somewhat superstitious universe of the seat of the Catholic Church, this kind of “anticipation”, active since […]

European Commission: Ideological revolution at work

Integration of an open foresight approach into the decision-making process, willingness to involve citizens to it, visionary and ambitious strategies… what’s happening to the European Commission?!! Our junior team immersed itself in a series of reports published over the last few months and interviewed one European official to try to get a clearer picture. Their […]

EDITO – Europe facing disillusions: dreaming of a better world, waking up in a battlefield

The ideological revolution of the European Union (EU) imposes a corresponding structural revolution. 2020 has accelerated all the trends of systemic transformation. But in 2021, this free flight into the interstellar void of our locked down planet will experience the turbulence of its entry into the atmosphere of the ‘world-after’. For the last 20 years, […]

Investments, trends and recommendations (Febr 2021)

– > Currencies: Landslide – > Oil: Fire-exposed – > Raw materials: Heavy stuff – > Big Tech: Turnaround in sight – > Pharma: Run away – > Beijing Olympic Games: Benchmark   Currencies: Landslide According to our team, there is little doubt to be seen in the downward trend of the US dollar in […]

What future for Bitcoin if inflation occurs in 2021?

It’s time to update our “money digitalisation” trend. If everything has taken the direction we anticipated two years ago, [1]  these experiments seem to have a hard time coming out into the open: . The digital Yuan is in the live-test phase in certain cities, such as Shenzhen – which as pilot-city is highly compatible […]

WaterTech2040: The challenge (and risks) of bringing water to all

Many of us have grown up in countries where access to water is taken for granted; where a constant and secure supply of clean water has become the norm. Safe drinking wFater is freely available ‘on tap’ whenever and wherever we need it, while huge amounts are being wasted – flushed or poured away with […]

2021, the European space and the awakening of strength

2020 has been particularly difficult for the European space industry. Besides the suffering from the COVID-19 crisis, the European space economy is also suffering from several other shortcomings. Today, we are approaching the breaking point where Europe will either be able to take a tremendous step forward or fall significantly behind the others. The second […]

A Reader’s Digest of the web anticipations over 3 deadlines: 2021/22, 2025, 2030

In March 2019 our teams published a Reader’s Digest of the anticipations found on the net with the first key date of 2020 for which some analysts had announced the next global crash. A crash that did not happen (in line with our doubts in this regard). Admittedly, from the beginning of the year, Covid-19 […]

Europeans on alert! Major uncertainties across the Atlantic (recovery plan, inflation, defence)

In our January Panorama of trends for 2021,[1] we mentioned that the US was the main question mark on our map of the future. Part of this dark spot was coming from the fact that Joe Biden had not even taken office on January 15 and it was yet difficult to grasp the reality of […]

Edito – Global systemic crisis: Accidents of economy reboot ahead

Particularly three phenomena concur to the distortion of our collective understanding of reality: the economic and mobility slowdown, the collapse of information systems linked to the pandemic, and the election of Joe Biden. All this creates a dangerous illusion of “calm after the storm” resulting in reduced vigilance. Therefore, and despite the whole bunch of […]