Archives
Financial markets: Back to reality // Cryptos: Seizing opportunities // Art Market: Options for all types of buyers // Lithium: Mining and processing, two different investments // ______________________ Financial markets: Back to reality Netflix’s recent setbacks[1] in the financial markets and Saudi Aramco’s performance in overtaking Apple[2] as the world’s largest market capitalisation are two […]
Congress is an important part of a well-oiled political system, and many of its features (like the support for America’s endless wars) are bi-partisan or uniparty. But the DC system has, for a long time, been in an existential crisis which has led America to experience a populist alternative for four years with the election […]
All the conditions are in place for the shift towards a new world monetary order. The terrible geopolitical and strategic circumstances resulting from the war in Ukraine are completing the rupture between two blocs: the West (gathered around the United States) on the one hand, and the Sino-Russian (gathered around the Eurasian Union EAEU[1] and […]
The art market has been adapting incredibly fast to the shock of 2020. The investments are flourishing in this sector, whether the macroeconomic situation is good or bad, which leads us to anticipate that there is a bright future ahead. Its ability to adapt makes the art market a particularly resilient space, responding rapidly to […]
This issue 165 is an important step in the history of the GEAB as it breaks with the sacrosanct tradition of anonymity of the articles, until now always collectively signed by the “LEAP team”. In this world-after which is moving in all directions, we feel that a publication on the future should now include a […]
Bitcoin & co continues to grow // Gold: Big uncertainties are favouring historical solutions // Property prices: Amsterdam, Paris, Stockholm, Zurich, Munich, Frankfurt at the end of the line // Norway: Market listing is not always the best option // _______________________ Bitcoin&co continues to grow The acceptance of Bitcoin, and more broadly of the various […]
In these times of crisis, it is difficult to follow a calendar of the future, as international and national agendas are so overwhelmed by fresh news. On the one hand, the Ukrainian crisis is cutting off all meetings, mainly on the American and European sides, whose agendas are jostling for solutions at summits and crisis […]
The four pillars of food security (availability, access, use and stability) are currently being shattered by the global situation (explained in detail below) and soon, we will be paying more for just about everything. Whether it comes to eating in or out, as all food prices are predicted to increase: foodflation[1] (food prices bubble) is […]
The economic scissors are closing in on the global construction sector. The good old economic model based, to a very large extent, on new construction will soon no longer be sustainable, while another model, based on a more pragmatic approach (maintenance and renovation of existing buildings), is not yet in place to take over. As […]
It is not a bipolar world that will result from the current war between the West and Russia, but the collapse of 500 years of Eurocentric global civilisation, at the core of which we see Europe, Russia and Ukraine mainly. This will have the US, China and the rest of the world involved not necessarily […]
Commodities – Questioning our certainties // Energy – Market fragmentation // Cryptocurrencies – Counterintuition // Dollar – Transmutation // Real Estate – Attention // Art – “Beauty will save the world” (Dostoyevsky) // Commodities – Questioning our certainties Energy and commodities are already at their highest point and, in our opinion, with no real room […]
If we observe Peter Thiel today, his networks, his ideology and his levers of influence, we get a glimpse of a certain American Republican party planning to run in the 2024 elections.[1] The wealthy Silicon Valley investor and early Trump supporter has recently put aside some of his business roles, notably inside Meta, to focus […]
In 1450, Gutenberg invented the printing press and published his first Bible. 100 years later, the Council of Trent invented the “index librorum prohibitorum”.[1] In between, Luther initiated the reform movement of the Catholic Church. 500 years later, in 1995, the West invented the Internet. Twenty years later, as a result of a multi-directional questioning […]
In the middle of a storm, it is difficult to keep one’s eyes on the horizon. Instead, you see the sky pitching, you hear the sails slamming, you get the spray in your face, everyone screams their fears and angers, and this translates in losing one’s grounding. This is how we should understand the uproar […]
Among the few certainties to be formulated about the Russian-Ukrainian war, there is this one: it is the end of the Cold War! … in that it has now become “hot”, which mainly changes everything. As we have already said about the withdrawal of American troops from Afghanistan last September[1], 1989 was not “the end” […]
As Russians and Americans clash on both sides of the EU’s Eastern borders, let us summarise our analysis of the strategy being carried out and the objectives being pursued. In our opinion, a game is being played around Ukraine to move the lines of the trap into which everyone fell in 2014 and which represents […]
Meta/Facebook: Complications in sight Mark Zuckerberg’s life has never been more complicated. Even he is questioning his free advertising-based model[1] and is moving towards a Netflix-like model. Officially, he is facing a crossfire of regulations, a shrinking subscriptions base, the arrival of Web3 challenging all his fundamentals, and more recently the loss of a quarter […]
Agriculture is bad. Cow farts and meat are not good for the climate[1]; animals suffer; not only do farmers use too many pesticides, but they also get too much money from the EU and are destroying the Amazonian lungs of the planet; more humans need to be fed and prices for food items are going […]