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Investments, trends and recommendations (Mar)

Last safe haven investment: the earth is the limit // June 2023: From war in Ukraine to a “pax americana-sinica”? // Gas: The future of oil // New Tech 2023: We are starting to reach the limits of Web2 // _________________ Last safe haven investment: the earth Two and a half years ago, we announced […]

Eyes on the future: “We are living through the last decade of the Oil Age”

The following article is the result of discussions between the GEAB editorial team and Dr Louis Arnoux. The latter’s work is far more alarmist than most research in the same field, namely the future of the oil industry and oil as a fuel for the world economy. The results and data discussed below, even though […]

Calendar of future events – a special focus on elections 2023/2024

We are not going to draw up a calendar of all the elections, but of those which seem to us to be the most significant. In 2023, for example, ten African states will hold national elections: Democratic Republic of Congo, Gabon, Liberia, Libya (if they are not postponed again), Madagascar, Nigeria, Sierra Leone, South Sudan, […]

2023-2025: The great Western innovation bug

The exponential nature of the pace of innovation of all kinds is increasingly terrifying the Western human collective. Between frightened looks at the future, growing difficulties in adapting to change, and the staggering cost of transformations and their maintenance (starting with cybersecurity), the West will gradually take the word “innovation” with horror. In recent decades, […]

Editorial: SVB’s bankruptcy – Systemic risk, end of innovation and strong euro

Dragging in its wake the Silvergate and Signature banks, the Silicon Valley Bank’s bankruptcy (SVB) remains the sad event illustrating this GEAB issue of March: as analysed/anticipated over the past three years, after the lyrical flights of Western tech at the start of the Covid crisis, painful returns to reality would inevitably be the batch […]

Investments, trends and recommendations (Febr)

Real estate: Never release the prey for the shade // Oil: Bottleneck in sight! // Web3: Place your bets // Where to set up what type of business, according to GEAB (advice for European entrepreneurs) // ________________ Real estate: Never release the prey for the shade In a previous bulletin, we recommended letting go of […]

May-June 2024, Modi’s re-election? A not so easy path for India…

We continue our focus on India with this brief on the 2024 elections. The 543 Members of Parliament representing the 28 states + the 8 Indian territories will be elected. In 2024 Narendra Modi, then 74 years old, will have been at the head of the Indian government for 10 years and will be running […]

Will India be the tomb of the Western economy?

We anticipate that Narendra Modi’s Make in India strategy, fueled by the Anglo-Saxon anti-China strategy, will attract a good number of companies that will remain there – in all senses of the word. In line with our previous article on India, it is appropriate to warn our readers against the “Indian temptation” that is likely […]

Ukraine in Europe 2023: The Unsustainability of the European Pyramid

Ukrainian refugees now live in Europe under a special status called temporary protection, modelled after a similar status created by the US at the end of the Cold War. While this status offers them privileged benefits, it also exacerbates the difficulties Europe faces, which we illustrate with a deep dive into the German situation. This […]

Reader’s view on the future: “Humans will lose some of what they’ve had in order to move on to something else”

We are inaugurating with Marie Poisson this new section “Reader’s view on the Future“. Marie’s life is an atypical journey, as she lives on her boat in Thailand. She used to be an antique dealer in Paris and, at the same time, she had set up a computer maintenance company. She changed her life to […]

India 2023 – 2024: Trophy of the War of all Worlds

While the West is gradually withdrawing its assets from China in anticipation of worsening tensions between the West and the Middle Kingdom,[1] and is becoming aware that its reindustrialisation is facing innumerable difficulties (financial, environmental, human), India appears to be the ideal replacement solution: a large and cheap workforce,[2] a desire for development “at all […]

Investments, trends and recommendations (Jan)

Back to reality and the end of the cheap economy //  Bitcoin vs. other cryptos //  Real estate: A slump that can be taken advantage of? //  AI – Invest in your skills //  Elon Musk will most likely be the man of the year: All his companies are worth watching //  Back to reality […]

2024-Ramaphosa is re-elected as coalition President: En route to the African Continental Free Trade Area

Article written by Michael Kahn, an independent adviser on innovation anticipation, policy, monitoring and evaluation. Professor Kahn is honorary Research Fellow at Stellenbosch University and Professor of Practice in the University of Johannesburg, He works with governments, the multilateral organisations, NGOs and higher education. His most recent publications are the UNESCO GO-SPIN Report for Mozambique, a […]

2024 – Summit of the Future: Last chance for the United Nations, the last Western bastion of an ex-bipolar world

It was agreed in September 2020 that the UN will mark its 75th anniversary with a Summit of the Future, an event to be held at the end of 2024. The stakes are historic: to provide a supranational political framework for the multipolar world, which is currently settling in a chaotic manner due to the […]

1923-2023, from one falling empire to another. Geopolitics, economy, finance: The mega-trends of 2023

One hundred years ago this year, the Ottoman Empire collapsed.[1] Officially born in 1299, it was mainly with the capture of Constantinople in 1453 that the empire was born from a European perspective. Until a hundred years ago, for more than five centuries, Europeans and Ottomans lived side by side, brothers and enemies and sometimes […]

Editorial: A not so bad year 2023 to you all!

To begin this year, our team would like to warmly thank all of our readers who responded to the questionnaire we sent you in our previous issue. Many of you have expressed interest and enthusiasm in the idea of building a space for research, reflection and anticipation, in which we can share our knowledge and […]

Investments, trends and recommendations: 2023, the perfect storm

Companies: Wave of bankruptcies in sight // Derivatives: 2023, on the way to a subprime giga-crisis // Dollar: Shortage in sight // Lifebuoy: Low potential of diversification // _______________ Companies: Wave of bankruptcies in sight Everyone knows that the Fed’s rate hikes in particular are designed to slow down a pre-COVID19 overheating economy, yet totally […]

A Panorama of weak signals

US/Europe/World – Comparative Stabilities: America’s Advantage In line with our article on the geopolitics of foreign direct investments (FDI), we must say that by using all its tools of power, the United States is currently succeeding in reversing the process of tilting the transatlantic relationship in favour of the EU, something we spotted in 2019 […]