Home Focus

Category: Focus

Investments, trends and recommendations (May 2021)

Crypto-currencies: Maximum mistrust // Dollar : Standardisation // Technology stocks: Too virtual // Iron ore: Volatility in sight // Oil: Agility, security //  If the “back to basics” trend that we have been observing for several months starts to dominate, as our research on energy and commodities seems to suggest, here is a new set […]

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. […]

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 […]

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 […]

Political Recommendation – In the Face of Obscurantism/Collapse of Civilisation, the Only Defence is Reconnecting Citizens with their Leaders

One of the main points of instability in the reformed system emerging today is how out of touch leaders are. This year, we’ve scraped the barrel and it’s undermining all the progress made through reform, modernising and reinforcing stability in the system. The fact that the benefits of these reforms will not immediately be visible […]

Agriculture 3.0: Business and Investment Opportunities

As we have already stated in various issues of the GEAB[1], agriculture as we know it is undergoing remarkable change. While we often see farming as a rural, analogue activity, there is a shift of perception of “food” among populations worldwide and we are starting to see that intricate connection between field and city-dweller’s plate […]

Investments, trends and recommendations (Dec 2020)

-> Monetary system: The reset is approaching fast -> Bitcoin: Indecision -> US Dollar: It’s all gone wrong -> Financial values: Making the right choices -> Ryanair/Airbnb and alike. Watch out -> Raw materials: Close up on … lithium   Monetary system: The reset is approaching fast For the past two years, we have been […]

Investments, trends and recommendations (Nov 2020)

Material wealth: give nothing away Tomorrow’s world will be digital, that’s for sure. But not before it has been regulated, organised and controlled. As things stand today, there are too many dangers hanging over this ecosystem – soon to materialise, as we see in this issue – for us to entrust our goods and wealth […]

Mid-November: International Summits Congestion

In the week we publish GEAB there are some very big events that we have to bring to your attention: 12-16 November: ASEAN summit / Vietnam. The debates focus on the immense risks that US-Chinese tensions pose to the region. 13 November: G20 / Saudi Arabia.  The indebted countries of the G20 agree to lift […]

Investments, trends and recommendations (Oct 2020)

Recommendations: Treasure hunt This issue is packed with investment recommendations. Car sector, raw materials, technology stocks… we suggest you read it carefully then go on a treasure hunt! Samsung: Temporary mistrust The current economic and strategic rapprochement between the Chinese and South Korean leaders[1] makes us fear American reprisals. One can imagine that it will […]

Commodities: Towards an unsustainable volatility…

For the last 20 years, the international prices of many commodities have been set within a framework of globally recognised futures and spot contracts. Today, as many contracts detach from the delivery of the underlying physical commodity, volatility is surging on the back of QE and a host of new retail speculators have entered the […]

Investments, trends and recommendations (Sept 2020)

Commodity markets’ upcoming revolution Growing trade conflicts and de-globalisation within the commodity markets will trigger a rewrite of many COMEX pricing contracts and a resurgence in regional exchanges by 2025. For the last 20 years, the international pricing of key commodities has been driven by the growing market in futures contracts. Today, as many prices […]

LEAP ACADEMY ANNOUNCEMENT – Training in political anticipation

The world is undergoing one of the greatest transformations in history, directly linked to a global crisis making the future ever more uncertain. Whether it be governance, geopolitics, economic, social issues or new technologies, the GEAB tries to shed light on the future using a method that has stood up to scrutiny: political anticipation. For […]

Looking Ahead to 2040: From Fear of Panzootics to Agricultural Lockdown

The Covid-19 pandemic has considerably ramped up the fear in the agro-food sector of an epizootic/epiphytic pandemic on strategic foodstuffs (pork, rice, flour, etc.). The conditions that favour human, vegetable or animal-related pandemic are actually the same, namely overpopulation and interconnectivity. We anticipate that the scheduled modernisation of agriculture will be considerably accelerated as a […]

Practical investment recommendations

Physical currencies: Speculative tour  Currencies will lose value, but not all together. There are great opportunities within this volatile business environment for the more seasoned and agile among you. In general, currencies tied to the dollar will fall; while currencies pegged to the Chinese powerhouse and the euro will provide areas of currency stability. The […]