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Investments, trends and recommendations (Jun)

Gold, Bitcoin: Focus on traditional investments // Yen, the first pawn to fall? // End of combustion engines in 2035 // Oil: The rise continues Gold, Bitcoin: Focus on traditional investments For the markets, a (long) period of mistrust and uncertainty is definitely setting in. Between inflation and rising rates, against a backdrop of heightened […]

Geopolitical weak signals : Trends in a changing world

BRICS + While the European continent seems to be living in tune with the delivery of arms to Ukraine and the political shockwaves caused by the conflict in our societies, this war is not having the same impact on other parts of the globe. The United States’ cries would have brought the world’s states to […]

Investments, trends and recommendations (May)

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 […]

Post-Midterms USA 2022-2024: The Emperor’s New Clothes

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 […]

Investments, trends and recommendations (Apr 2022)

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 […]

Calendar of the future (April-September): The world keeps turning…

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 […]

Investments, trends and recommendations (mar 2022)

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 […]

2024: Peter Thiel’s New American Right

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 […]

Investments, trends and recommendations (Feb)

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 […]

Agricultural Transition 2030: Climate is coming down to Earth

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 […]

Investments, trends and recommendations (jan)

Investments – The voice of reason In view of our booklet of trends and all the points of uncertainty we have identified, we would urge you to be careful about the two most extreme segments of the economy: hyper-innovation and zombie economics. When it comes to commodities, currencies, countries or companies, avoid betting everything on […]

Systemic shift: From Made in China to Powered by China

China’s economy weakened further in August 2021 after a fresh Covid outbreak curbed consumer spending[1]. To relaunch the economy after the Covid-19 crisis, the country continued its old-style supply boost by starting state sponsored projects and reinforcing factories to produce more and more. Yet, as data has shown, internal demand in China has not risen […]

Investments, trends and recommendations (dec)

Economy: Fleeing into the virtual //  Prices are rising while growth is not forthcoming and commodity prices are no longer even contributing to inflation. The quality of products and services is decreasing. The points of growth are running away towards a decentralised e-economy linked to the first steps of the Web 3.0. Will this e-economy […]

Assessment of our anticipations for 2021: 77% success rate

As we noted last year, the health crisis has accelerated all the systemic transformation projects that had been languishing hopelessly in the back of drawers of our governments and companies paralysed by routine. The GEAB’s job is to study trends, prospects for change and strategies that decision-makers are putting in place to prepare for them, […]

Investments, trends and recommendations (nov)

Bitcoin – Salvad’orisation Bukele, the young president of San Salvador, is rubbing his hands together at the rise in value of Bitcoin, which he adopted as his country’s official currency on September 7th. This unprecedented decision is turning the small country into an experimental lab, and specialists are flocking to observe and advise. The president’s […]

A new generation of traders: The new ‘values’ of young financiers

A new generation of traders has arrived in 2020 during the successive lockdowns. Although it does not change the rules of the game in the financial markets, it reveals a perception of the economy (macro and micro) that is very different from those of its elders. Thanks to the disintermediation of information and access to […]

February 2022: Towards an alignment of European and American monetary policies

The Covid crisis has put all central banks to the test, especially the European and American ones, which carry a significant share of the weight of the world economy on their shoulders. With inflation taking hold and growth timidly recovering, choices must be made. The ECB seems to have already made up its mind: keep […]

Investments, trends and recommendations (October)

Cash, gold, commodities and cryptos – A strong case  The above remarks reinforce our recommendations from last March “A short guide for investors in times of reflation/inflation“.[1] A new monetary system will soon be in place where fiat currencies will switch to ultra-fluid “exchange vehicles” such as digital currencies, a real monetary paradigm shift. If […]