Category: Focus
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 […]
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 […]
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 […]
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 […]
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 […]
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, […]
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 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 […]
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 […]
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 […]
The dollar will collapse only if the United States decides to let it collapse. The country is now in a situation where it is getting closer to having to make that decision. Are the current threats of non-raising the debt ceiling designed to warn the world that this time is coming and that everyone must […]
Last August, Bernard Arnault (LVMH) overtook Jeff Bezos (Amazon) as world’s richest person.[1] The luxury giants have performed brilliantly on the stock market.[2] There is a lot of talk about the wealthy getting richer as a result of the Covid crisis as a direct explanation for this trend. But it is no longer the rich […]
Bitcoin: wait and see // Dollar: last opportunity // Stocks: floating bombs in sight! // Dollar versus tech stocks // Commodities: Bonanza! ______________________________ Bitcoin: wait and see Unsurprisingly, Bitcoin regained its luster over the summer. Governments on holiday gave it a free hand and it was able to follow its natural upward trend as a […]
In a few days, after 16 long years of rule, the ‘royal’ figure of Angela Merkel will no longer dominate Germany. The Chancellor will have conducted her country through a complicated historical period while taking on a role that shouldn’t have been hers: the leader of an EU in the midst of a storm. Calm, […]
Build Noah’s arks… quickly! As we have seen, there is something eminently Nietzschean about the visions[1] of the future emerging under the Anglo-Saxon revolution, in terms of sex, gender, family and reproduction.[2] Like Nietzsche, they[3] rejected the principles of Christian morality… even if, unlike Nietzsche, they conceived a kind of Christian anti-morality, an inverted Manicheism where […]
When anticipations are being regularly published, as is the case of the GEAB, “the future is already here” is a very innocent phrase. Although, it rarely resonates as eloquently as it does when we speak of the modification of the human genome: acquiring control over the DNA of an unborn person, i.e., controlling the biological […]