GEAB 153
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. While the ECB may pretend to want to control the bond yield curve, in the end, its purpose is to save the euro rather than the financial markets and the zombie economy. Especially if its debt purchases are not enough to curb the rise in interest rates. In the context of inflation, the most important thing to avoid is technology stocks, where we believe that the conditions for the bubble to burst are more or less in place (it’s no coincidence that Musk bought Bitcoins).
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