Disclaimer: The recommendations below are the result of a systemic anticipation approach specific to the GEAB. They do not represent personalised financial advice or investment incentives. In a context of high volatility and global transition, all investors are solely responsible for their decisions We recommend cross-checking these analyses with other sources and, if necessary, consulting a licensed professional.
RECOMMENDATIONS
Commodities: Keep an eye on oil prices
Whether or not the Strait of Hormuz reopens, we believe oil prices will not remain at current levels for long. This new oil shock is not only a major brake on economic activity, leading to an inevitable stabilisation – at the very least – of prices, but above all it is accelerating all projects for the transition to all-electric vehicles: Uber is offering $4,000 bonus to its US drivers who switch from petrol to electric, and sales of electric lorries are skyrocketing in China… Finally, the subprime crisis began with crude oil at $130 a barrel, but that did not, of course, last.
Defence: Czechoslovak Group (CSG), the rising giant Login
EDITORIAL As a political priority, climate change has lost momentum in the last years, not least as hard security concerns have taken centre stage. But climate change, and wider environmental [...]
VISION Mr. Adrian Taylor is a strategy and foresight consultant, specialised in helping clients understand the changing business environment, and developing their own strategies through participative methods. His boutique consulting [...]
ANALYSIS On 30 March, we issued a “warning” regarding US Treasury auctions that were likely to fail around 8–9 April. Poor sales – meaning that US debt can no longer [...]
RETRO-ANTICIPATION Twenty-nine years ago, Prof. Mihai Nadin, in his book The Civilization of Illiteracy, described the end of literacy. Reading and writing in what is called natural language. Reading and [...]
WEAK SIGNALS Geo-agriculture: From adaptation to systemic exhaustion During one of his recent radio appearances, agroclimatologist Serge Zaka spoke of a form of ‘great replacement’ - applied to living organisms, [...]
