Home Les bulletins GEAB GEAB 132 Investments, trends and recommendations (Feb 2019)

GEAB 132

The monthly bulletin of LEAP (European Laboratory of Political Anticipation) - 15 Feb 2019

Investments, trends and recommendations (Feb 2019)

A reminder that our recommendations are not for speculative purposes, therefore short-term, that they don’t aim to win more, but rather to lose less (even nothing) because in the case of a global systemic crisis like the one we are currently seeing, it’s the only rational objective.

– Gold-Cryptor: patience!
– Cryptocurrencies: a blank year
– Telecom Operators: Watch out for 5G!
– Oil: blip in sight
– Internationalisation of the euro: don’t rely on it too much
_______________________________

Gold-Cryptor: patience!

With two articles on gold in two consecutive issues, our readers might think we recommend buying gold or cryptor. This is not quite the case…

  • For gold, we keep repeating, as we have done for 13 years now, not to let go of acquisitions already made. If you do not have any, the current low rate should encourage you to give your small personal reserve a boost, the way the central banks are doing.
  • On the other hand, with cryptogold, we recommend you take the greatest care, while keeping an eye on developments in these early experiments.

Figure 1 – Gold price for the last 12 months. Source: GoldPrice.

Cryptocurrencies: a blank year 

The caution required concerning cryptor, as long as states are not seriously involved, also applies to cryptocurrencies in general. The latest adventure in this field, perfectly designed to keep potential users away from cryptocurrencies, is, of course, the incredible case of the death of the QuadrigaCX boss taking to his grave the access codes for 260 million dollars belonging to about 115000 users![1] The question of regulation lies at the heart of cryptocurrencies, as we mentioned before. That said, it is also in this experimental phase that there are deals to be made if you are willing to play… and take care!

Telecom Operators: Watch out for 5G!

5G is coming![2] And with it, a new phase of development of the datasphere that will lead us straight to the Internet of Objects (where, after communicating with one another, then with our objects, the objects themselves will begin to communicate with one another) with applications like the highly anticipated automatic vehicles, home automation etc. This stage of development will also open up huge prospects for virtual reality. It’s not just games that will become life-size, but also concerts, shows, exhibitions, historic cities, nature, history, space…: all this will be invited into our living rooms, viewed from behind our masks, helmets or glasses, connected via our mobiles. So many playgrounds for tomorrow’s start-ups and future billionaires! But this new phase of disintermediation is not paved only with good news.

Comments

To leave a comment sign up now
In summary

The gradual disappearance of the previous world order’s straitjackets of stability (international organisations, treaties, alliances, various regulations...) is becoming alarming. Will this alarm act as a spur or will it [...]

To be able to advance in a complex world that is in full transition, it is helpful to have a GPS system. This triannual calendar of future events is one [...]

Of course, there is this temptation of reverting to national or regional levels. However, there is also the Internet that connects the world lastingly. As a matter of fact globalized [...]

In 2014, in the context of the partly energy-motivated Ukrainian crisis, European citizens became aware that 63 years after the signing of the ECSC Treaty (which, forming the basis of [...]

Have you noticed that all the efforts to regulate debt, derivatives, banks etc., made following the subprime crisis and meeting with varying degrees of success over the last ten years, [...]

Related articles
Geta Grama-Moldovan
15 Jan 2020

Investments, trends and recommendations (Jan 2020)

#cryptos #euro #finance #investments #oil #rawmaterials

Bitcoin: Digital Gold The fairly sharp rise in the price of Bitcoin at the time of the Iranian-American crisis confirms the intuition we had in June: Bitcoin is acting as [...]

Geta Grama-Moldovan
15 Jan 2020

Panorama 2020: 32 key trends

#euro #europe #finance #geopolitics #multipolarworld #oil #rawmaterials

As we do every year, GEAB by LEAP is presenting a landscape of the key trends for the coming year. Besides the intellectual value of this LEAP contribution, which, of [...]

Geta Grama-Moldovan
15 Dec 2019

Investments, trends and recommendations (Dec 2019)

#euro #finance #investments #oil

Corporate: Watch your back!  The world is realigning itself according to its major regions. This trend, identified a long time ago by the GEAB and repeatedly validated, obviously doesn’t only [...]