Home Investments, trends and recommendations (May 2021)

GEAB 155

The monthly bulletin of LEAP (European Laboratory of Political Anticipation) - 15 May 2021

Investments, trends and recommendations (May 2021)

Crypto-currencies: Maximum mistrust // Dollar : Standardisation // Technology stocks: Too virtual // Iron ore: Volatility in sight // Oil: Agility, security // 

If the “back to basics” trend that we have been observing for several months starts to dominate, as our research on energy and commodities seems to suggest, here is a new set of recommendations, completing and modifying in some aspects our “small guide for investors in times of reflation” (GEAB of March). The main difficulty we draw your attention to is guessing when the current commodity price surge (profit opportunities) will break the recovery dynamics (risks of heavy losses).

Crypto-currencies: Maximum mistrust 

Of course, crypto-currencies still appear to be a solution to the generalised currency crisis that our analysis suggests. And as we have already noted, since digital central bank currencies are not ready for another 4-5 years, it is the cryptos that seem to be able to play the role of salvation boards. But we also noted that this development was a huge risk for states that might react. Turkey has sent the first signal of weakening

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Contents

The post-Covid world is multipolar, with at least three of the major poles competing for mineral resources and industrial production. Until recently, this competition was mainly reserved for the western [...]

Our universe is an ever-changing web of abundant energy, it is a central aspect of life and all human activity. Yet if we see energy through the lens of our [...]

To tackle a subject as complex as energy, the LEAP teams called on the collective intelligence of the GEAB, through the GEAB Café of 20 April, and the active participation [...]

The price of the 2nd most traded commodity (oil being number one) is soaring. At a time of recovery and infrastructure plans, and illustrating the "back to basics" trend, iron [...]

One piece of business news with political significance: French and Italian media giants Vivendi (Bolloré) and Mediaset (Berlusconi) are throwing in the towel on their differences, each going their own [...]

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