GEAB 155
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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