Category: bitcoin

Gold-Yuan-Euro-Pound – Reserve value: Follow the central banks //  Crypto vs USA: War is declared! //  Cyber attacks: The worst is yet to come //  Towards an “Insurance Run”? //  Real estate: Prepare for the changeover //  Bonds are back: One investment opportunity (at least) //  __________________ Gold-Yuan-Euro-Pound – Reserve value: follow the central banks […]

Bitcoin: Take your profits //  Oil: The war //  T-bond: Big sale //  Investment: Real water //  New Tech: Forget AI… //  __________________ Bitcoin: Take your profits We have always said that violence and technology do not mix. Bitcoin’s safe-haven status is likely to come into play in a context of geopolitical tensions, de-dollarisation and […]

2023 – From dollar shortage to a multi-directional financial crisis… until better times are coming In support of our urgent recommendation to diversify in the face of a major financial shock, here is a brief description of the systemic phenomena at work behind the byzantine analyses of the current crisis. It does not give cause […]

Back to reality and the end of the cheap economy //  Bitcoin vs. other cryptos //  Real estate: A slump that can be taken advantage of? //  AI – Invest in your skills //  Elon Musk will most likely be the man of the year: All his companies are worth watching //  Back to reality […]

Gold, Bitcoin: Focus on traditional investments // Yen, the first pawn to fall? // End of combustion engines in 2035 // Oil: The rise continues Gold, Bitcoin: Focus on traditional investments For the markets, a (long) period of mistrust and uncertainty is definitely setting in. Between inflation and rising rates, against a backdrop of heightened […]

Financial markets: Back to reality // Cryptos: Seizing opportunities // Art Market: Options for all types of buyers // Lithium: Mining and processing, two different investments //  ______________________ Financial markets: Back to reality Netflix’s recent setbacks[1] in the financial markets and Saudi Aramco’s performance in overtaking Apple[2] as the world’s largest market capitalisation are two […]

Bitcoin & co continues to grow // Gold: Big uncertainties are favouring historical solutions // Property prices: Amsterdam, Paris, Stockholm, Zurich, Munich, Frankfurt at the end of the line // Norway: Market listing is not always the best option // _______________________ Bitcoin&co continues to grow The acceptance of Bitcoin, and more broadly of the various […]

Bitcoin – Salvad’orisation Bukele, the young president of San Salvador, is rubbing his hands together at the rise in value of Bitcoin, which he adopted as his country’s official currency on September 7th. This unprecedented decision is turning the small country into an experimental lab, and specialists are flocking to observe and advise. The president’s […]

Bitcoin: wait and see // Dollar: last opportunity // Stocks: floating bombs in sight! // Dollar versus tech stocks // Commodities: Bonanza! ______________________________ Bitcoin: wait and see Unsurprisingly, Bitcoin regained its luster over the summer. Governments on holiday gave it a free hand and it was able to follow its natural upward trend as a […]

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 […]

Prices: Inflation, inflation, inflation // Equity markets: Reversal for sure  // Taxes: What else?  // Bitcoin-gold: Decoupling  // _______________________________ Prices: Inflation, inflation, inflation // Whichever direction you look, inflation is showing its face. It is everywhere: in economic stimulus packages, in bond yield increases, in the reversal of monetary policies, in energy transition programmes, in […]

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. […]

– > Currencies: Landslide – > Oil: Fire-exposed – > Raw materials: Heavy stuff – > Big Tech: Turnaround in sight – > Pharma: Run away – > Beijing Olympic Games: Benchmark   Currencies: Landslide According to our team, there is little doubt to be seen in the downward trend of the US dollar in […]

It’s time to update our “money digitalisation” trend. If everything has taken the direction we anticipated two years ago, [1]  these experiments seem to have a hard time coming out into the open: . The digital Yuan is in the live-test phase in certain cities, such as Shenzhen – which as pilot-city is highly compatible […]

Physical currencies: Speculative tour  Currencies will lose value, but not all together. There are great opportunities within this volatile business environment for the more seasoned and agile among you. In general, currencies tied to the dollar will fall; while currencies pegged to the Chinese powerhouse and the euro will provide areas of currency stability. The […]

At the risk of repeating ourselves, but in order to fight against the absolute blindness of the media system with regard to the digital revolution – albeit programmed – of all the fundamentals of the economy and world finance, here is a small summary of where the international monetary system is heading by 2025-2030. Following […]

Digital data is the new black gold; the adage is familiar, but the stakes involved less so. With the COVID-19 pandemic, the world has achieved a two-year digital transformation within two months, says Satya Nadella, head of Microsoft. [1] In fact, the numbers are dizzying: before the health crisis, the Zoom videoconferencing platform had some […]

Insurances – The end of the system as we knew it According to Lloyd’s of London, the insurance industry will have to pay out $203 billion this year and professionals reckon that this pandemic represents the biggest catastrophe their sector has ever suffered. This economic crisis will be coupled with an existential crisis linked to […]