Category: cryptos
Oil: Break the prices and we’ll break you Expensive oil will be the norm in 2024. The GEAB has always believed that the arrival of the United States as the world’s leading oil producer would be short-lived due to a lack of sustainable reserves. The fracking sector is in crisis and private operators are buying […]
Wealth management – What should Europeans do? // Investments – Find the exit // Tax havens – New horizons // Real Estate – Save yourselves // Commodities – Beware // Paris – Between Emily and Amélie // Wealth management – What should Europeans do? Between taxes, inflation, low wages, the looming real estate crisis, gold […]
Currencies – Storm warning // Dollar – Earlier than expected // Sterling pound – Forever // Euro – Hard to foresee // Cryptocurrencies – Much ado about nothing // Gold – Towards a simple commodity // Cash – Keep it in mind… // Emerging markets – don’t get locked in // ________________ Currencies – Storm […]
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 […]
Commodities – Questioning our certainties // Energy – Market fragmentation // Cryptocurrencies – Counterintuition // Dollar – Transmutation // Real Estate – Attention // Art – “Beauty will save the world” (Dostoyevsky) // Commodities – Questioning our certainties Energy and commodities are already at their highest point and, in our opinion, with no real room […]
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 […]
Cash, gold, commodities and cryptos – A strong case The above remarks reinforce our recommendations from last March “A short guide for investors in times of reflation/inflation“.[1] A new monetary system will soon be in place where fiat currencies will switch to ultra-fluid “exchange vehicles” such as digital currencies, a real monetary paradigm shift. If […]
Commodity markets’ upcoming revolution Growing trade conflicts and de-globalisation within the commodity markets will trigger a rewrite of many COMEX pricing contracts and a resurgence in regional exchanges by 2025. For the last 20 years, the international pricing of key commodities has been driven by the growing market in futures contracts. Today, as many prices […]
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 […]
Businesses – Don’t expect a normal recovery in September! A growing proportion of economic and service players are aware of this, but it is worth hammering home the fact that we must anticipate that activity will not be able to resume in ex ante conditions in September. Therefore, everyone needs to take advantage of this […]
Many people will see their dreams of radical change disappointed. Yet there will certainly be change! You don’t need to be an eminent guru to understand that the 8 trillion dollars to be injected into the world economy that the G20 leaders have announced,[1] in addition to the 250 trillion dollars of world debt accumulated […]
Markets/financial products – Do we really need to mention this? You don’t need our insight to realise this, but for the sake of clarity: it’s time to stay away from the financial markets. The strength of the evidence for this says a lot about the psychology of investors and its outlook for the market. Don’t […]
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 a safe haven. This observation leads us to recommend that you keep your Bitcoin, or even add moderately to them, in the light of the […]
The immense stagnation of a eurozone trapped in a crumbling EU has caused many missouts. But two game-changers are shaking the monetary union from its lethargy. We are speaking of: Facebook’s announcement of the launch of its virtual currency, the libra, which has created panic among state officials and, at least for the time being, […]
Aramco’s IPO: another game-changer Saudi Aramco is a wonderful illustration of the problem that we see beginning to be solved in 2020 with the establishment of a new monetary and financial system – the old one being no longer in line with the global economy of the 21st century. Since 2018, we have regularly heard […]
We have been anticipating the arrival of central bank digital currencies (CBDCs) for a year.[1] And it was Christine Lagarde’s speeches at the IMF last November, in particular, that encouraged us to do so. Inevitably, Christine Lagarde’s appointment as head of the ECB indicates that this type of agenda is likely to be accelerated in […]
Social unrest is beginning to be perceived by the financial markets and economy as a possible trigger for the famous 2020 crisis: Demonstrations, increased public debt, budgetary crises, the redirection of debt from private to public, austerity, loss of confidence of economic and financial players, bankruptcies etc… In a context of economic slowdown, rising discontent […]