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Investments, trends and recommendations (Jan)

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 […]

Investments, trends and recommendations: 2023, the perfect storm

Companies: Wave of bankruptcies in sight // Derivatives: 2023, on the way to a subprime giga-crisis // Dollar: Shortage in sight // Lifebuoy: Low potential of diversification // _______________ Companies: Wave of bankruptcies in sight Everyone knows that the Fed’s rate hikes in particular are designed to slow down a pre-COVID19 overheating economy, yet totally […]

Investments, trends and recommendations (nov)

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 […]

Investments, trends and recommendations (oct)

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 […]

Investments, trends and recommendations (sept)

Stock market: storm in sight for banking stocks // EUR/USD: the fall continues // China’s property crisis: bankruptcies in sight… // Building materials: shortages are worsening __________________________ Stock market: storm in sight for banking stocks The eurozone banking sector, once again shaken to its foundations by the latest scandal, Cum-Ex files[1], is the subject of […]

Issues and strategies to rescue the global dollar in the era of the great monetary paradigm shift

The Fed published last month a timid report assessing the risks and opportunities of developing a central bank digital currency (CBDC).[1] The document, marked by caution and patience, insisted that it was by no means a launch announcement and that nothing would be undertaken without clear and strong government and public support. With sharp divisions […]

2022-2025 – Global Monetary Dislocation

The monetary paradigm shift initiated around 2014 by China as part of the dual trend of “multipolarisation + digitalisation” is now launched at full speed. The followed paths are various, leading mid-term (2022-2025) to a global monetary dislocation with four main categories mentioned further below. The end of capital immobilisation The economy needs consumers. States […]

A new generation of traders: The new ‘values’ of young financiers

A new generation of traders has arrived in 2020 during the successive lockdowns. Although it does not change the rules of the game in the financial markets, it reveals a perception of the economy (macro and micro) that is very different from those of its elders. Thanks to the disintermediation of information and access to […]

February 2022: Towards an alignment of European and American monetary policies

The Covid crisis has put all central banks to the test, especially the European and American ones, which carry a significant share of the weight of the world economy on their shoulders. With inflation taking hold and growth timidly recovering, choices must be made. The ECB seems to have already made up its mind: keep […]

Towards the Very Big Humanitarian Crisis (coming soon, the November issue of the GEAB)

Even if there are still reasons for hope on the global horizon and the paths to reinventing a functional model are showing up on all sides, the world still has some dramatic stages to go through, according to our team. The previous model was particularly based on growth, but growth is primarily demographic. For many […]

Dollar: Time is running out

The dollar will collapse only if the United States decides to let it collapse. The country is now in a situation where it is getting closer to having to make that decision. Are the current threats of non-raising the debt ceiling designed to warn the world that this time is coming and that everyone must […]

Investments, trends and recommendations (Jun 2021)

Cryptocurrencies – Caught in the crossfire // Sport – Big changes ahead // Inflation/currencies – The great waltz // Consumption – After the greenwashing, here comes the localwashing // Oil – Change on the horizon in Venezuela  ______________________________ Cryptocurrencies – Caught in the crossfire The crypto war is getting organized. On one side: rich states, […]

Consequences of US stimulus on emerging economies: an Indian perspective

The author of this analysis is an Indian member of our network of contributors. He casts an emerging country’s glance on these huge American stimulus plans. The over $5 trillion stimulus plans signed by US Presidents Donald Trump and Joe Biden are aimed to boost consumer confidence, rebuild infrastructures and fuel the US economy to […]

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 […]

Through the Looking Glass – Overview in 34 Trends for 2021

After the year of “reflection” that the long Covid break of 2020 has provided humanity,[1] Year One of the World After, or the “Digital Age”, takes us on a trip “through the looking glass”.[2] Lewis Carroll’s Through the Looking Glass was written as a sequel to Alice in Wonderland in 1871, the year the German […]

Investments, trends and recommendations (Dec 2020)

-> Monetary system: The reset is approaching fast -> Bitcoin: Indecision -> US Dollar: It’s all gone wrong -> Financial values: Making the right choices -> Ryanair/Airbnb and alike. Watch out -> Raw materials: Close up on … lithium   Monetary system: The reset is approaching fast For the past two years, we have been […]

Practical investment recommendations

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 […]

The IMF and Washington’s South American politics

(what the GEAB said in September 2019) In reality, the IMF is not up to the refinancing challenge implemented by its creators. Indeed, how can it face the 22 trillion US public debt and repeated threats of US non-payment? Nor is it able to cope with the debt problems of the major European states or, […]