Category: finance
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 […]
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 […]
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 […]
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 […]
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 […]
The price of the 2nd most traded commodity (oil being number one[1]) is soaring. At a time of recovery and infrastructure plans, and illustrating the “back to basics” trend, iron ore is the object of all sorts of lusts. While some incumbent interests prefer to optimise their margins by letting prices rise, others are working […]
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. […]
After years of depressed prices as a result of short selling[1] and the distraction of cryptocurrencies, the silver price is currently showing improved strength – even while it continues to be buffeted on all sides by contrary winds. The white metal has recently benefitted from a dramatic surge in interest, with prices climbing to levels […]
– > 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 […]
In March 2019 our teams published a Reader’s Digest of the anticipations found on the net with the first key date of 2020 for which some analysts had announced the next global crash. A crash that did not happen (in line with our doubts in this regard). Admittedly, from the beginning of the year, Covid-19 […]
In our January Panorama of trends for 2021,[1] we mentioned that the US was the main question mark on our map of the future. Part of this dark spot was coming from the fact that Joe Biden had not even taken office on January 15 and it was yet difficult to grasp the reality of […]
As we have already stated in various issues of the GEAB[1], agriculture as we know it is undergoing remarkable change. While we often see farming as a rural, analogue activity, there is a shift of perception of “food” among populations worldwide and we are starting to see that intricate connection between field and city-dweller’s plate […]
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 […]
-> 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 […]
Material wealth: give nothing away Tomorrow’s world will be digital, that’s for sure. But not before it has been regulated, organised and controlled. As things stand today, there are too many dangers hanging over this ecosystem – soon to materialise, as we see in this issue – for us to entrust our goods and wealth […]
Even though the world is still counting its Covid deaths and assessing the consequences of this crisis onto its financial markets, economy and society, perhaps it is already time to wonder whether a second rogue wave is not already forming on the horizon, ready to sweep away the old Western socio-economic model next year. Contrary […]
As the media heralds the Democrat candidate’s victory in the US presidential election, Europe is going through another of the great hallucinations that we described last month in the GEAB: “Under Biden, America is back and the world is saved!” And the good news is piling up, starting with the discovery of a miracle vaccine by […]