Uncovering false evidence is one of the missions of the GEAB team. At a time when the European Elections campaign is slowly starting to take off, bringing the migration issue in the forefront, it seems appropriate to take a more detached look at this subject. No, migration flows from Africa to Europe are not expected […]
A reminder that our recommendations are not for speculative purposes, therefore short-term, that they don’t aim to win more, but rather to lose less (even nothing) because in the case of a global systemic crisis like the one we are currently seeing, it’s the only rational objective. – Hong Kong: The harbour is under water […]
For the last hundred years the US dollar has fulfilled the role of an international reserve currency, smoothing international trade and providing liquidity to the financial markets in times of crisis. With many commentators now questioning the long-term security of dollar debt, are we seeing the beginnings of a shift to a new reserve currency […]
The latent financial crisis, the invention of a new world monetary system, the world being shared between China and the United States, American military withdrawal, European disintegration, civil wars and border tensions, the reorganisation of the world map; we don’t know where to look first in the gigantic global reshuffle that is underway. The common […]
For most of recorded history, gold has been the central sign and store of wealth and the more abundant silver has been the coinage of the people. This continued as the basis for sound money right up until the start of the 20th century. Gold bullion was held as bars by national banks and silver […]
A reminder that our recommendations are not for speculative purposes, therefore short-term, that they don’t aim to win more, but rather to lose less (even nothing) because in the case of a global systemic crisis like the one we are currently seeing, it’s the only rational objective. – Gold-Cryptor: patience! – Cryptocurrencies: a blank year […]
Of course, there is this temptation of reverting to national or regional levels. However, there is also the Internet that connects the world lastingly. As a matter of fact globalized human society is trying to find solutions between maintaining open participation in the world, refocusing on regions of economic activity, reinventing national added value, and […]
The gradual disappearance of the previous world order’s straitjackets of stability (international organisations, treaties, alliances, various regulations…) is becoming alarming. Will this alarm act as a spur or will it turn out to be a bad counsellor? With the US-Russian exit from the Intermediate-Range Nuclear Forces Treaty (INF), uncertainties surrounding US-China trade negotiations, the new […]
Bullion and Jewellery For centuries, gold coins and jewellery have been used as small-scale private investments and, for many people today, they remain a good place to start. It must be noted that new purchases may be subject to VAT and both purchases will carry a considerable mark-up on the daily spot gold price. However, […]
What international role does gold play today and do recent market trends and new avenues for investment reaffirm the case for including gold in a balanced portfolio? With the holiday season over and stock markets around the world still reeling from a volatile end to 2018, many investors will be wondering where best to store […]
It is time to get rid of Western Sovereign Bonds Following the previous article on the topic of US Treasuries, it seems clear to our team that it is best to avoid US government bonds at the moment. In fact, there are some more reasons we recommend that you sell all your Western states bonds. […]
Gold: Stand still Great caution is required on all fronts now that Mr Trump has been elected as president. This principle will transversally mark every one of our recommendations. The gold price chart continues to tell us that we are correct – against all the intuitions from media experts – because, despite a brief rise […]
Infrastructure versus sovereign bonds We have repeatedly emphasised this before: Donald Trump’s campaign promises and the probable launch of “fiscal QEs” in Europe and in the US, offer a bright future for infrastructure investments. There is no doubt that construction companies have a fabulous opportunity here and will benefit from it. Any investment in this […]
Oil: counter-direction The day the coalition around Saudi Arabia announced a cut of diplomatic relations with Qatar, risking the “koweitisation” of the latter, the oil prices… collapsed. This is not the first time we have noticed that outbreaks of conflict are no longer causing price surges. This fact validates the axes we have been following […]
Peer-to-peer economy 0 – Traditional Economy 1 In this GEAB bulletin the article dealing with the Airbnb and similar businesses shows that the “traditional” economy has not yet said its last word, although the peer-to-peer economy as a whole has a very bright future. A few years ago or even recently it was particularly wise […]
– Oil – don’t count on it! – The dollar – deals to make? – Gold – not like the rest – Loans – urge you on! – Savings – keep them safe! – Business initiatives – an expiry date! – Automobile sector – a model for the future Oil – don’t count on it! […]
Cryptocurrencies lie at the centre of many of the questions being asked by individuals, companies and market authorities, and therefore by nation states. Their position within the economic environment is becoming more and more important for several related reasons: The large investments made by those people who consider cryptocurrencies safe havens or speculative tools The […]
The future is full of factual data on which must be based anticipations that shed light on our decisions. That’s why, once a quarter, our team shares with GEAB readers this ‘raw’ data of its work in the form of an annnotated calendar for the next three months; a calendar which everyone can adapt to […]