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Investments, trends and recommendations (mar)

War has a long future ahead of it In line with our article on Europe and Ukraine, we believe that the defence industry has a long and bright future ahead. And as Europe’s strategy to revive the industry will benefit the sector’s majors in the short term, we can only advise you, with a touch […]

Investments, trends and recommendations (Jan)

Bitcoin: Double-edged institutionalisation The United States’ recognition of Bitcoin’s legitimacy via the ETFs[1] will be a double-edged sword: it will consolidate the Bitcoin’s value and status in the short term[2]; in the long run, on the other hand, it could result in the United States taking control of this crypto. In terms of recommendations, we […]

Foodflation: A conjunctural issue with a systemic impact

The four pillars of food security (availability, access, use and stability) are currently being shattered by the global situation (explained in detail below) and soon, we will be paying more for just about everything. Whether it comes to eating in or out, as all food prices are predicted to increase: foodflation[1] (food prices bubble) is […]

2022, building sector and real estate: No more wasteful spending

The economic scissors are closing in on the global construction sector. The good old economic model based, to a very large extent, on new construction will soon no longer be sustainable, while another model, based on a more pragmatic approach (maintenance and renovation of existing buildings), is not yet in place to take over. As […]

Global Economy 2022: What if growth is not forthcoming…

The IMF has already started to revise downwards its 2021 growth projections: for the US (from 7 to 6%)[1], Asia (from 7.6 to 6.5%)[2], the Eurozone (from 5.4 to 5%)[3], and the world (from 6 to 5.9%).[4] As seen in our article on the central banks, the Western financial administration is bent on continuing unconventional […]

Luxury: A future-proof business model

Last August, Bernard Arnault (LVMH) overtook Jeff Bezos (Amazon) as world’s richest person.[1]  The luxury giants have performed brilliantly on the stock market.[2] There is a lot of talk about the wealthy getting richer as a result of the Covid crisis as a direct explanation for this trend. But it is no longer the rich […]

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, […]

Investments, trends and recommendations (April 2021)

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 […]

Europeans on alert! Major uncertainties across the Atlantic (recovery plan, inflation, defence)

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 […]