Category: investment
Economy: Fleeing into the virtual // Prices are rising while growth is not forthcoming and commodity prices are no longer even contributing to inflation. The quality of products and services is decreasing. The points of growth are running away towards a decentralised e-economy linked to the first steps of the Web 3.0. Will this e-economy […]
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 […]
Excerpt : GEAB 94 / Apr 2015 The Greek crisis is about to end… and it won’t be a European cheque which saves it but the fact that Greece is about to find the money to pay off its debt itself. Russia? The US? … Lack of political will to save Greece Since 2009 the […]
The pandemic curves are flattening, European countries are slowly emerging from the containment phase and a new landscape is about to be revealed, whose main features we will try to glimpse to help you find your way more quickly and effectively in this “world after”. The task is threefold: to identify the major societal trends […]
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 […]
Is the US oil industry undergoing a significant shift in its relationship with its government, now accepting levels of influence or direct control that would have been unthinkable only a few months ago? Are the large oil companies, and the supply of energy they oversee, now so important to national security that they must be […]
After two months focused on the turn of the year (a review of 2019 in December and a preview of 2020 in January), in this next issue we will broaden our outlook. Our team takes a sombre look at the decade ahead. After 20 years of a “crisis of the future”, we believe that 2020 […]
At the dawn of this focal point of transformation that is the year 2020, and before we look at what it might hold for us, it is important to check, as precisely as possible, whether we are still on the right track in our interpretations. Over the 13 years that it has been in existence, […]
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 […]
Finance – First openings in the Chinese market Our investment recommendations on the Chinese financial market are not easy to follow due to lack of accessibility. However, gradually the Chinese financial market is opening up to the outside world and the first trading platforms are on the horizon. During our research in Hong Kong, we […]
In ten years’ time, if the digital currencies of central banks become widespread, the role of monetary issuance which began to escape from them nearly fifty years ago[1] should come back to them via the recovery of the power of transaction. (“What if, instead, central banks entered a partnership with the private sector—banks and other […]
Air transportation: Turbulence zone We have already warned against the risk of crisis in this sector (aircraft manufacturers, airline companies and infrastructure). In fact, the crisis is already well under way, as shown by the difficulties Boeing has encountered, the challenges to the Airbus-Boeing duopoly following the emergence of Asian competition, the crisis of low-cost […]
Crypto-currencies: Gold 2.0? With the greatest caution, playing the diversification and flexibility game to reduce possible risks, we advise you to start investing in the cryptos that now have safe-haven characteristics. Nevertheless, beware when you see things go up or down too quickly and keep a close eye on announcements by the major governments and […]
We are now well into the fifth – and probably last – wave of the oil era. All the conditions needed for us to leave behind our oil dependency are now in place: an anticipation of the exhaustibility of the resource, an awareness of environmental issues, the presence of new economic players sufficiently independent of […]
The momentum for change is simply breath-taking, as we shall see in this next issue of the GEAB: the invention of new financing systems, the restructuring of the digital world, new phases in the artificialisation of the land, the establishing of the exit from the oil era… The strongest players in the world system, those […]
Investing in silver is not something that all retail investors will immediately consider. The reasons often given for holding back are the high volatility together with some uncertainty as to which investment model one should follow. Is silver a commodity (often projected to fall in price during economic slow-downs) or a currency more akin to […]