Category: investment
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 […]
– Air transport in Europe: Don’t bet your shirt on this – Yuan: Quick!! – Dollar: Discount on US staff! – Gold: Back to the standard _____________________________ Air transport in Europe: Don’t bet your shirt on this Low-cost airlines are being forced to cut more and more services that large companies are able to provide […]
Silver has always stood the test of time, coming back as a winner, whether as an essential commodity or as a valuable investment. Since ancient times it has been the money of the people, used for trade, salaries and savings. While gold signified wealth and power, silver was the coinage of daily life and commerce. […]
We live in an exciting time when elation over long-awaited change is mixed with fear of the risks involved. Our anticipation concerning the reorganisation of the Middle East through the annexation by Israel of at least part of the occupied territories is in the process of validation: Netanyahu has now clearly announced it and everything […]
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, […]
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 […]
Have you noticed that all the efforts to regulate debt, derivatives, banks etc., made following the subprime crisis and meeting with varying degrees of success over the last ten years, are currently systematically undermined, including by the most serious players in the financial system? Here are some examples: On the public debt side, the United […]
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 […]