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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 (May 2021)

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 […]

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 […]

Investments, trends and recommendations (Mar 2021)

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. […]

Investments, trends and recommendations (Febr 2021)

– > 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 […]

What future for Bitcoin if inflation occurs in 2021?

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 […]

Agriculture 3.0: Business and Investment Opportunities

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 […]

Investments, trends and recommendations (Dec 2020)

-> 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 […]

Investments, trends and recommendations (Nov 2020)

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 […]

Mid-November: International Summits Congestion

In the week we publish GEAB there are some very big events that we have to bring to your attention: 12-16 November: ASEAN summit / Vietnam. The debates focus on the immense risks that US-Chinese tensions pose to the region. 13 November: G20 / Saudi Arabia.  The indebted countries of the G20 agree to lift […]

Financial Markets in Turmoil, Endemic Violence, Stabilisation Needed: What Will the Next Catastrophe Be?

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 […]

Investments, trends and recommendations (Oct 2020)

Recommendations: Treasure hunt This issue is packed with investment recommendations. Car sector, raw materials, technology stocks… we suggest you read it carefully then go on a treasure hunt! Samsung: Temporary mistrust The current economic and strategic rapprochement between the Chinese and South Korean leaders[1] makes us fear American reprisals. One can imagine that it will […]

Commodities: Towards an unsustainable volatility…

For the last 20 years, the international prices of many commodities have been set within a framework of globally recognised futures and spot contracts. Today, as many contracts detach from the delivery of the underlying physical commodity, volatility is surging on the back of QE and a host of new retail speculators have entered the […]

Investments, trends and recommendations (Sept 2020)

Commodity markets’ upcoming revolution Growing trade conflicts and de-globalisation within the commodity markets will trigger a rewrite of many COMEX pricing contracts and a resurgence in regional exchanges by 2025. For the last 20 years, the international pricing of key commodities has been driven by the growing market in futures contracts. Today, as many prices […]

Bridging the gap to renewables

Many renewable energy sources have seen a dramatic increase in both their cost efficiency and their uptake by developed and developing economies. [1] European countries have done particularly well, with some exceeding their 2020 target during 2018. Yet, despite this, such sources can still only provide a small fraction of our total energy requirements and […]

Special E-International Monetary System 2025 Recommendations

At the risk of repeating ourselves, but in order to fight against the absolute blindness of the media system with regard to the digital revolution – albeit programmed – of all the fundamentals of the economy and world finance, here is a small summary of where the international monetary system is heading by 2025-2030. Following […]

Investments, trends and recommendations (Jun 2020)

Oil: Displacement of another centre of gravity China, the largest importer of oil, is about to finalise the security of its energy supply system. Its strategy is based on the diversification of resources (nuclear in particular), but as oil remains key to the stabilisation of the world economy, there is no question of leaving it […]

The World After: The emergence of the Sovereign Digital Citizen

Digital data is the new black gold; the adage is familiar, but the stakes involved less so. With the COVID-19 pandemic, the world has achieved a two-year digital transformation within two months, says Satya Nadella, head of Microsoft. [1] In fact, the numbers are dizzying: before the health crisis, the Zoom videoconferencing platform had some […]