Category: investments

Eurozone: State bankruptcies on the horizon? Stagflation, recession, rising credit costs, unemployment… the negative signals are multiplying for the eurozone economies. As the end of the year approaches, these indicators are going to hit the headlines and it is going to become increasingly complicated for governments to put on a brave face. The direct consequence […]

Wealth management – What should Europeans do? //  Investments – Find the exit //  Tax havens – New horizons //  Real Estate – Save yourselves //  Commodities – Beware //  Paris – Between Emily and Amélie //  Wealth management – What should Europeans do? Between taxes, inflation, low wages, the looming real estate crisis, gold […]

Bitcoin & co continues to grow // Gold: Big uncertainties are favouring historical solutions // Property prices: Amsterdam, Paris, Stockholm, Zurich, Munich, Frankfurt at the end of the line // Norway: Market listing is not always the best option // _______________________ Bitcoin&co continues to grow The acceptance of Bitcoin, and more broadly of the various […]

Commodities – Questioning our certainties //  Energy – Market fragmentation //  Cryptocurrencies – Counterintuition //  Dollar – Transmutation //  Real Estate – Attention //  Art – “Beauty will save the world” (Dostoyevsky) //  Commodities – Questioning our certainties Energy and commodities are already at their highest point and, in our opinion, with no real room […]

Meta/Facebook: Complications in sight Mark Zuckerberg’s life has never been more complicated. Even he is questioning his free advertising-based model[1] and is moving towards a Netflix-like model. Officially, he is facing a crossfire of regulations, a shrinking subscriptions base, the arrival of Web3 challenging all his fundamentals, and more recently the loss of a quarter […]

Investments – The voice of reason In view of our booklet of trends and all the points of uncertainty we have identified, we would urge you to be careful about the two most extreme segments of the economy: hyper-innovation and zombie economics. When it comes to commodities, currencies, countries or companies, avoid betting everything on […]

Bitcoin – Salvad’orisation Bukele, the young president of San Salvador, is rubbing his hands together at the rise in value of Bitcoin, which he adopted as his country’s official currency on September 7th. This unprecedented decision is turning the small country into an experimental lab, and specialists are flocking to observe and advise. The president’s […]

Bitcoin: wait and see // Dollar: last opportunity // Stocks: floating bombs in sight! // Dollar versus tech stocks // Commodities: Bonanza! ______________________________ Bitcoin: wait and see Unsurprisingly, Bitcoin regained its luster over the summer. Governments on holiday gave it a free hand and it was able to follow its natural upward trend as a […]

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, […]

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 […]

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 […]

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. […]

– > 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 […]

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 […]

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 […]

-> 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 […]

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 […]

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 […]