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Investments, trends and recommendations (Apr 2022)

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 […]

Investments, trends and recommendations (mar 2022)

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 […]

Investments, trends and recommendations (Feb)

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, trends and recommendations (jan)

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 […]

Investments, trends and recommendations (nov)

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 […]

Investments, trends and recommendations (sept 2021)

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 […]

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 […]