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Investments, trends and recommendations (Mar 2018)

– ICOs: Be agile, but well informed – NEOM: The key to a new Middle East citizenship? – Oil: Beware of dollar fluctuations – European arms industry: All the way, with military QE ahead ICOs: Be agile, but well informed As we have seen in this issue of the GEAB, ICOs (Initial Coin Offerings) allow […]

The armies of the Almighty Dollar to the rescue of the US indebtedness-financing system

The arrival of the petro-Yuan is of course the end of the dollar as a pillar of the international monetary system and thus the end of the unavoidability of the dollar, a national currency that the vagaries of history have led to support the global economy, which are currently too heavy for it. Since there […]

The Great Petro-Yuan Temptation

The world’s biggest oil importer, China is preparing to launch gold-backed Yuan-denominated oil futures, possibly creating the most important Asian benchmark in the oil sector, allowing oil exporters to switch from US dollar-denominated assets by transactions in Yuan[1]. To make the Yuan-denominated contracts more attractive, China plans to have the Yuan fully convertible into gold […]

United States: The temptation of a "Military QE"

The Fed ended its QE three years ago already and, since then, it had simply maintained its stock by reinvesting the amounts of maturing bonds into new bonds[1]. However, since October, this has come to an end too and the Fed has started to diminish the bond stock it had acquired in order to support […]

Currencies, armies, oil: Extensive repositioning of major world players

Following the removal of the last of the bolts imposed by the previous world order[1], and in line with our anticipations, vast amounts of until now restrained transforming energy are now being released along paths that have long been marked out but were previously forbidden. The challenges raised by this transition are immense, but the […]

New Finance: Eyes on ICOs

In the next five years, the ICO (Initial Coin Offering), which currently looks like a micro-phenomenon in the sphere of fundraising, will be an essential means for structuring a company on a sustainable basis. Turn lead into gold Halfway between crowdfunding and traditional fundraising IPO (Initial Public Offering), ICO is a new tool allowing companies […]

Turkish Elections – The impossibility of chaos in Turkey

We have repeatedly analyzed that only the regional powers would be able to restore calm in the Middle East and resolve the Daesh issue, the common enemy on which (almost) everyone has agreed. However, we have stated that the US or Russian interventions would only have the effect of exacerbating tensions. Repeatedly missed opportunities Suffice […]