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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 […]

Energy 2020-2050: COP26 must map out the path towards an Intelligent Energy Future

Energy producers, distributors and investors worldwide are currently facing a triple whammy of falling demand, falling capacity and price wars that cannot fail to undermine the international corporate-based energy system that we have all come to rely on. Are countries doomed to repeat the errors of the past, or can the Green Movement work with […]

Investments, trends and recommendations (April 2020)

Businesses – Don’t expect a normal recovery in September! A growing proportion of economic and service players are aware of this, but it is worth hammering home the fact that we must anticipate that activity will not be able to resume in ex ante conditions in September. Therefore, everyone needs to take advantage of this […]

Will an ongoing price war bring us one step closer to the nationalisation 3.0 of Big Oil?

Is the US oil industry undergoing a significant shift in its relationship with its government, now accepting levels of influence or direct control that would have been unthinkable only a few months ago?  Are the large oil companies, and the supply of energy they oversee, now so important to national security that they must be […]

Soon, the GEAB edition of April – The Covid Crisis as seen in the year 2040

At a time when the monomaniac media is drawing a smokescreen in front of everyone’s eyes, the GEAB, as always, is focusing its radars on what is going on behind this screen to determine what kind of world is really emerging – rather than those that people are hoping for – reaffirming our characteristic principle […]

Investments, trends and recommendations (March 2020)

Markets/financial products – Do we really need to mention this?  You don’t need our insight to realise this, but for the sake of clarity: it’s time to stay away from the financial markets. The strength of the evidence for this says a lot about the psychology of investors and its outlook for the market. Don’t […]

As anticipated by our team, OPEC is exploding…

Russia’s recent defection to OPEC+ is causing oil prices to plummet and causing the collapse of OPEC, according to the Wall Street Journal. These latest twists and turns in the oil crisis and everything related to it are in line with our anticipations, as for example this one dated June 2018: For the past two […]

Spill-over section… items which we don’t have the space to develop, but which we definitely want to talk to you about…

Oil/Libya: War or US shale collapse? In Libya, General Haftar, mainly supported by the Americans, is not giving up. The reason is simple: he is acting under orders to block the oil wells of a country which is seeing its production collapsing, thus giving some support to the plunging prices of crude oil… and slowing […]

Investments, trends and recommendations (Jan 2020)

Bitcoin: Digital Gold The fairly sharp rise in the price of Bitcoin at the time of the Iranian-American crisis confirms the intuition we had in June: Bitcoin is acting as a safe haven. This observation leads us to recommend that you keep your Bitcoin, or even add moderately to them, in the light of the […]

Panorama 2020: 32 key trends

As we do every year, GEAB by LEAP is presenting a landscape of the key trends for the coming year. Besides the intellectual value of this LEAP contribution, which, of course, reflects many of the analyses of our researchers over the last few months, we aim to provide a better understanding of the main issues […]

Investments, trends and recommendations (Dec 2019)

Corporate: Watch your back!  The world is realigning itself according to its major regions. This trend, identified a long time ago by the GEAB and repeatedly validated, obviously doesn’t only concern government dynamics. It has direct consequences for companies as well. Particularly this one: don’t abandon your foundations! Certainly, a company needs to grow. And […]

Investments, trends and recommendations (Nov 2019)

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 […]

Investments, trends and recommendations (Oct 2019)

Monetary Policy – beware of the direction change The shift towards the green colour of the economic indicators linked to the reduction in trade tensions at the end of the year, combined with the rebellion against accommodative monetary policies expressed by major central bankers, suggest a proportional reversal of the trend, particularly in key interest […]

Investments, trends and recommendations (Sept 2019)

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 […]

Investments, trends and recommendations (Jun 2019)

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 […]

Oil – Surfing an ebbing wave

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 […]

Coming soon, the GEAB 136 (June). Synopsis

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 […]

Investments, trends and recommendations (Apr 2019)

– Smart cities: Fundopolis? – Human-friendliness: Back to basics – Oil: the fly in the ointment – Cryptocurrencies – Cake sharing – Uber – Cheese with holes – Fee-based Internet – Whose turf? – Autonomous vehicles – AI? Yes! But… – Coffee – A Brazilian hostile takeover Smart cities: Fundopolis? The modernisation of cities consists in […]