Global Analysis from the European Perspective. Preparing for the world of tomorrow




Government bonds or shares are all rubbish. What to invest in?

The answer is not easy. Bill Gross, the founder of Pimco and “king of government bonds”, predicts that the yield on US 10-year bonds will rise to 2% next year. This would mean the 3% loss for investors at the current inflation rate. The dynamics of demand and supply also point to the further fall in the prices of US government bonds (rise in yield). Today, the FED is buying 60% of all US bonds as part of its quantitative easing, but will soon have no choice but to reduce the scale of US bond purchases in the face of inflation. At the same time, China, Russia are massively dumping these debt securities. So should one invest in equities? Now, when their prices are shooting through the roof? After all, shares can turn out to be rubbish if companies’ profits don’t want to rise as they have in recent years. With today’s inflation, it’s not worth holding cash either. The situation is becoming dramatic.

If you want to learn more, if you are looking for tips for your investments, please read recommendations and warnings for investors in our bulletins.

ANNOUNCEMENT

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Gefira 58: The World in the Making

Though it is not the last month of the year 2021, we are looking forward to the world of 2022 and beyond. Why? Because we can see the oak tree in the acorn. That is to say, of course, we cannot predict how large the tree with will be, how many branches and twigs it will have, how sturdy the trunk and how thick the bark will be; we know, though, that it will be an oak tree rather than a birch or a beech, least of all a coniferous fir or spruce. You can predict in a very broad outline the size and type of the building, looking at its understructure. Even a non-expert can correctly infer from the foundations whether they are made for a cottage house or a high-rise; a block of flats or a factory.

What are the foundations for the world of tomorrow? Consider them one by one:

  • ubiquitous surveillance;

  • Third World people as weapons in hybrid wars between states;

  • the increasing role of adolescents as a battering ram in world and domestic policy-making;

  • the all-out war on fossil fuels and the crusade to impose “sustainable” economy;

  • the big push towards cashless economy;

  • the imposition of designed pseudo-reality on the reality as it is perceived through the senses.

Such are the components of the underpinning for the world in the making, of the world of tomorrow. It looks like everything we have been accustomed to must be obliterated, decomposed and turned into fertilizer with which new crops will be grown. We ought to brace ourselves for the changes, we ought to at least be aware of them, to be – at the minimum – mentally and financially prepared.

The reassuring thing is that what the architects of the new world create in the form of blueprints eventually never turns out 100% as they wanted it to be. Reality is too complex for anybody to control it. Still, as they say: throw dirt enough and some will stick. We want to know what will stick. Something tells us that you want it too.

 

Gefira Financial Bulletin #57 is available now

  • The World in the Making
  • Surveillance and Control
  • Warnings, Observations and Reflections for Investors
  • Invest in Blue Gold

Confidential Contenders, Foreseeable Recipients

The committee granting the 2021 Nobel Peace Prize had obviously a difficult choice to make. Its sights may have been set on climate activist Greta Thunberg for berating heads of states in a bid to avert the ecological Armageddon, political (Russian or Belorussian) dissidents Svetlana Tikhanovskaya and Alexei Navalny (Julian Assange need not apply), The World Health Organization for courageously combating the WORLD WIDE MENACE, the Black Lives Matter movement for opposing ubiquitous racism, President Joe Biden for putting an end to the nightmarish Trump era and many others in the similar vein. I believe you get the picture of possible contenders. The choice was made and the prize was awarded to a Filipino and a Russian journalist: Dmitry Muratov, editor-in-chief of many years’ standing of “Novaya Gazeta.”

Why Dmitry Muratov of all the people? “Novaya Gazeta” since its inception in 1993 has been engaged in issues that the post-West absolutely adores: keeping watch over human rights and the abuse of power in – yes, yes, you guessed it right! – Russia. The paper developed as an offshoot from “Komsomolskaya Pravda” with some fifty journalists as its founders. Mikhail Gorbachev contributed with some of the money from his 1990 Nobel Peace Prize to help it get started and with a 10% share he remains its co-owner to this day. A number of “Novaya Gazeta” reporters or commentators are said to have been murdered or assaulted because of their investigative journalism. Isn’t it one more argument to draw the world’s attention to the paper by decorating its founding father?

Julian Assange has been tossed from prison to prison and is currently awaiting another court ruling that will decide whether he will be delivered to the United States, where a long term prison if not death are in store for him. His journalism has not found recognition, his suffering has not been appreciated, his courage to unmask the inhuman machinations of the United States has not been praised. Why?

Continue reading

The World Guards

The notorious World Economic Forum headed by Klaus Schwab has spawned two worldwide youth organisations, i.e. the Forum of Young Global Leaders (2004) and the Global Shapers Community (2011). Their websites fraught with snapshots or short films featuring hackneyed images of smiling faces of men and women cooperating in a peaceful manner and necessarily shaking hands and drawing graphs – the usual propaganda stuff we are familiar with – assault the reader with catchy slogans of providing solutions to global issues, improving the state of the world, building a better future, fighting climate change, building inclusive communities, having impact on a global scale, raising awareness of gender equality and the like. None of the items comes as a surprise or does it?

The blueprint is as follows. Young impressionable people are used to bring about change. Young people make up a quarter of the global population. Change is touted as something desirable and ranges from climate to society, from education to governance. It is a creeping revolution, the march through institutions par excellence targeting the world as it is: a repeat of what the Jacobins in France, Bolsheviks in Russia and the Red Guards in China already attempted to achieve. They, too, appealed to young people with images of a bright future and fraternity spanning the globe, with promises of universal happiness and joy, with visions of unstoppable progress and unbridled liberty.

Youth guide

The alumni of the Global Leaders and the Global Shapers – carefully selected, guided and groomed by their patrons – are then helped to find their way to important organisations, institutions, corporations, where their influence is multiplied or – to be precise – where they relay the ideas that they imbibed while being members of the Forum and the Community. Have you ever wondered about how it happens that so many actions are coordinated across state borders at the drop of a hat? Now you know. The Global Leaders and the Global Shapers inform us via their websites that they have members in almost all countries in the world and that they foster lifelong connections. Lifelong, you see. Continue reading

Gefira 57: The Ebb and Flow of World Politics

Gefira 57 familiarizes us with the Ebb and Flow of World Politics. We set our sights on the man-made energy crisis that is in the making in the European Union, which – out of hubris – has decided to ban anything having to do with coal and now is heading for a disaster. The alleged man-made climate change has resulted in a genuine man-made energy crisis… Did not Aesop describe something similar in one of his fables? But then, who learns from Aesop those days?

The energy crisis is coupled with the political and economic tension. We are seeing the emergence of three formidable alliances – three empires – the Anglo-Saxon transatlantic union (NATO, AUKUS, Five Eyes) in which the United States and the United Kingdom reign supreme; the European Union, governed jointly by France and Germany; and the Eurasian bloc of states (SCO), where Russia and China rule the roost. Are those alliances and pacts not reminiscent of the Entante Cordiale and the alliance of the Central Powers of the First World War, or the Axis and Allied States of the Second World War? We may be in for big events.

With Angela Merkel eventually leaving the post of the German chancellor, we are also summing up the 16 years of the denationalization of Germany (as a part of the denationalization of France, England, Scotland, the Netherlands, Sweden and Italy), sixteen years of the violation of fundamental rights and the lying press, sixteen years of the exploitation of the German taxpayer and the favouritism shown towards Third World immigrants, sixteen years of energy transition and green lies, sixteen years of the collapse of German security, police and justice.

 
 

Gefira Financial Bulletin #57 is available now

  • The Ebb and Flow of World Politics
  • Europe’s energy crisis is designed in Brussels
  • A Literary Vision Come True
  • Finis Germaniae or 16 Years of Merkel

 

War over Minds

Military hostilities used to be the last argument of sovereigns. The barrels of canons would bear the inscription ultima ratio regum (in France) or ultima ratio regis (in Prussia). This has changed a little bit. Since warfare has become a very costly venture and especially since a number of states possess nuclear weapons whose possible use might wreak unimaginable havoc and render large swathes of territory useless for the victorious power, present-day sovereigns have resorted more and more to soft tactics, which are – despite their name – as efficient or even more efficient than firearms. Did not the Soviet Union collapse due to the soft penetration, infiltration and subversion applied by the West? The collective mind of the Soviet leadership was in the cross hairs of the financial, philosophical, political and cultural impact directed against it by the United States, the United Kingdom, France, Germany and smaller players. The result was more than impressive: neither Charles XII of Sweden in the 18th century, nor Napoleon Bonaparte in the 19th, nor Adolf Hitler in the 20th succeed in weakening Russia to anything remotely comparable with what happened with the Soviet Union in 1991 and thereafter. The territory of the superpower was significantly reduced, new independent states were carved out of it, and Russia herself was plunged into a decade of economic chaos and political turmoil in their magnitude surpassed only by the civil war of the early twenties of the 20th century if one only considers modern history. The battle for the minds is certainly not as spectacular as the clash between tanks or dogfights of aircraft, and it certainly is fought over a much extended period, but nonetheless its outcome is more than satisfactory.

The Chinese leadership drew its lessons from the disintegration of the Soviet Union and they have held a tight grip on the state matters before and especially since the 1989 Tiananmen Square riot. Beijing is well aware of the psychological infiltration, penetration and subversion targeting China’s population from abroad and so it has cut off the national internet from the global web and recently has cracked down on the entertainment industry, took control of the computer games and TV programmes to which the Chinese youth is exposed. That’s another instance of the battles for the minds. The European Union is not lagging behind in matters concerning psychological war.

In 2015, the EU’s East StratCom Task Force rolled out its flagship project – as they call it themselves – named EUvsDisinfo, a body that “identifies, compiles, and exposes disinformation cases originating in pro-Kremlin media that are spread across the EU and Eastern Partnership countries.” Within this project, in one of the tabs, news items originating from the sources just mentioned are quoted – white on black – and a disproof is presented: black on orange. In other places a whole analysis is offered, an analysis that devastatingly critiques a text recognised as the Kremlin’s propaganda. Surveying the hundreds of allegedly debunked pieces of information and their sources, one can see almost immediately that EUvsDisinfo has been targeting Sputnik most of the time. Anything that is written against the Post-West, the European Union, the United States, even individuals like George Soros in the media associated with Moscow or regarded as close to Russia comes under attack from EUvsDisinfo, which – naturally! – acts as an absolutely objective source of truth. Consider the following example. Continue reading

Moral sovereignty

As the globe is splitting into two rivalling camps with the the English speaking world plus Europe and Israel on the one side and Eurasia (countries gathered within the Shanghai Cooperation Organization that encompasses not only Russia and China but also India, Pakistan, the former Soviet Asian republics, and recently Iran) on the other, as the storm clouds are gathering and the invasion of Europe by the Third World has found a new channel via Belarus and Poland, amid the energy crisis over the supply of Russian gas and the decarbonization of the white man’s countries, amid the ethnic replacement and the alleged threat from the Kremlin, the European Union has launched an ideological attack against its colonial coolies – Poland, Hungary, Romania and Latvia – for not living up to the values that the Union is founded on. The said member states refuse to accept the LGTB ideology that is being foisted on them by their more enlightened brothers. The European Union expresses its deep concern over “a serious breach of the rule of law, the stigmatization, intimidation and increased discrimination against LGTB people, bans on pride marches and awareness-raising programmes in schools.” The Union’s leaders are annoyed by the numerous initiatives of Polish regional authorities which (i) declared the areas under their control free from LGTB ideology, and (ii) adopted regional charters of family rights which – what an abomination! – provide a “too narrow definition of the family.” The European leaders are also angered over “conversion therapy” offered in these countries and the way in which the central and eastern European governments deal with pro-LGTB activists, punishing them for resorting to “creative advocacy tools”(??).

In response to all this outrage – like not recognizing two mothers of a child – and “having regard to” the statement made by Ursula von der Leyen, the lady who was humiliated by Turkey’s leader in that he offered her no chair or – more formally – the lady who is the current President of the European Commission (read: government) – that “LGTBQI-free zones are humanity free zones”, the European Union declared its territory – which automatically means the territory of Poland, Hungary, Romania and Latvia – an “LGTBQI Freedom Zone”. So much for the political, rational and moral condition of the alliance of some of the most developed countries in the world. Continue reading

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