2021 Predictions!

We offer up our 2021 predictions!

But first, in the spirit of transparency, we assess our 2020 predictions. How did we fare? Some right, some wrong. 

Next year (2021):

In general, 2021 will be a bull year, as central bank intervention continues, the vaccine is distributed and corporate earnings are compared to a deflated 2020.

Within that general trend, we expect:

-A 10-15% correction post Memorial Day, as opportunistic buyers from March 2020 harvest some capital gains

-Emerging Market Outperformance; We set our sights on IEMG, EEM, BRZU & MELI

-Risk of corporate debt pressure, but only in certain sectors

The 2020s:

-Central bank printing presses rumble on, subsidizing equities as the bull market continues

-Emerging Market stocks outperform, as fund managers look for better prices on long positions

-Genomics become the new FAANGS. See ARKG

The 2030s:

-We worry that the age of printing money eventually leads to inflation, particularly in commodities, leading to a potential crisis 

-But probably the TECH sector continues it's long march of dominating our lives and our portfolios

-The Genomics revolution continues

-East Asian equities begin to overtake America