The 2022 Outlook and Beyond - Revisited

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The table is slowly being set for 2022. So what has the market priced in so far?

Over/under ~3.5 rate hikes in 2022 A question mark on Quantitative Easing vs Tightening

Thus the drubbing in growth/small tech endures and the breakout in Energy/cyclicals abides. Meanwhile JP Morgan earnings fatigue as Financials retreat from overbought territory.

We are left to wonder what shall become of Crypto in the short-term. Somehow Bitcoin has managed to hover at ~$43k and Ethereum at ~$3.3k.

But in the long-term, what will the 2020s be remembered for:

On that note, veteran fund manager Bill Miller reveals that his personal portfolio is half Amazon and half Bitcoin. Truly stunning. 

1) Will Megatech returns slow down? Or will we see exponential dominance?

2) Is Oil the value bet of the decade?

3) Will logarithmic growth in Crypto continue like Mobile phones or the Internet?