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