Market themes for 2020

[dmedin]

Here we go again ... let's all look forward to 12 more months of the same ...

https://uk.reuters.com/article/uk-britain-eu-commission/britain-stands-to-lose-more-than-eu-from-lack-of-trade-deal-by-end-2020-eu-idUKKBN1YM0ZI

 

[dmedin]

https://uk.reuters.com/article/uk-column-russell-commodities-2020/column-commodities-2020-trump-china-bring-deja-vu-all-over-again-idUKKBN1YL0RR

[dmedin]

BoJo is the true champion of the working class: 

Quote

“Our focus is on delivering for the people, not champagne with billionaires,”

https://uk.reuters.com/article/uk-britain-eu-johnson-davos/pm-johnson-bans-ministers-from-attending-davos-source-idUKKBN1YL2F9?il=0

😅 😅 😅

[Kodiak]

If you are a contrarian, what do you think of this?

"Another Hedge Fund Giant Bites the Macro Dust"

"In total, hedge fund assets have declined by $77 billion this year alone, the research firm estimates, leaving the industry as a whole managing a smidgen more than $3 trillion. "

https://www.bloomberg.com/opinion/articles/2019-11-21/louis-bacon-another-hedge-fund-giant-bites-the-macro-dust

 

[Kodiak]

All in long only ETTFs ? 😉

[dmedin]

Fanciful but worthwhile article from Reuters ...

Quote

“in the 2020s it seems inevitable that a world of helicopter money awaits,” Deutsche Bank predicts.

https://uk.reuters.com/article/uk-markets-outlook-2030-analysis/recession-robots-and-rockets-another-roaring-20s-for-world-markets-idUKKBN1YV0QZ

 

Universal basic income?  I think it's more likely people will be forced to work on precarious contracts for very low wages.  Especially now that Britain will become 'Singapore on steroids' and have a great bonfire of 'red tape' such as human rights, environmental protections and rights for workers (which do nothing but stop companies being efficient and profitable - bah!  Humbug!)

Edited December 27, 2019 by dmedin

[dmedin]

Like Tesla?

Quote

BofA expects clean energy and electric-vehicle companies to emerge as winners, estimating the clean energy market to be already worth $300 billion

 

[Caseynotes]

Absolutely every year-end, without fail, you find some clown writing this type of scare story. Journos gotta write something I suppose. 

[Kodiak]

57 minutes ago, Caseynotes said:

Absolutely every year-end, without fail, you find some clown writing this type of scare story. Journos gotta write something I suppose. 

But if you are bull this is great news😁

Its when the last bear give up and starts buying Tesla the end is near for the bull

https://www.cnbc.com/2019/08/30/stock-market-a-contrarian-buy-signal-has-been-triggered.html

https://www.isabelnet.com/bofaml-bull-bear-indicator-2/

 

 

[Kodiak]

My prediction for DOW the year 2020 (for what its worth) 😎

I think we will see some profit taking in January (maybe 5% or so down to 27 000 ish?)

Then straight up to 30 000 in a couple of months (spring time?)

Then its time to start worry about the US election and take profit with VIX rising

If Trump wins we could get a relief rally and if some democrat wins then its time to prepare for a bearmarket in stocks

https://www.cnbc.com/2019/11/13/investors-see-sell-off-if-warren-wins-they-said-the-same-about-trump.html

" “they won’t open the stock market if Elizabeth Warren is the next president.” 

"

He also blasted what he views as her anti-capitalist positions, including a proposed wealth tax.

“I don’t need Elizabeth Warren telling me that I’m a deadbeat and that billionaires are deadbeats. "

 

 

[dmedin]

2 hours ago, Kodiak said:

they won’t open the stock market if Elizabeth Warren is the next president.

This will help to remind people of the highly anti-democratic nature of the international financial system, and that the international financier can manufacture a crisis as quickly in America or Britain as he can in Venezuela.  Will be interesting to see how the 99.99% react when the 0.01% throw a temper tantrum when asked to pay a little bit more tax on their multi-billion fortunes.