Global Opportunities Beyond the Radar

Our 2020 Top Dog Does 126%: What Do We Have for 2021?

 

With the markets by and large closed, the Christmas break provided me some time to relax and research. To consider new investment opportunities beyond the radar, which we’ll be announcing in coming weeks.

2020 has changed everything. 2021, more than ever, will be the year where investors will likely succeed by going against the herd.

Governments around the world have taken a big hammer to deal with the woes of the worst pandemic since the Spanish Flu.

We have the odd situation where, despite being dealt body blow after body blow, stock markets are set to lift. On the hopes of a vaccine-smoothed recovery. Alongside the continued high tide of new ‘printed’ money.

The real risk is that 2021 is the year we truly pay for coronavirus. When cash becomes more worthless. And, as we’ve seen throughout history, inflation gets away on us.

So, at the start of 2021, we could see a burst of growth in the markets. Then, in the medium-term, rising interest rates to counter inflation.

At that point, any assets that have ridden unreasonably high could find their values in a vice grip.

With that in mind, I would warn on residential property in certain cities and countries. In particular, New Zealand and Auckland. And in the stock markets, hot tech stocks that have become inflated far beyond any reasonable assessment of their present or future earnings.

Remember, prices tend to reach their highest peak before an avalanche begins.

Beware of the 3 Ts.

I’m talking Tesla, Tech, and Taiwan…

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