Friday, January 1, 2021

Themes -- 2021


For Investors

Link here.

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Major Themes 

Energy, international:
The Mideast in a post-Trump world;
Mexico on the cusp
Venezuela: a friend in Washington?

Energy, national:
US rejoins the global push to pivot from "black" to "green"
Costa Azul

Bubbles
Housing
Bitcoin
EVs (Tesla, others)

Covid-19
"Long-haulers"; the fibromyalgia syndrome of the 2020's;

Re-locations: tracked here.

 




 

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