Friday, January 1, 2021

Themes -- 2021

For Investors

Link here.

Major Themes 

Energy, international:

Energy, national:

  • US, under Biden, rejoins the global push to pivot from "black" to "green"
  • Costa Azul

American agriculture:

  • Cold snap, France: ruined vineyards
  • Cold snap, Germany: took out grains like rapeseed (canola);
  • Farmers to the world

Bubbles or good investments:

  • Housing
  • Bitcoin
  • EVs (Tesla, others)





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