Themes -- 2021

For Investors

Link here.

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Major Themes 

Energy, international:

• The Mideast in a post-Trump world;
• Tensions heating up?
• Biden admits defeat in Afghanistan; Dunkirk evacuation; first US casualties since Feb 2020;
  
• Mexico on the cusp
• Venezuela: a friend in Washington? hits rock bottom (September, 2021; China eyes)
  
• surging natural gas prices across Europe
  

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);
• US drought;
  
• Farmers to the world
• Cornucopia

Bubbles or good investments?

• Housing
• Bitcoin
• EVs (Tesla, others)

Covid-19:

• "Long-haulers"; the fibromyalgia syndrome of the 2020's;
• September 5, 2021: the story has disappeared;
• football stadiums full, fall, 2021; no masks
  

Re-locations:

• Tracked here.

Unprecedented

• Texas February Freeze.

Geo-political:

• in less than 24 hours, the Americans (and the rest of the world) forgot about Afghanistan

ARKK ETF:

• this may be an option for those who want to invest in leading edge tech but have no idea where to invest;

Automobile manufacturers:

• pure play EVs may have advantage;
• hybrid manufactures: legacy manufacturers who branch into EVs, and commit to EVs -- may have real disadvantage
• incredibly difficult to read the tea leaves
• ex: New York State governor signs bill to end selling of gas-using automobiles in her state as of 2035; no one knows this will happen, but how does GM, Ford plan for this?