Merry Christmas

Macro Perspectives: Thu 24 Dec 2020

It’s been an eventful year and I hope you’ve gained some valuable bigger picture perspectives on markets, the economy and geopolitics.

On that note, next year promises to be even more eventful and full of huge opportunities in a year that will be transformative in a number of ways. We have trillions of dollars in global monetary and fiscal tailwinds meeting the adoption of 5G, which Qualcomm’s CEO calls the most revolutionary technological advancement since electricity.

We’ve had another great year in my private, members-only service, The Gryning Times,  and with the dynamic I’ve just mentioned above, I expect to do even better next year.

With that, if you’ve found my daily notes useful over the year, I hope you’ll join me by becoming a member for the new year. It’s a great deal for the money and I think you’ll find it extremely valuable as we enter a huge year for the economy and what I think will be another big year for the stock market.

I look forward to welcoming you aboard, and navigating together through the new year!

Thank you to all the valuable readers, I wish you all a joyful Christmas.