Check-in: I woke up after 4 hours of sleep and it took me an hour to fall back to sleep. I was then got an hour of deep sleep before being awoken by a 6am alarm. I’ve now had some coffee – I’m still surrounded by universes in which I start my day with caffeinated coffee. Using a plastic filter holder, I filtered the freshly ground coffee into a mixture of half-n-half, cacao powder, and coconut oil. I spoke with my beloved yesterday and she is still feeling anxious about coming to Austin. She is highly sensitive to multiverse energies and her anxiety leads me to believe that the next few months will be chaotic as the northern hemisphere experiences moves through a surge of COVID-19 cases that will overwhelm many hospitals. I feel she will come in a week and stay for two.
The year 2021 will see value stocks outperform growth stock. Low debt value stocks will outperform high debt value stocks. Silver will outperform Platinum and Platinum will outperform Gold. Bitcoin will outperform Etherium and Etherium will outperform Silver. Both residential and commercial real estate will drop in real value but currency devaluation and low interest rates will keep prices from falling. Residential will outperform commercial real estate. Short-term bonds will outperform longer-term bonds.
These predictions are based on the current state of the financial market which has appearances of financial bubbles in various areas of the market, such as the bond market, popular index ETFs, celebrity stocks, speculative small cap stocks, and even most fiat currencies.
Using these predictions, and assuming that they will most likely be wrong, then a diversified financial portfolio might be weighted in the following order:
- Low debt value stocks
- High debt value stocks
- Growth stocks
- Residential real estate
- Commercial real estate
- Short-term bonds
- Long-term bonds
- Celebrity stocks
- Speculative small-cap stocks
I’m not a strong believe in crypto-currencies, but until these are outlawed by governments then the major ones will likely continue to outperform the “old school” stores of value silver and gold. There are universes nearby in which governments add Bitcoin to their reserves instead of outlawing crypto-currencies. It is these universes that cause Bitcoin and Etherium to top the list above.