The first one for 2021

Finally. 2020 is gone and 2021 has begun. And the start couldn’t be more promising. A little rough, and it’s also affecting me and my journey, but promising nevertheless.

Let’s start with the biggest drama, the virus. COVID is not gone. In fact, it seems to get worse, but it’s not that we wouldn’t have expected that. Most of us make a big deal every year at the end of each and every year about things coming to an end, starting new, new year’s resolutions. But in reality, the next day after the 31st of December is just that. Another day. Another sunrise. Nothing more than another shift in the tides of time. So why should have anything changed in comparison with the day prior to January 1st, 2021?

Correct. Nothing changed. COVID is still spreading and to top it off, there seems to be a slightly mutated version of the virus going around. Spreading faster, it seems to be more difficult to track and isolate.

Japan has declared a state of emergency, China is once again shutting down regions, towns, and cities, and even Thailand came back into a de facto lockdown. The authorities are very cautious in not calling it a lockdown, but the measures in place include massive restrictions on travel, business, and semi-curfews. So I guess using the term “lockdown” is debatable, but certainly not too far off.

And of course the big elephant in the room. The US is in its final days of getting rid of Donald Trump. There is no question that he is leaving a legacy, but in my wildest dreams (or should I say nightmares) I wouldn’t have thought to watch the news and to see what is unfolding in the “oldest democracy in the world”. Shocking. But not surprising. I mean seriously folks. Electing a real-estate shark for president, what would you expect? And it’s not just any real estate guy. It’s one of the worst that ever walked the globe.

Trading the future

Having said all that, expectations are positive. We all know, things need to get worse before they can get better, and the way I see it, we are about to reach the peak of the crisis.

Infections are on the rise, but so are vaccines. Several types of vaccinations are being distributed and administered across the globe, and the ramp-up will only get faster from here. We know there is a life after COVID, and it’s clearly visible on the horizon.

MAGA supporters had a short uprising, but it seems they had not enough support, no real plan, and they were badly organized. So this ended rather quickly. The way I see it, all they did was to bring the Republican party on the brink of collapse. This brings not only a definitive end to Trump and his presidency but potentially also to any other political aspirations anyone in the Trump family might have (had).

So, we see all this happening, and we know that the future will be better. Therefore stocks are rising, and investors are preparing for a bright and profitable second half of 2021. And so am I.

Happy New Year everyone.