Musings about Life and Investments

Most stock indices have tested the resistance about three times and are on the verge of a breakout. This time the rally appears synchronised. The S&P500, Bloomberg 600 Europe Index, Russia, Turkey, Poland all appear to be on the uptrend. Even Emerging Markets and Asia ex Japan appear to be turning positive soon. If my thesis is correct, we are going to see a surprising rally that should last from Nov to the second half of 2020, with upside of 15 - 30%. Emerging Markets and Asia ex Japan, which have much cheaper valuations and have suffered from sideways movement the last 10 years, should outperform with around 20 - 40%, while the western world should see an upside of 10 - 20%. Gold and Silver appear to resume their uptrend as well. It's about the liquidity. The party should end one day. But it could last till the end of 2020. I've always maintained that I am bullish on the stock markets. I've never waivered.

A feng shui master told me that the stock markets will rally into mid 2020. Then 2021 and 2022 will be long-drawn and bad years. Before you think I’m out of my mind to believe in Metaphysics, do consider this. https://www.cnbc.com/2019/10/15/moodys-trump-on-his-way-to-an-easy-2020-win-if-economy-holds-up.html If Trump is re-elected, China won’t have it easy. All these truces on trade wars against China, EU and the rest of the world could just be removed. Which means we will be back to a turbulent period. The global economy will contract further if the next administration is against free-trade. Emerging markets will bear the brunt of the US’ ire. So 2021 and 2022 being terrible years may ring true. Also, the first and second years of the US Presidential cycle are usually not good years for stock markets as the President undertake tough measures to set the economy on better footing. Years three and four are to prepare for the next election. Next, look at the vide...