Time in the Market
               Not Timing the Market

A MERRY MACRO, AND A MACRO NEW YEAR

As December unfolds, we approach the final season of 2023. Reflecting on the 116 articles I’ve penned this year, I’ve gained an evident macro perspective on the 2024 market—a revelation crucial for me and the astute traders managing their portfolios.

I’ve always maintained, ‘Real wealth begins when your money works for you.’ As we stand on the threshold of 2024, I perceive a robust foundation being laid, heralding a potential bull run for not only my book, but for those in my circle. This movement is poised to enrich early investors, while latecomers will likely leap in at escalated prices, inadvertently boosting our early-bird advantage.

So, what does 2024 hold in store?

Firstly, the much-anticipated Bitcoin halving grabs the spotlight. Then, there’s the inevitable approval of the BTC ETF ( I’m betting on Q1 24 ), with a hat tip to Blackrock for spearheading this initiative. Not far behind, the ETH ETF will emerge, opening the floodgates for institutional investors, through heavyweight managers, to access these titans of the asset class. However it still puzzles me why many still struggle with setting up their own account on exchanges,  and learning cold storage usage for themselves .But alas, Old money, likes Old Methods…

As December 1st dawns and the general focus shifts to imminent events like office Christmas parties, bonus speculations, and New Year’s plans, my gaze is fixed on a different horizon. If my macro insights on this blog hold, I anticipate a ‘VERY HAPPY NEW YEAR’ across many diversified portfolios, spanning my beloved crypto and commodities markets, which includes an intriguing correlation with gold. Skeptical? I invite you to peruse my past articles and see for yourself.

So, what are these pivotal events shaping 2024? Well, let’s start with the obvious one:-

The U.S. General Elections

This event stands out as a monumental catalyst, poised to sculpt the financial landscape.

This high-stakes political showdown isn’t just a matter of domestic policy; it’s a global market mover with the power to reshape asset classes across borders.

History has repeatedly shown us the profound influence U.S. elections wield on global markets. Take, for instance, the 2016 elections. The surprise victory of Donald Trump sparked initial uncertainty, followed by a remarkable stock market rally dubbed the ‘Trump Bump.’ Investors clung to promises of deregulation and tax cuts, propelling sectors like finance and energy to new heights.

Similarly, the 2020 elections, amidst the tumult of a global pandemic, saw a stark shift. The markets, initially jittery, eventually embraced the prospect of a Biden presidency and a divided Congress, anticipating a balance between progressive policies and fiscal conservatism. This period they marked a surge in tech stocks and renewable energy investments, reflecting the new administration’s priorities.

The elections will be a barometer for investor sentiment, a determinant of regulatory landscapes, and a predictor of fiscal policies. Will we see a continuation of current economic strategies or a dramatic pivot? This uncertainty breeds opportunity.

For the astute investor, these elections could lay the groundwork for the most lucrative money-making opportunity of a lifetime. A keen eye on policy shifts, regulatory changes, and market sentiments could unveil unprecedented investment opportunities in various asset classes—from equities to commodities and, yes, even the ever-volatile cryptocurrency market.

As we brace for this political juggernaut, one thing is certain: the U.S. General Elections will not just be a headline. They will be a key architect of the 2024 financial narrative, sculpting opportunities for those ready to capitalize on the ripples of change.

Stimulus Measures and Global Impact:

The the role of government stimulus emerges as a critical factor for the marco outcome of 2024. With economies still rebounding from the aftershocks of the pandemic, governments worldwide are likely to keep their printing presses humming. This isn’t just about propping up economies; it’s a political tightrope, balancing the act of maintaining political favor while ensuring national stability.

This influx of capital has far-reaching implications: inflationary pressures, currency devaluation, and a reshuffling of investment priorities. Moreover, as nations edge closer to launching Central Bank Digital Currencies (CBDCs), these stimulus measures could be the prelude to a more digitized, controlled economic environment. Investors should brace for ripples across global markets – from bonds to real estate, stocks to commodities – as this fresh wave of liquidity seeks its course.

A.I. Technology Rally – A ‘Biblical Event’:

Turning our attention to the technology sector, the impending A.I. tech rally stands poised to be a ‘Biblical Event’, unparalleled in our lifetime.

For those who have dedicated hours, days, months, and years tracking every development in A.I ( I raise my hand ) ., 2024/2025 is shaping up to be our watershed moment. The advancements we’re witnessing in A.I. – from deep learning to quantum computing integration – are not just incremental but revolutionary. This isn’t merely about tech companies growing; it’s about a seismic shift in how technology intertwines with every facet of our lives and economies.

Well-positioned investors who have keenly followed these transformative trends are on the cusp of reaping monumental rewards. We’re not just observers; we’re participants in a historical pivot that will redefine industries, from healthcare to finance, manufacturing to entertainment.

The A.I. tech rally is more than an investment horizon; it’s the dawn of a new era in human ingenuity and economic potential. Don’t sleep on these, especially the A.I. Tokens. Massive gains are expected.

Bitcoin Baptized to ETF.

It’s evident that in 2023, the world has awakened to the potential of Bitcoin, with some of the world’s largest money managers endorsing this revolutionary asset class. Those who heeded the insights from my June 16, 2023, article, ‘The Baptism of Bitcoin by the Father of All Investment Managers,’ would have already profited from their Bitcoin investments. However, if you’re still contemplating the impact of the upcoming ETF launch, let me remind you of what transpired with gold when it reached a similar milestone.

The 2004 introduction of gold ETFs in the U.S. significantly impacted gold prices, marking a shift from a physical to a more financially-driven asset. Before ETFs, gold hovered around $400 to $425 per ounce. Post-ETF, it transformed into a liquid asset, attracting massive investor demand. By the end of 2007, its price had doubled to about $860 per ounce, and by 2011, it surged over 300% to $1,800 per ounce. This dramatic change highlights the impact of financial innovation on asset values, underscoring a critical lesson for investors: adapt to market changes for potential lucrative gains.

So, as we bid adieu to 2023 and gear up for the promises and challenges of 2024, I extend an invitation to those still on the fence: join this bandwagon of astute investors, many of whom read this blog.

Who knows? This time next year, you, too, might be reminiscing about your wise choices, all thanks to taking a leap of faith with the insights shared here.

Here’s to a future where your money makes money and a new year filled with even more groundbreaking revelations and lucrative opportunities. Happy investing

Latest

YEAR 2050: – ‘PAPA, WHAT WAS MONEY LIKE BEFORE BLOCKCHAIN?’

In 2015, in a quaint yet well-known town (which...

MUSK’S VISION VS. MICROSOFT’S MISSION

The battle for AI supremacy is quietly taking place,...

CASINO EVERGRANDE ROYAL

Did anyone watch that new movie, Casino Evergrande Royal...

BORING BITCOIN GOES TO LUNCH

Fire up the jets and rev up the helicopters!...

Trading

spot_img

Don't miss

YEAR 2050: – ‘PAPA, WHAT WAS MONEY LIKE BEFORE BLOCKCHAIN?’

In 2015, in a quaint yet well-known town (which...

MUSK’S VISION VS. MICROSOFT’S MISSION

The battle for AI supremacy is quietly taking place,...

CASINO EVERGRANDE ROYAL

Did anyone watch that new movie, Casino Evergrande Royal...

BORING BITCOIN GOES TO LUNCH

Fire up the jets and rev up the helicopters!...

“I BELIEVE IN AMERICA ‘: ECHO IN TODAY’S DEBT CRISIS”

"I believe in America. America has made my fortune." These...
spot_imgspot_img

CASINO EVERGRANDE ROYAL

Did anyone watch that new movie, Casino Evergrande Royal ? Last week, I watched what can only be described as a financial thriller, imbued with...

“I BELIEVE IN AMERICA ‘: ECHO IN TODAY’S DEBT CRISIS”

"I believe in America. America has made my fortune." These iconic opening lines from the 1972 classic film The Godfather resonate with a poignant irony in today's...

2024 MONETARY STORY: THE GROWTH AND GLORY

As we navigate the ever-changing landscape of the global economy, it's crucial to know where we stand today and what the future might hold. After...