It’s always fun to speculate what will happen in the future. Even if I’m wrong, that’s quite normal. At least I took a stand and wasn’t wishy-washy.
This commentary is mainly on the US and economy, as I follow US and international news. US politics is just so interesting. There is a lot of good debate and analysis. I studied in the US for my undergraduate, and I feel familiar with the country.
And in case you haven’t guessed, my whole investing strategy is to buy stocks of companies I like and use e.g. Amazon, Google, and Facebook. It just so happens that they are all American. It’s not because I love America that I buy these stocks though. If they were from China or Norway, I would buy there. I will buy great companies wherever they are.
Lock-downs in the USA will stop by May...