Bold market predictions 2025:

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Bold market predictions.

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Haven’t done this for a few years.

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Here’s the last one (here).

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Some were right.

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Some were not, even though they were directionally correct.

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Here are a few more.

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Let’s see how we do.

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Inflation will come roaring back.

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Similar to the 1970s.

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Means the stock market underperforms the next 10 years.

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Similar to the 2000s.

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Gold will do well.

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Same with Silver.

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The miners for both will outperform.

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Same with Bitcoin, commodities and energy producers.

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Tech?

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Not so much.

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The AI bubble will pop.

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Current Mag 7 will underperform.

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Chinese companies might start overperforming as investors realize they’re better businesses.

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American real estate will crumble.

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Banks will crumble.

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More will fail.

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The Yen will keep up going from 150 and could hit 200.

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SMCI is found to be a fraud.

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NVIDIA crumbles and is similar to Cisco of the dotcom bubble.

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Unions will make a comeback.

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More workers will strike.

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Labour will fight back.

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Higher taxes are coming globally.

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Biotech underperforms.

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But it’s a stock picker’s market.

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Some companies will do exceptionally well as long as they are making drugs that help patients.

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The rest will crumble.

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China will continue to outperform.

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They have taken over EVs, drones, robots, batteries, and rare earth minerals.

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Expect them to continue to produce new IP in the biotech space.

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Here are a few more of my bold predictions.

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