Dear Reader,
Happy New Year!
Regarding markets, the yen is likely going to get to 125 USD/YEN sooner than I predicted(in one year...see previous posts).
The euro is already very close to 1.20 EUR/USD.
Eurozone government bond yields are at record lows and they should increase in the midterm.
Shale oil and gas companies look interesting at the current valuations. The price of oil fell precipitously, so it is likely that it will recover quickly(v-shaped recovery). If the price of oil rises abruptly, the shale oil and gas companies could turn into a great investment.
The US stock market rally should go on for a while, before a likely bear market ensues.
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author's and they in no way express the opinion or official position of
Bulgarian National Bank!
Conflicts of interest: I may possess some of the securities or currencies mentioned in the blogpost and posts on social networks(Twitter, LinkedIn etc.)!
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