Please don't take this as advice. The next year plus is going to be the best for stocks after which we should see 2-3 years of poor returns for stocks. That is my working assumption. So I am full tilt growth and will be 100% invested as opposed to 80/20.

While you may do better picking stocks, just market indexing will give you good returns. As opposed to risk of inflation from parked cash.

1. US, EU will pump money into their economies with no likley rate increases for 2 years or more. I will share more data on this. 2. Inflation will go up from 2% or less to over 5% (again I will share data). 3. To beat inflation, investors will be forced to invest in stocks

4. Some people will tell you this is a stock pickers market. Having been in this during 1999-2001 and 2003-2007, I would say you won't go wrong picking any *decent* company

5. What does *decent* stock mean? Look for growth in EPS more than sales, even if it is negative EPS. Why? Sales comps for *most* companies will look terrific in Q2-Q4 of 2021

6. During these types of markets there are always *bubbles* somewhere. E.g. Internet stocks in 1999, Housing in 2003. Bitcoin in 2009-2017. Will bubbles crash? Sure they will.

7. Why do I have this conviction? I spent time reading the forecasts from most macro economic watchers. I keep sharing links, so please look for them on my feed.

8. Which stocks do I have high conviction on? Dpeneds on the time frame. To keep it simple. Pick 25% EPS growth companies. A) filter out China if you think the political climate won't get better B) filter by market cap if you like large cap vs small vs mid.

9. C) Filter out stocks that don't meet your "personal filters". D) if you do this you will likely end up with 120-150 stocks across segments. E) filter further if you want based on industries you "know"

10. You should end up with 20-30 stocks after all those filters. Buy them all. I will probably buy 80 different stocks. I am a weird guy. The overall market will do very well in 2021 (likely up 30-40%).

11. I want risk adjusted returns so my picks will be inherently not only in tech. I will likley buy a lot of travel and energy as well.

12. I expect $BTC to go up even further as a "possible" but wrong non correlating asset class. Nothing else seems to provide better returns on your cash

13. I don't anticipate hyper inflation unlike others becuse my assumption is that the US economy will pick up strongly next year but there will be many data points the feds will look at to keep rates low. https://www.zerohedge.com/geopolitical/dollar-being-systematically-destroyed-and-were-path-inevitably-leads-hyperinflation

14. What assumptions did I make? A) Covid vaccine available widely by Q1/Q2 2021 B) Sharp and swift corrections (or bear markets, down 15-20% off Highs) in the market 2-3 times on "growth not picking up" news around the world C) Oil prices start to edge up but remain low