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Summary
- Massive fiscal and monetary stimulus.
- Huge pent up consumer demand and need to rebuild inventories.
- Risk to dramatic rise in debt/gnp.
- Outlook for profit growth is strong, but stronger outside US.
Will be doing intimate webinar 2/25 8EST on the outlook for economy, profits, the dollar, markets, how to think about forecasts, impact and risks of fiscal/monetary stimulus and dramatic increase in debt/GNP, and lots more, including impact of the "robinhood" investors. Limited number of seats to allow for everyone to ask questions.
https://www.speakeasy.com/e/investment-plan-2021
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