While it included the single biggest disaster stock investment of all-time, which led to some resorting to ungodly acts against me, it would also become the greatest personal investing single year and also for a five year period too – read here
I began 2025 with this outlook:
Overall – The Trump honeymoon period stumbled during the holidays, but I think will remain a net benefit to the U.S. stock market to his “Coronation” on January 20th (and maybe as far as the end of the Summer). I do believe Trump’s enemies will only become worse as the year progresses, and resorting to serious violence would not come as a surprise. A far more defensive approach as the year moves on, but if you’re a chicken like me, there’s room in the foxhole now to be completely out of general equities not related to precious and base metals. I truly believe Gold will outperform both stocks and bonds again this year.
Review – Trump did stay rather strong through the end of summer but much of what he set out to do, never made it much past the mouths of his lapdogs, Navarro and Lutnick. China masterfully outplayed Trump in the Trade War, and most others never followed through on much and are also playing run out the clock with Trump. Meanwhile, his many enemies did become worse as the year progressed and resorted to serious violence. The metals and mining did indeed greatly outperform stocks and bonds.
Grandich Model Portfolio (Not Investment Advice) – While I believe the U.S. stock market will end the year either side of unchanged (I’m not in the camp calling for a hard fall), I very much like owning Emerging Markets Ex-USA Funds (World Funds ex-USA), as they are far more attractive valuation wise. I especially like Chinese stocks (most are calling for them to go a lot lower- not me) over U.S. for all of 2025. If you’re going to own U.S. general equities, I would own only Equity Index Annuities, if not willing to go overseas for equity exposure
Review – Emerging markets and especially the Chinese stock market, did indeed outperform the U.S. stock market
Bonds – I’m sticking with T-Bills and CDs, no longer than 18 months duration. – Did okay with them
Gold – $3,000+ when, not if, in 2025. If conditions come more into focus, $4k is not out of the question. Bang-on
Silver – Kissing sister status remains until clears $36 Turned bullish when it went under $30 and then said it can outperform gold was another in a series of great calls!
Copper – Favorite metal for 2025. $4 heading to $5+ in 2025 – It did indeed and then some!
Mining shares – Major Gold producers will be printing money in 2025 with record free cash flow that can lead to huge increase in M & A. – They did indeed!
Junior Resource Shares – One of these days… Our day finally arrived and boy did it ever!
BITCON – Never, ever, ever! Read here
