Think of a virtual shopping mall, where your avatar can try on clothes and you can see exactly what they will look like on you. Sales will increase, returns will decrease and some companies will opt to not have physical locations at all. Profit margins could soar. It takes online shopping to a whole new level. Zoom meetings might be far more realistic, and companies will continue to save tons of money on travel budgets. Some companies to watch in this space include Nvidia Corp., Matterport Inc.
Like we saw in the Roaring Twenties, consumers might be about to embark on a giant, multi-year spending party once pandemic restrictions ease. Now, a massive influx of spending might not help inflation numbers, but it will be a boon to corporations, which will see higher revenue, higher demand and more customers lining up at the door. Travel and leisure stocks could surge again, too.: A lot of ink was spilled in 2021 about how bitcoin and other cryptocurrencies were replacing gold in portfolios.
Bitcoin has never been tested in a period of inflation, nor in a true bear market. We have seen a lot of merger activity in the gold sector this year, setting up cost savings for these merged companies and eliminating some stocks that sector investors can buy. Higher gold prices, cost savings and fewer companies could combine to form a powerful gold sector rally once investors lose their love affair with cryptos.Peter Hodson, CFA, is founder and head of Research at 5i Research Inc.
I'll just do what Pelosis are doing.