At the start of every year, Bryce and Alec (Ren) make a number of predictions for the year ahead. These aren't any ordinary predictions - they have to be bold.

We record these predictions here, and come back at the end of the year to see how we did.

2020

Alec's 2020 Bold Predictions

Bryce's 2020 Bold Predictions

  • We will see a company with a $2 trillion market cap
  • AirBNB will be the biggest IPO in 2020 (measured as biggest gain from IPO price for companies over $1 billion market cap)
  • Private equity will stumble
  • WAAAX stocks averaged 88% growth in 2019. (1) They will do it again & (2) Afterpay will be the worst performing of the five companies
  • US Federal Reserve balance sheet will once again go over $4.5 trillion
  • There will be a 3rd-party challenger in the US Presidential Election
  • Another country announces they are, or votes on, leaving the European Union
  • Sydney Swans finish higher than the Essendon Bombers
  • Australia’s GDP growth will be less than 1.75%
  • India will be the star stock market performer – outperforming major markets US, Aus, Japan, Brazil, China, Euro
  • Residential property prices will experience +10% gains in both Sydney and Melbourne
  • Ethical investing inflows in Australia will be the biggest ever
  • Agriculture will be the worst performing sector in Australia
  • CSL will become the biggest ASX company by market cap
  • Donald Trump will be re-elected in 2020
  • Piracy makes a comeback
  • Hawthorn Hawks make the AFL top 4

As a special bonus: Bold Predictions from Andrew Brown, East 72 Holdings

  • Australia will be in recession by end of 2020
  • There will be one interest rate cut by the Reserve Bank of Australia
  • The ASX 200 will break through 7100 but finish the year lower than the start of the year
  • ANZ Bank (ASX: ANZ) will outperform the other Big 4 Australian banks
  • There may be some mergers in the banking sector – most likely involving Suncorp (ASX: SUN), Bank of Queensland (ASX: BOQ) or Bendigo and Adelaide Bank (ASX: BEN)
  • Gold will have a resurgence
  • S&P 500 will finish the year lower than where it started
  • Volatility will rear its head in 2020
  • Sydney Roosters will 3-peat will another NRL premiership in 2020

2019


Alec's 2019 Bold Predictions

Bryce's 2019 Bold Predictions

  • S&P 500 will not fall below its 24 December 2018 low until the second half of 2019
  • Afterpay (ASX: APT) won’t be above its current share price at the end of year
  • WeWork is the troubled startup story of 2019
  • No Brexit in 2019
  • Trump gets his border wall
  • After the 2019 Federal Election, Australia will have a minority government
  • West Coast Eagles won’t make the top 8 after winning the premiership last year
  • S&P 500 will drop another 400 points (~15%)
  • Disney (NYSE: DIS) will outperform the Dow Jones Industrial Average
  • Lyft (NASDAQ: LYFT) will outperform Uber (NYSE: UBER) from their respective IPO’s
  • Trump will be impeached
  • Value stocks will outperform growth stocks
  • Essendon Bombers will win at least 2 finals

2018


Alec's 2018 Bold Predictions

Bryce's 2018 Bold Predictions

  • Australian stock market will outperform the American stock market
  • Amazon will have a slow start in Australia
  • At least one jurisdiction will have self-driving cars in operation
  • Waymo will be the first self-driving car company on the road commercially
  • We will see a crash of 20% or more in the US
  • The US market crash will happen on 15 September 2018
  • Woolworths (ASX: WOW) will outperform Wesfarmers (ASX: WES) in % terms
  • Trump will be impeached
  • Bitcoin will fall outside the top 3 cryptocurrencies in terms of market cap

Have your own bold prediction? Let us know what it is in our Facebook Discussion Group