Your predictions December 2023: Comp!

[Lunettesman]

Ukraine: Europe will have to choose between freezing during the 2023-2024 winter and still listening to Biden or to accept Russia as winner. Hopefully by then the European governments will realize that the sanctions work against Europe. Will they care from their gold castle? Not sure. 

 

Crypto: i see a decrease in general of 20-30%. With a massive gain in the summer of 2024.

 

Inflation: will continue to rise slowly but surely. I don't see any other way.

 

Twitter: will be a 200 billions company if Musk is not suddenly missing. Tesla stocks will remain more or less at the same price. 

 

Habanos: stock won't improve, slightly price hike, expensive new limitada if we see them. Quality will be less good as the recent years. People will hold on to their stock unless a profitable sale.

 

Bonus: the corona s***t show will be back after china opens theirs boarders. Expected new variant, of course more dangerous than the previous ones, with more testing going on to travel. We might see a comeback of the covid pass in europe and we will see the light of a carbon pass. But that's another story. 

[Taco]

Ukraine 

Ukraine continues resistance backed by the west. This has legs to last multiple years. Situation likely does not change. If it does change, Russia has bankrupted itself.

Crypto

Crypto, led by Defi protocols, will rise, NFTs will have a slight resurgence, ETH and BTC rise as the digital world keeps churning. $2500 and $30K, respectively. A CBDC has emerged. 

Inflation 

US Inflation settles in the 4-5% year over year area. This is the new norm. Get used to it. Wages stagnate and unemployment increases. Murmurs of revolution are abound. 

Tesla/Twitter/Elon

Tesla will slowly loses market share in the electric car arena. Pivot inbound into other areas like plane engines. We've already seen them doing this. Elon is smart enough to innovate.

Twitter begins to allow once banned members back on. Trump announces via twitter Elon as running mate for the 2024 presidency. 

Elon buys back all the bitcoin he sold. He has 2 more children named Elona and Nole (Elon spelled backwards). Vain. 

Everything Elon touches is intertwined. 

Habanos 

The price increase beatings will continue until morale improves. Eventually, Habanos, inundated with cigar smokers gladly handing over money, will move to a subscription based system controlled by the distributors. Habanos announces they only accept crypto moving forward. Dogecoin is their preferred payment method. Elon becomes spokesman for Habanos. 

 

Wow this kinda went off the rails. 

[cigcars]

[winelover]

Ukraine - Putin dies in office and the grinding war goes on (as new leader isn't any improvement), with Ukraine finishing 2023 having retaken most of their lands and beginning an incursion into Crimea, with the Russian public becoming increasingly concerned re the casualty toll.  Russia tests a nuclear device in the Arctic and now fights a war of rhetoric spooking the NATO led alliance considerably, but Ukraine has the military advantage and is not minded to surrender.

Crypto - Bitcoin ranges between $12K to $25K and closes at USD 14K

Inflation - has peaked and continues to fall across the world (in general) over the year

Tesla / Twitter / Elon - other motor companies continue to gain market share in EV and Tesla share price remains in the doldrums, particularly as EVs become less attractive given lowish oil prices.  Elon remains as CEO of Twitter, makes some minor improvements, and begins to improve monthly ad revenues since takeover

Habanos - remains sold out almost everywhere including in major airports and on average across the board prices move up 50%.

[El Presidente]

And we are closed. See you in December 

[Bill Hayes]

Ukraine - Russia pushed back slowly with help from west. Putin losing face so mounts an offensive. Insiders decide it's too much and he is assassinated and made to look like a heart attack. A compromise treaty is put in place but it is not worth the paper it's printed on. Doesn't end things entirely but just a stalemate like India/Pakistan and Israel/Palestine.

Crypto - Bitcoin will drop then steady as she goes and many others will die around it with investors moving their crypto to the bigger players to be safe - kind of like gold. NFT has an opportunity to surge in varying ways different to owning a set of gifs etc. The platform will grow slightly with new subscription content/entertainment and applications.

Elon - Twitter will be revolutionised in a new way. In what way, I have no idea. I'm not Elon. Tesla stock will level out and grow slightly. Electric cars are the future. Maybe a new affordable Tesla for families. Also the introduction of driverless cars like Uber. Wouldn't be surprised if Elon puts money into this, helping to raise Tesla stocks.

Inflation - Will rise initially then steady towards the end of the year.

Habanos - A good leaf year will see some good stock coming out with an increase in the trend of catering for the top end of the market. Even though China's economy will take a slight downturn Habanos will still stick to making Cuba the Bourdeaux of cigars. Cohiba to launch a very exclusive LE. Prices edge higher in the back half of the year. Mid tier will see some deletions unfortunately - RA, Punch, SLR, Diplomaticos, JL, Sancho Panza etc. We will buy more Nudies - Yay! And will smoke BBF, Monte 2, Upmann, JL 2, Party D4 and Lusi on special occasions, instead of regularly. 

[Meklown]

Giving it a bump - how did we do?