I spent the past couple of days trying to get my thoughts in shape for 2025.
For me, there are a couple of defining themes for the next couple of years. These are:
- The age of Trump, and the state of the US economy
- The acceptance of Bitcoin as a veritable and even preferred asset class by many governments and institutions
- The rise of artificial intelligence (#AI), and
- The state of the Nigerian #economy
Trump has formed a billionaire cabinet. This pro-business and pro-crypto cabinet will influence the US market in ways we haven't seen in a long time. And with people like #Trump and The #Elonmusk steering things, I expect the American economy to pretty expand over the next couple of years. 📈
Together with this change (age of Trump), or perhaps because of it, we're seeing massive acceptance of #Bitcoin 🪙 by governments and institutions as a reserve of value. The momentum will keep building and cryptocurreny investors will print money as it gets into the mainstream.
AI I believe is still in its infancy; #ChatGPT and Meta AI are just a tiny tip of the iceberg. And just wait until the military joins the party! Other sectors like entertainment, logistics, agriculture, etc, will also change dramatically over the next couple of years (or decades) due to AI. I see trillion dollar companies being minted. 💎
And finally, for those of us ride-or-die Nigerians, the state of the Nigerian economy 🇳🇬. The past 18 months have been a terrible downward spiral. But it seems this is stabilizing now. (I said stabilize, not better; nothing is going to get better anytime soon!) However, what investors need is stability, so this works in our favour. People will start building again, and investors will come in. Policies are being developed to make business easier... but we are not going to escape from the escalating cost of fuel/energy/power. Still, I expect growth in businesses, the stock market, property prices, etc. 🏘️📊
So, in conclusion, where should one start investing now? Below are my recommendations:
- Invest in #crypto. (If you're not doing this, you have no right to call yourself an investor)
- Invest in US stocks, and ensure you have a healthy exposure to AI-related stocks
- Invest in Nigerian stocks. I plan to stick with the Insurance sector - simply because I'm too lazy to do much analysis
- Invest in tech start-ups - if you have the wherewithal, you're not in a hurry to see returns, and you're willing to risk it all
- And of course, invest in real estate. When all the dust settles, this reliable wife will still be there for you.
Welcome to 2025!
