ROBO - Investment Strategy For 2021

• The year 2021 is going to be one of radical uncertainty just because there is so much that is unknown about the pandemic, the economy, government policy, etc.
• The year 2020 was dominated by three things: the pandemic, the Fed's easy monetary policy, and bifurcation of the society, with, in the latter case, the wealthy getting a lot wealthier.
• The investment strategy for 2021 must pay a lot of attention to what the "new" Modern Corporation is doing and to what "legacy" companies are or are not doing.
• This distinction dominated investment results in 2020 and is expected to play a major role in how outcomes are determined in 2021 and so investors need to pay attention.

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