The state of the economy is generally positive. Pent up demand will continue to be unleashed as vaccinations increase but don’t expect a new Covid-19 stimulus bill until mid march, if then. Also, expect a re-allocation of resources away from oil and gas and towards renewables. As far as new policies that effect the economy, it’s anybody’s guess as to which ones will pass; the only certainty is an increase in regulations in the Federal Register.

Some funds that you can bet on for the whole year are QQQJ and ICLN. Other good funds appear to be VIOG, PS, SLYG, IJT, and JSML. High sector rank stocks that are expected to do well over the next 1 – 3 months are: PUGOY, SCFLF, STLA, F, AXL, YAMHF, PRIM, NX, DAN, and NGLOY. Good dividend growth stocks are: APAM, DCP, ETH, PAGP, LYB, OMP, SXC, SUN, VOD, and WES. At the moment, the best monthly paying CEFs for income and capital appreciation are: BXMX, DIAX, CII, BDJ, IGR, JRS, PGZ, ECC, BOE, BSTZ, CHI, SPE, and BWG. Hoping that this year is better than last, I wish you good investing!