What Are The Markets Whispering for 2014?

I see 3 major trends for the markets next year in 2014:

  1. Investing in Africa only accelerates
  2. $GBPUSD enters 2014 at the bottom of its 5-year consolidation pattern (strong USD)
  3. The rise of women in finance

Last Thursday, at Stocktoberfest, I presented 2 of the 3 ideas on a panel with Howard Lindzon, Chairman, StockTwits, Christopher Perruna, Director of Project Management at Gardiner & Capital Theobald, Greg Harmon, DragonFly Capital, Cole Wilcox, CEO Longboard Asset Management, and Mike Bellafiore, SMB Capital. Here is my presentation:


(Infographics credit)