Barron's Advisor Mary Ann Bartels: Stocks, Bitcoin Poised to Keep Rallying in 2025
Dec 17, 2024
Mary Ann Bartels, Chief Investment Strategist at Sanctuary Wealth, shares her insights from over 40 years on Wall Street. She believes we are entering a 'golden age of investing' with promising growth in technology, small caps, and Bitcoin. Bartels discusses the transformative power of AI in enhancing productivity and America's leadership in this sector. She also contrasts Bitcoin's stability with Ethereum's tech focus and emphasizes the importance of long-term investment strategies despite market volatility.
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Mentorship and Macro
- Mary Ann Bartels credits her Aunt Bernadette, a Wall Street pioneer, for mentoring her.
- Aunt Bernadette taught her to connect macro themes with client profits.
Golden Age of Investing
- Bartels believes we are in a "golden age of investing," similar to the 1920s and 1990s.
- She predicts a secular bull market until the end of the decade, driven by AI, blockchain, and Web3.
End of the Bull Market
- The secular bull market, started in 2013, will likely end when all investors are in and the market is levered.
- This will lead to a 15-20 year secular bear market, though profits are still possible with proper investment strategies.