I predict Macy's will recover +25% from it's current price, breaking $14/share.
I predict Carnival Cruises will go up much more than +50% from here, over $32/share.
I've invested in both stocks. They were hit hard by Covid, but have done well as the recovery unfolded. As vaccinations roll out, I expect more recovery.
If most people spent CARES act money on necessities like rent and food, then I imagine it will cause less inflation than expected. People in the lowest 1/3rd spend more money than they take in, going into debt. Since relief efforts aimed at people with lower (or lost) incomes, I expect most of that money went to food and rent. At the same time, many businesses closed or abandoned places with high rents. So landlords probably had mixed results. Maybe I'm too influenced by the Global Financial Crisis, after which inflation was predicted and didn't show up.
Gold has done very well for 2 years (2019 +18.5%, 2020 +25%), but if fears of inflation subside, I think gold's gains subside with it. So "less than 10%" in 2021?