“Standing within the pouring rain, because the bus driver relieved himself on the brick wall surrounding the fuel station, two ideas crossed my thoughts.
One, whether or not I’d made an enormous mistake internet hosting an organization retreat in Center-of-Nowhere, Nicaragua.
And two, if the rickety bus with my baggage strapped to the highest would truly make it to our vacation spot…
Three hours later, all sense of unease was erased from my thoughts. I sat comfortably, staring out over the Pacific Ocean alongside the undisputed titans of monetary publishing…
Charles Mizrahi, Ian King, Amber Lancaster, Michael Carr, Adam O’ Dell…
Writing the subsequent chapter of the Banyan Hill story.”
These phrases come from the CEO of Banyan Hill Publishing, Aaron James, describing a weeklong retreat to a reclusive ranch on the Nicaraguan coast.
He and the remainder of the Banyan Hill workforce have been there to regroup after the monumental shift we’ve seen in monetary markets this previous yr. It was a time to take a step again, take a look at what we’ve achieved, anticipate what’s coming subsequent and above all — to determine how we are able to greatest serve YOU.
In spite of everything, a lot modified this previous yr. Whereas I’m positive historians will argue in regards to the finer factors over the subsequent few a long time, I’ve little question they’ll look again on 2022 as a significant turning level in historical past.
Not simply because it was a yr of report inflation, a speedy rise in rates of interest and world pressure.
However reasonably, due to what lies beneath all of the mayhem … a fantastic financial, cultural and political shift towards de-globalization.
I’m right here at this time to share what we at Banyan Hill are satisfied might be a significant theme within the coming years.
It’s one thing only a few buyers are speaking about, not to mention even fascinated about…
However we’re. And it’s our obligation that can assist you put together for the headwinds the mainstream monetary media refuses to see coming.
Let’s first dive deep on what this shift means… After which I’ll present you ways the subsequent chapter of Banyan Hill is all about serving to you succeed by it.
Deglobalization, Inflation, and You
The good globalization increase of the earlier half century — which introduced us low-cost items, low-cost power and low-cost labor — met an unceremonious loss of life this previous yr.
The COVID pandemic, the Russian invasion of Ukraine and a variety of reckless authorities insurance policies shaped an ideal storm to thrust us into a brand new monetary period.
Navigating this new period might be stuffed with challenges, however equally stuffed with alternative for shrewd buyers who know methods to learn the writing earlier than it hits the wall.
You see, whereas deglobalization will create a drastic change in what we’re all used to, it isn’t all unhealthy.
By necessity, it’s going to spur an enormous increase in robotics, synthetic intelligence, automation, good logistics … basically every part that includes getting extra productions out of fewer employees.
It’ll make our nation much less depending on nations that don’t notably like us … and scale back our danger to industrial espionage.
It’ll speed up the inexperienced power revolution … and even carry in regards to the return of “Made in America”!
However we received’t get there in a single day. And it’ll be a wierd expertise getting there.
Nobody alive at this time is sufficiently old to recollect the final interval of deglobalization, after World Warfare I. It snowballed into the late Twenties and, together with a bunch of different unhealthy coverage selections alongside the way in which, culminated within the Nice Melancholy and the rise of European fascism.
There’s no telling what we’ll see this time, however historical past tells us to arrange for onerous instances and anticipate the sudden.
Odds are, you may already really feel the strangeness round you. The notion that issues are altering … and also you’re unsure what comes subsequent.
You aren’t alone. Most Individuals really feel this manner.
Actually, Client Sentiment, which measures how assured folks really feel about their monetary wellbeing, is at its lowest level in historical past…
(Click on right here to view bigger picture.)
The Federal Reserve isn’t precisely serving to on the arrogance entrance. When probably the most highly effective central financial institution on this planet is making an attempt to drive unemployment UP and asset costs (aka your retirement) DOWN … that’s not the type of factor to make you’re feeling heat and fuzzy!
The Fed has its causes. They — like all of us — are sad with the stubbornly excessive inflation charges we’ve seen all yr. They’re prepared to engineer a recession with a purpose to kill it.
However right here’s the factor … they’ll solely be partly profitable.
You see, you may break inflation down into two element elements. There’s demand-pull inflation, which is when you have got too many consumers bidding costs up. Larger rates of interest are inclined to dampen this, and that is the place the Fed may have some extent of success.
However then there’s the opposite half … cost-push inflation. That is when costs rise due to a sudden sudden shortage that drives up prices. The oil embargo of the Seventies is an effective instance, as was COVID, which is an enormous a part of the deglobalization pattern we’re coping with at this time.
This kind of inflation is loads tougher to kill as a result of rates of interest received’t make a dent in it. It requires huge funding in know-how and infrastructure … issues that may truly make inflation worse within the quick time period!
What this all means is there might be main winners and main losers as this all performs out.
And when you’re going to seek out the winners … whereas sidestepping the losers … you’ll want an all-star workforce behind you.
The sensible minds in our community absolutely perceive these concepts.
And at our retreat, we got here to the conclusion that we may greatest guarantee your success on this unusual new period of investing by coming collectively and providing our steering on a united entrance.
And so, that’s precisely what we’ve completed.
Banyan Edge: The Better of the Greatest
With The Banyan Edge, we’re bringing our high consultants collectively beneath one masthead — every coming to the desk with their greatest funding thought each single week.
Ian King and Amber Lancaster carry their wealth of data about progress investing, whether or not these alternatives are in disruptive small-cap shares or cryptocurrencies… (The latter is how Ian’s readers landed a 18,000% achieve in only one yr. Not a typo…)
Charles Mizrahi brings his no-nonsense “present me the numbers” strategy to basic evaluation and conservative investing … which is how he’s been capable of sidestep each market crash of his profession (the 1987, 2000, 2008, 2020 and 2022 crashes).
Michael Carr brings his experience in technical evaluation, mastery of choices buying and selling and bottomless effectively of macroeconomic perception… Which explains how, even throughout 2022, he produced an total 78% return with short-term trades even because the market fell as a lot as 25%.
And my long-time good friend and collaborator Adam O’ Dell brings his sensible, systematic strategy to moneymaking with buying and selling techniques and sector rotation… Which is how he’s made 25 triple-digit positive factors this final yr.
All of them are coming collectively, for the primary time ever, to type an all-star workforce. And because the economic system goes deeper into uncharted waters, this workforce is strictly who you need to allow you to navigate it.
In the present day, I’m proud and honored to welcome you to The Banyan Edge — an enormous step ahead for us at Banyan Hill and also you as an investor.
Beginning at this time, you may consider me as your VIP connection to the highest funding minds within the Banyan Hill household.
However who am I, you ask?
My Title Is Charles Sizemore
I’ve been writing about monetary markets for 20 years, and when you’ve been a Banyan Hill reader for any size of time, you’ve most likely stumbled throughout my work. I’ve been contributing to Cash & Markets and Inexperienced Zone Fortunes together with Adam O’Dell since 2020.
I began whereas a grad pupil on the London Faculty of Economics, and within the years since, I’ve been a frequent visitor on CNBC, Yahoo Finance, Bloomberg TV and Fox Enterprise Information… Quoted in Barron’s, The Wall Road Journal and The Washington Publish… And contributed to Forbes and Kiplinger’s Private Finance, amongst others!
I’ve additionally been within the trenches, founding and managing a quantitative hedge fund. My profession has introduced me to stay, work and make investments on three continents, and at this time I break up my time between Dallas, Texas, and Lima, Peru.
In the present day, I’ve been tasked with the nice privilege of curating the insights of our best-of-the-best funding analysts, and delivering them to you.
And that’s precisely what we’re placing collectively in The Banyan Edge.
What to Anticipate From The Banyan Edge
We’ve at all times recognized that every of our gurus stands robust on their very own.
However what the Nicaragua retreat taught us is that once they get collectively — bouncing concepts off of each other and, certainly, difficult one another … they’re SO a lot stronger.
We purpose to seize that very same lightning in a bottle with The Banyan Edge.
So right here’s what you may anticipate.
Each Monday, I’ll share a brand new episode of The Banyan Edge Podcast. In it, I’ll sit down with our consultants for an hour or extra and focus on the largest information within the monetary world, and everybody from the workforce will give their tackle how one can actively flip what’s happening into market-beating returns. You possibly can anticipate the inaugural episode on Monday, December 12.
Then, each Tuesday by Friday, you’ll hear one of the best thought from every of them individually. This week, since a lot of you haven’t met all of the expertise that makes up Banyan Hill, the crew will every introduce themselves, present you their investing model, and show what it’s able to.
And right here’s the place it will get enjoyable for you.
We wish you to be simply as massive of part of this new effort. When you have questions or feedback you’d like us to sort out on the podcast, or suggestions on this new effort, write them in to [email protected].
I’m additionally extremely interested by the place you stand as an investor at this time. As you recognize our mission is to publish concepts that assist as many Most important Road buyers as attainable…
So, please take a second and reply to this one-question survey. It’ll assist us perceive your greatest issues, so we are able to information you towards a vivid future.
Banyan Edge is my new child, and I look ahead to watching it prosper.
Much more than that, I look ahead to serving to you navigate this new market paradigm … and ideally add a number of zeroes to your internet price alongside the way in which.
To New Beginnings,
Charles SizemoreChief Editor, Banyan Edge
P.S. Tomorrow you’ll hear from Ian King, progress investor extraordinaire.
He’ll present you his technique for recognizing multibagger inventory returns in ANY sort of market atmosphere — normally reserved for his premium subscribers. Simply keep tuned to The Banyan Edge for all the main points.