“Standing within the pouring rain, because the bus driver relieved himself on the brick wall surrounding the gasoline 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 group have been there to regroup after the monumental shift we’ve seen in monetary markets this previous 12 months. It was a time to take a step again, have a look at what we’ve achieved, anticipate what’s coming subsequent and above all — to determine how we will finest serve YOU.
In any case, a lot modified this previous 12 months. Whereas I’m positive historians will argue concerning the finer factors over the subsequent few a long time, I’ve little question they’ll look again on 2022 as a serious turning level in historical past.
Not simply because it was a 12 months of report inflation, a fast rise in rates of interest and world pressure.
However fairly, due to what lies beneath all of the mayhem … an important financial, cultural and political shift towards de-globalization.
I’m right here at present to share what we at Banyan Hill are satisfied can be a serious theme within the coming years.
It’s one thing only a few buyers are speaking about, not to mention even serious about…
However we’re. And it’s our obligation that will help 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 via it.
Deglobalization, Inflation, and You
The good globalization growth of the earlier half century — which introduced us low-cost items, low-cost power and low-cost labor — met an unceremonious dying this previous 12 months.
The COVID pandemic, the Russian invasion of Ukraine and numerous reckless authorities insurance policies shaped an ideal storm to thrust us into a brand new monetary period.
Navigating this new period can be filled with challenges, however equally filled with alternative for shrewd buyers who know the way 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 is going to spur an enormous growth in robotics, synthetic intelligence, automation, good logistics … basically all the pieces that includes getting extra productions out of fewer staff.
It’ll make our nation much less depending on international locations that don’t significantly like us … and cut back our danger to industrial espionage.
It’ll speed up the inexperienced power revolution … and even carry concerning 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 present is sufficiently old to recollect the final interval of deglobalization, after World Battle I. It snowballed into the late Nineteen Twenties and, together with a bunch of different unhealthy coverage choices alongside the way in which, culminated within the Nice Despair and the rise of European fascism.
There’s no telling what we’ll see this time, however historical past tells us to arrange for laborious occasions and anticipate the sudden.
Odds are, you possibly can already really feel the strangeness round you. The notion that issues are altering … and also you’re undecided what comes subsequent.
You aren’t alone. Most Individuals really feel this fashion.
Actually, Shopper Sentiment, which measures how assured individuals really feel about their monetary wellbeing, is at its lowest level in historical past…
The Federal Reserve isn’t precisely serving to on the boldness entrance. When probably the most highly effective central financial institution on this planet is attempting to drive unemployment UP and asset costs (aka your retirement) DOWN … that’s not the kind 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 12 months. They’re keen to engineer a recession with the intention to kill it.
However right here’s the factor … they’ll solely be partly profitable.
You see, you possibly can break inflation down into two element components. There’s demand-pull inflation, which is when you’ve got too many patrons bidding costs up. Greater rates of interest are likely to dampen this, and that is the place the Fed could have a point 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 Nineteen Seventies is an effective instance, as was COVID, which is a giant a part of the deglobalization development we’re coping with at present.
Any such inflation is lots tougher to kill as a result of rates of interest received’t make a dent in it. It requires huge funding in expertise and infrastructure … issues that may truly make inflation worse within the brief time period!
What this all means is there can be main winners and main losers as this all performs out.
And should you’re going to seek out the winners … whereas sidestepping the losers … you’ll want an all-star group behind you.
The sensible minds in our community totally perceive these concepts.
And at our retreat, we got here to the belief that we might finest guarantee your success on this unusual new period of investing by coming collectively and providing our steerage on a united entrance.
And so, that’s precisely what we’ve carried out.
Banyan Edge: The Better of the Finest
With The Banyan Edge, we’re bringing our prime consultants collectively beneath one masthead — every coming to the desk with their finest funding concept each single week.
Ian King and Amber Lancaster carry their wealth of data about development 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% acquire in only one 12 months. Not a typo…)
Charles Mizrahi brings his no-nonsense “present me the numbers” method to elementary evaluation and conservative investing … which is how he’s been in a position to 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 pal and collaborator Adam O’ Dell brings his sensible, systematic method to moneymaking with buying and selling techniques and sector rotation… Which is how he’s made 25 triple-digit positive factors this final 12 months.
All of them are coming collectively, for the primary time ever, to type an all-star group. And because the economic system goes deeper into uncharted waters, this group is precisely who you wish to aid you navigate it.
At the moment, 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 present, you possibly can 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 should you’ve been a Banyan Hill reader for any size of time, you’ve in all probability 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 College 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 Avenue Journal and The Washington Put up… 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 reside, work and make investments on three continents, and at present I break up my time between Dallas, Texas, and Lima, Peru.
At the moment, I’ve been tasked with the good 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 all the time identified that every of our gurus stands robust on their very own.
However what the Nicaragua retreat taught us is that after they get collectively — bouncing concepts off of each other and, certainly, difficult one another … they’re SO a lot stronger.
We goal to seize that very same lightning in a bottle with The Banyan Edge.
So right here’s what you possibly can 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 talk about the largest information within the monetary world, and everybody from the group will give their tackle how one can actively flip what’s occurring into market-beating returns. You’ll be able to anticipate the inaugural episode on Monday, December 12.
Then, each Tuesday via Friday, you’ll hear one of the best concept from every of them individually. This week, since lots of you haven’t met all of the expertise that makes up Banyan Hill, the crew will every introduce themselves, present you their investing fashion, 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 deal with on the podcast, or suggestions on this new effort, write them in to BanyanEdge@BanyanHill.com.
I’m additionally extremely interested by the place you stand as an investor at present. As you already know our mission is to publish concepts that assist as many Essential Avenue buyers as doable…
So, please take a second and reply to this one-question survey. It’ll assist us perceive your greatest considerations, so we will 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 just a few zeroes to your web price alongside the way in which.
To New Beginnings,
Charles SizemoreChief Editor, Banyan Edge
P.S. Tomorrow you’ll hear from Ian King, development investor extraordinaire.
He’ll present you his methodology for recognizing multibagger inventory returns in ANY form of market atmosphere — often reserved for his premium subscribers. Simply keep tuned to The Banyan Edge for all the small print.