Dear Reader,

Just before Election Day, I said that once the results came in, we wouldn’t get certainty—we’d just transition into a different kind of uncertainty.

But even I didn’t expect just how fast the mixed signals and sweeping new tariffs would amplify this wave of uncertainty.

If you’ve felt—especially in recent weeks—that the ground beneath your feet is shifting, you’re not imagining it.

Some call it a “vibe shift.” Others, a global reset.

We’re witnessing the end of an old order—the death of trust in institutions — and the uncertain birth of what comes next.

But moments like this—rare as they are—also bring opportunity.

The question before us is, how do we position ourselves—not just for what’s next, but for what’s happening right now?

That’s why we’ve chosen “The Global Vibe Shift” as the theme of this year’s Strategic Investment Conference—SIC 2025—and why this may quite literally be the most important SIC we’ve ever hosted.

Click Here to View Your Invitation and Reserve Your Virtual Pass Now at 44% Off

Most of us are somewhere in between reconciling long-held beliefs—about America, the markets, leadership, or the global order—with an uneasy acceptance of a world in transition.

The rules are changing. Monetary orthodoxy is breaking down. Global alliances are being redrawn. 

That’s what this year’s conference is designed to address.

What happens post “Liberation Day” and where does Trump’s tariff ping-pong take us? What happens to US dominance—let alone the Republic—under the weight of fractured institutions?

How do we position ourselves for the second- and third-order effects through all of it, starting now?

Click Here to View Your Invitation and Reserve Your Virtual Pass Now at 44% Off

Tariffs, AI, war, populism, media distrust, climate, demographic cliffs, the death of expertise, the erosion of global norms—it’s a lot to take in.

Call it a vibe shift, a global reset, a turning—whatever name you give it, one thing is clear: The foundations are shifting daily. The way markets, global power, and money work isn’t what it used to be… and the rate of change is accelerating.

That’s why I’m inviting you to SIC 2025—so we can make sense of what’s happening, what it means for our portfolios, and how to position ourselves starting now.

You’ll also have the chance to ask questions and engage in the conversations that actually matter. You’ll hear a wide range of perspectives—sometimes competing but always insightful.

You’ll be able to watch it live, revisit the sessions on your own time, listen in audio format, and read the full transcripts.

Reserve your Virtual Pass today, as we still have a window—albeit a small one—to think, plan, and decide how we’ll structure not just our portfolios… but our lives and our futures.

Click Here to View Your Invitation and Reserve Your Virtual Pass Now at 44% Off

Your watching-the-world-shift-but-staying-grounded analyst,

John Mauldin