| Dear Reader, Because of the strong interest in our flagship event, the Strategic Investment Conference (SIC), I’ve decided to announce this year’s virtual conference early. Please read this email carefully and save the dates. Below, you’ll also find a signup link to reserve your seat. If you preorder today, you can claim a 44% early discount on your SIC 2022 Virtual Pass—click here to reserve your Pass now. In the last 12 months, we’ve been forced to say goodbye to many things we’d come to understand as “normal” in the last decade: That FANG-type tech stocks always go up. That inflation would always hover at a manageable 2% level. That the Fed would not allow the money supply to get out of hand. We thought we had a handle on geopolitical risks, interest rates, supply chains, and unemployment. But now, nothing is like it was before. To say that 2022 is shaping up to be a year of significant challenges may be an understatement. However, you and I know that challenges always bring opportunities too. Even in those sectors that have been hit the hardest, you can still find hidden gems if you know where to look. Some—like our Mauldin Economics analysts—would even say that this is the best market environment because there’s now a host of undervalued companies with great fundamentals that practically beg to be picked up. In markets like this, it pays to have experts who can guide you through the mess... who show you what the greatest risk factors are... and where the true jewels are hidden. I can’t wait to consult the esteemed faculty of the SIC 2022. We’re still in the process of lining up speakers—click here to see a few who have already confirmed. SAVE THE DATE: This year’s SIC will take place on alternating days between May 2 and May 11. Conference days are May 2, 4, 6, 9, and 11—plus a special event on May 13, when our analysts and hand-selected guests will discuss their favorite investments. Last year was my first SIC. I didn’t think you could top that experience. But you did. The insight, knowledge, observations that were offered by your presenters were amazing. [...] I hope that this virtual conference continues and grows beyond your wildest dreams. You are having a huge impact on investors’ level of understanding what drives markets.
—Robert D, 2021 SIC attendee I agree with Robert: Last year’s SIC was truly spectacular... and I’m sure this one will be no less amazing. One of the headliners we’ve already secured is Joe Lonsdale of Palantir fame. Joe is the youngest entrepreneur I’ve met, with the longest list of enterprises he either launched or helped launch. If I know him, he’ll tell us all about the latest (ad)venture he’s been up to... and you can be sure it’ll make for a riveting story. Ron Baron, chairman, CEO, and portfolio manager of Baron Funds, and one of the audience favorites last year, will be back on stage with us too. Seven of his high-performing funds were featured in Kiplinger’s “Top Funds in 11 Categories” in 2020. In his 2021 fireside chat with David Bahnsen, Ron revealed the 20X stock he hadn’t sold even one share of, the investing mistake he regretted most, and the type of companies he liked best for investing. I have no doubt that he will come up with equally stunning content this time around, and I’m very happy we managed to get him on another conference with us. Another great guest—this one an SIC first-timer, is Frank Luntz. Frank is the uncrowned pollster king and one of the most honored communication professionals in America today. The “Instant Response” focus group technique pioneered by him has been profiled on 60 Minutes, Good Morning America (on Election Day), and on PBS’s award-winning Frontline. Frank has been a guest on virtually every talk show in America. No wonder because he is the man with his finger on the pulse of the nation. He knows like no one else what is trending and how investors can make those trends work in their favor. just picked three of our speakers for a quick snapshot, but our faculty already consists of over 40 preeminent experts... and more are signing on by the day. For more details and to preorder your SIC 2022 Virtual Pass, click here. Like last year, aside from solo presentations, you’ll also enjoy our ever-popular panels and fireside chats focusing on the hottest economic, political, and investment topics of the day. And of course, you’ll be able to review the conference content over and over again—in video and audio format and via transcripts and presenter slides. Like drinking from a firehose, and I’m still processing it and viewing the presentations that I missed live.
—George L Being able to absorb so much knowledge and information at my own speed made it possible to actually digest not only the facts and opinions, but also the corpus of each speaker’s message. [...] It was exciting to be exposed to such brilliance and variety.
—Dean M I hope this year you’ll be one of these happy, excited attendees, whether it’s your first time or you’re a seasoned SICer. My team and I will keep you updated along the way. Let’s make sure that saying goodbye to the old “normal” also includes saying hello to something new and better. Take advantage of the early discount and preorder your SIC 2022 Virtual Pass now. Your ready to embrace whatever comes next analyst, John Mauldin
Co-Founder, Mauldin Economics | 