My close friend, economist David Rosenberg, issued one of the sharpest warnings I’ve seen from him:

“If Larry Fink is correct in that the trade-inflicted recession has already started…
then all markets—from equities to credit to commodities—are only now just past the halfway point in pricing it in.
Don’t panic. Just be prepared.”

He’s right: We shouldn’t panic.

If a trade-inflicted recession has already begun, what’s the best way to prepare?

Because unless something changes soon, I believe it’s a very real possibility.

And while I still think this too shall pass—hopefully quickly—we can agree that hope is not a strategy.

We must start by recognizing that what we’re experiencing may not be a temporary shock or even bad policy…

If emergency powers are being used to rewrite global trade norms…

If long-standing alliances—economic, political, generational—are fraying and reforming…

Then what we’re facing goes far beyond tariffs or inflation.

It’s a realignment—a rewiring of the global order as we’ve known it.

Some call it a reset. Others, a reckoning.

I call it a global vibe shift—and it’s the theme for this year’s Strategic Investment Conference.

[Click here to secure your Virtual Pass for 44% off]

That means we need to be asking better, tougher questions:

What if we’re only halfway through the fallout? What’s the next domino? How will the ripple effects hit our portfolios… and our everyday lives?

Even more importantly, in a world of mistrust and realignment, who do we trust?

If we’ve learned anything these past few years, it’s that clarity doesn’t come from politicians or the media, it comes from those who see things just a half bubble off dead center.

It comes from independent thinkers… those who’ve been speaking up for years—about the Fed, the media, the debt spiral, and Washington.

People like Danielle DiMartino Booth, Howard Marks, Felix Zulauf, Marko Papic, David Bahnsen, Louis Gave… and of course, my close friend David “Rosie” Rosenberg.

Along with many others whose voices matter now more than ever.

They’ll join us this year—alongside a slate of new faces bringing fresh frameworks and perspectives—for what I believe may be the most important Strategic Investment Conference we’ve ever held.

The stakes are simply too high not to be in the room.

I want you to reserve your spot now. The dates, agenda, and full speaker list are on the order form.

You’ll save 44%. And as soon as you register, I’ll send you an email with more details about the conference, and an invitation to our private investor forum—where the conversations are already starting.

I hope you’ll join us—whether it’s your first time attending or your 21st.

Because in times like these, being in the right rooms with the right people makes all the difference.

[Click here to secure your Virtual Pass for 44% off]

Your preparing for a realignment and positioning for opportunity analyst,

John Mauldin