Where do we go from here?

Dear Reader,

The economy is a mixed bag right now, and wary investors are still stuck looking for direction.

Core PCE numbers, while lower than expected, still show inflation at twice the rate of the Fed’s 2% target.

Meanwhile, big tech stocks like Apple and Tesla led the markets higher in Q1, with the Nasdaq ending up around +17% year to date. In fact, it was big tech’s best quarter since 2021.

So how should we proceed? Should we pull money off the sidelines and buy at these levels?

Or should we hunker down and prepare for the next wave of a bigger drawdown?

It’s challenging enough to make these important decisions with the information we do have.

But it’s even more difficult given what we don’t know.

How do we act in the face of another unexpected “black swan” event like a bank collapse, a flare-up in geopolitical tensions, or something that’s not even on our radar?

At this year’s Strategic Investment Conference, we’ll consult our faculty of respected experts on both the risks and opportunities.

What can we expect from the Fed in Q2 and beyond? What will the “cash crunch” in banking mean for stocks, bonds, and the broader economy? What’s the next investing trend hiding in the wings?

We need the input of the best and brightest we can find to help answer important questions like these. To that end, we’ve been adding more expert speakers to the lineup.

I’ve recorded a brief, three-minute video for you with more details. Click here to view the video and to claim your Virtual Pass at a big discount.

Your grateful to be surrounded by good people analyst,

 

John Mauldin
Co-Founder, Mauldin Economics

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