Weâre just days away Dear Reader, Even savvy investors and analysts can fall into cognitive traps. Availability bias, for example, fools us into believing todayâs headlines tell us the stories that will impact us most tomorrow. In reality, itâs often the stories weâre not considering that will have the greatest impact on our economy and geopolitics in the next 6â12 months and beyond. ([If you havenât already claimed your virtual pass for this yearâs Strategic Investment Conference, nowâs the time](. Our expert faculty will provide thoughtful analysis and actionable insights on all the most important challenges and opportunities we face starting on Monday, May 1. Donât miss it.) Take energy, for example. It was the biggest story of the summer last year after Russia invaded Ukraine. Youâll remember many folks were talking about $200 oil at the time. Since then, weâve heard bits and pieces about the depletion of the SPR or Saudi Arabia getting friendly with the Kremlin. However, people have largely moved on to the next headline. If youâre considering the economic pivot points that will have the greatest impact in the years ahead, I canât think of one greater than the energy markets. Energy prices are volatile and feed into the price of everything. Thatâs why Iâve asked my friend Sam Rines to assemble his dream team of energy experts for a roundtable discussion at this yearâs [Strategic Investment Conference](. He shared the names heâs put together, and I think youâll be impressed with the depth of knowledge and insights youâll receive if you join us. To meet the increased demand for energy in the coming years though, I expect weâll need more than just oil and gas. To that end, Iâm excited to announce SIC will feature a nuclear energy panel with Amir Adnani, Christopher Levesque, and Dr. Michael Goff. Nuclear will certainly play a role, and Iâm eager to hear about the biggest opportunities. Of course, weâll also have our highly anticipated bear-bull debate, as mentioned earlier, featuring my good friends, Dr. Ed Yardeni and David âRosieâ Rosenberg. Our own Ed DâAgostino will help keep things cordial as they each lay out their case for where they expect the economy to head from here. Next, weâll have our money management panel. If youâre managing portfolios or advising clients, you wonât want to miss this lively discussion. The brilliant minds on this panel manage billions of dollars in combined assets. In this session, theyâll each share their unique approach and the opportunities they see. When we consider the âunthinkable,â no conference worth its weight would skip out on geopolitics. We saw last year the effect an unexpected invasion or geopolitical crisis can have on inflation, commodity prices, and shortages of all kinds. This year, weâll discuss tensions with Russia, China, and more, plus how weâd be affected if things come to a head. Weâll add a new moderated discussion between former presidential candidate Andrew Yang and top political strategist and pollster Dr. Frank Luntz. The political climate is reaching a point where Americans are growing increasingly frustrated with the current two-party system. No matter your political leanings, youâll want to tune in to their discussion on the heart of the problem and potential solutions from the center. Thatâs all in addition to the final panel, often my favorite of the entire conference. Iâll admit I selfishly enjoy having the chance to ask several of the smartest minds my most burning questions. This year, Iâll be joined on our last day by Felix Zulauf, Bill White, David Bahnsen, and Neil Howe. If you havenât yet purchased your virtual pass for the SIC, donât delay. Weâre just days away from the official kick-off, and you wonât want to miss a single second of it. Youâre welcome to pick and choose which sessions are most applicable to you if youâd like. Many join us for the whole thing and enjoy getting the broader picture. In the end, itâs entirely dependent on you and your goals. The stakes are higher than ever this year. Make sure youâre there to join us at the most important SIC weâve ever held. [Click here to view all the details and get your virtual pass.]( Your eagerly awaiting next Monday analyst,
 John Mauldin
Co-Founder, Mauldin Economics P.S. Weâre now just days away from getting started. The SIC will be held for five days between May 1â10. Be sure to secure your [SIC 2023 virtual pass]( before we get started. I look forward to seeing you there. Copyright © 2023 Mauldin Economics. All Rights Reserved
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