Your 2022 Playbook

The new year could prove just as dramatic as the last one... SPECIAL OPPORTUNITIES [The Oxford Club Special Opportunities]( Your 2022 Playbook Matt Benjamin, Senior Markets Expert, The Oxford Club [Matt Benajmin] Happy New Year, and welcome to 2022! This new year promises to be just as interesting as 2021. That's quite a statement, considering that we began 2021 at the peak of a global pandemic, with businesses, schools and workplaces shuttered and most people sheltering at home. Governments continued to provide unprecedented monetary and fiscal stimulus last year, which lit a spark under economies and markets, especially in the U.S. When all the numbers are in, economists forecast that U.S. GDP for 2021 will come in at 5.6%, the best figure since 1984. And that produced near-record corporate earnings, which, coupled with massive liquidity (extra money flowing around the economy from all those stimulus checks and low interest rates), sent the S&P 500 Index up 27%. It also produced a whopping 70 all-time highs in the S&P 500 last year. That's the most new highs in a single year since 1954. And while energy and real estate were the best-performing sectors in 2021, every S&P 500 sector rose last year by double digits due to the stimulus and earnings performance. That's the first time in history that's happened. Hang On for a Choppier 2022 So, considering the year 2021 was, how can 2022 possibly produce anything even remotely as dramatic? Well, there are many open questions about markets and the economy for 2022. How these play out will have major consequences for your portfolio. Consider: - Stimulus is coming to an end. The Federal Reserve has clearly signaled it will take its foot off the gas by reducing its bond purchases and raising short-term rates several times this year. Federal government stimulus, in the form of checks and major spending bills, looks to be a thing of the past. Notably, the passage of Build Back Better, President Biden's massive infrastructure bill, appears unlikely. - For stocks to continue rising, we'll need a successful "hand off" this year from the Fed and the government to consumers and businesses, both of which will need to keep spending money to keep the economy and markets moving upward. - Valuations of stocks are already stretched. The [Shiller cyclically adjusted price-to-earnings (CAPE) ratio]( stands at 40.02, the second highest it's been in well over a century (the dot-com bubble was the highest). Take a look at the chart below to see for yourself. [Chart - ]( So what should we expect from 2022? If you're puzzled about how all this will play out, fret not! Our Club strategists are already on the case. In his monthly newsletter, The Oxford Communiqué, [Chief Investment Strategist Alexander Green]( says value stocks should trounce growth stocks in 2021, in a reversal of what we've seen during the pandemic. (And he recommends a stock that gives the best of both worlds, value and growth.) And if you're interested in finding out more about how Alex sees 2022 shaping up - and one method you could use to generate spectacular potential profits - [you'll want to check out his latest video presentation](. In it, Alex discusses one strategy he uses to make profitable stock recommendations - he watches the insiders. Insider buying is 100% legal, and you could use it to generate your own profits.[Just click here to learn more.]( Meanwhile, in Oxford Growth Investor, [Chief Trends Strategist Matthew Carr]( and [Engineering Strategist David Fessler]( recently made their top 10 forecasts for 2022, some of which you probably wouldn't suspect. Following their advice will very likely help you hedge your portfolio against the market volatility we expect this year. And next week we'll get [Chief Income Strategist Marc Lichtenfeld's]( outlook for 2022. Interestingly, 2022 is expected to be decisive precisely because it will be divisive. I don't expect double-digit gains from every sector this year. In fact, some sectors and stocks will suffer due to their sensitivity to rising interest rates, inflation and a potential rotation into different classes of stocks, while others will benefit from these same factors. As usual, our Club strategists will be right on top of these trends. We hope you keep reading! Invest wisely, Matt SPONSORED [Is THIS the Greatest Investment Strategy in Stock Market History?]( Academic research proves that even BLINDLY following [THIS STRATEGY]( can be insanely profitable. A Wharton School of Business professor found that "investors can reap 'exceptional' profits." A joint study by Harvard and Yale researchers found that [this signal]( can beat the market by double digits per year. And the Journal of Business & Economic Policy found it outperforms the S&P by up to 2,000% in the short term. Bottom line: If you don't invest [this way]( you're doing it wrong! [Discover this BRILLIANT strategy now.]( [The Oxford Club] You are receiving this email because you subscribed to Oxford Club Special Opportunities. Oxford Club Special Opportunities is published by The Oxford Club. Questions? Check out our [FAQs](. Trying to reach us? [Contact us here.]( Please do not reply to this email as it goes to an unmonitored inbox. [Privacy Policy]( | [Whitelist Oxford Club Special Opportunities]( | [Unsubscribe]( © 2022 The Oxford Club, LLC All Rights Reserved The Oxford Club | [105 West Monument Street](#) | [Baltimore, MD 21201](#) North America: [1.800.589.3430](#) | International: [+1.443.353.4334](#) | Fax: [1.410.329.1923](#) [Oxfordclub.com]( Your Legal Questions... Answered What is The Oxford Club? The Oxford Club is a financial publisher with a highly rated track record. We deliver unique and well-researched financial and investment ideas to our Members. What do you do? We share our team of experts' industry knowledge and timely insights with our Members so they have the financial literacy and tools needed to build a rich, fulfilling life. We do not provide any personalized financial advice or advocate the purchase or sale of any security or investment for any specific individual. Instead, the information we share is directed toward a larger audience of all subscribed Members. So you'll make me rich? Maybe! But not exactly. Our goal is to provide the research and information required to help you make you rich. Investment markets have inherent risks, and we can't guarantee future profits. Why should I trust you? We offer information based on what we think will provide the most value to our Members. Our business depends on Members' interest in our ideas and satisfaction with their results. We've been around for 30-plus years because our Members have continually chosen to stay with us (many of them for life). We expressly forbid our writers from having a financial interest in their own securities recommendations to readers. All of our employees and agents must wait 24 hours after online publication or 72 hours after the mailing of printed-only publications before following an initial recommendation. So I can fire my investment advisor? No! Any investments recommended by The Oxford Club should be made only after consulting with your investment advisor and only after reviewing the prospectus or financial statements of the company.