Our funding technique is to journey the wave of progressive mega tendencies.
And when a giant breakthrough causes an enormous tidal shift, it takes total sectors with it.
That’s why we’re “Tide Riders.” (We’re mapping out our Tide Riders right here!)
You’ve seen the large tidal wave in synthetic intelligence this 12 months with some shares going as excessive as 300%.
Now a brand new tide is coming in…
Because of the CHIPS Act, the Inflation Discount Act and infrastructure legal guidelines, manufacturing is coming again to America.
The ten-year-average manufacturing spend from 2010 to 2022 is about $80 billion. This 12 months we’re taking a look at a spend of almost $200 billion!
The consequence? Shares on this sector are additionally on the rise.
It is a large tide change.
And a mega development we wish to put in your radar at this time … on prime of some different tides you’ll wish to journey this 12 months.
(Or learn the transcript right here.)
Scorching Matters in Immediately’s Video:
- Market Information: Gasoline costs are on the rise, however there’s excellent news! The Federal Reserve may not elevate rates of interest in September. Right here’s why. [2:00]
- Mega Pattern #1: Development spending within the U.S. has taken off! It’s driving the U.S. manufacturing trade — with the assistance of three large authorities payments that just lately handed. [8:50]
- Mega Pattern #2: AI and machine studying isn’t performed innovating and disrupting. Your householders’ insurance coverage may get cheaper with this “Insurtech” firm making waves available in the market. [11:50]
- Investing Alternative: If you wish to spend money on the tech behind Insurtech, right here’s the proper exchange-traded fund you possibly can faucet into. [15:25]
- World of Crypto: I make a prediction about Ethereum for 2023. It has to do with the bitcoin futures ETF (and never if, however when it should get accredited). [17:00]
Extra Edge: Small City American Growth 
In a small city of simply 5,182 folks…
Locals are getting money presents for over $1 million on their properties that bought for low six-figures just some years in the past…
And considered one of Wall Avenue’s largest traders is behind all of it.
What’s going on on this small city? What I’ve seen may imply it’s a possibility of a lifetime.
I put my boots on the bottom to get the total story. I’ll share every little thing I discovered about this small city on Tuesday, August 22, 2023 at 1 p.m. ET.
And my #1 inventory suggestion to reap the benefits of this large, sweeping development.
Merely go right here to join free, then tune in subsequent Tuesday.
Hope to see you then!
Ian KingEditor, Strategic Fortunes
Particular Word: Our hearts, ideas and prayers exit to the folks of Maui, Hawaii. Each Amber and I’ve traveled to the area (with quite a lot of fond recollections). And we all know we now have subscribers who reside in Maui.
We’re with you in spirit, and we hope you’re secure.
If you wish to help Maui throughout this time, listed below are just a few donation choices that we like: Salvation Military, Crimson Cross and one I’ve volunteered at — Workforce Rubicon.
A Story of two Inflations
The Producer Worth Inflation (PPI) numbers for July got here out final week, however buried within the knowledge was one little reality I discovered attention-grabbing.
Producer costs have been certainly increased in July … however the enhance was pushed solely by companies. The costs of products, at the least on the producer wholesale degree, really fell!
Why Are Producer Costs Vital?
Producer costs give us a possible preview of what shopper costs will probably be like within the coming months.
The costs paid by producers ultimately circulate by way of to the ultimate costs paid by us, the customers, on the market searching for groceries in an inflated market.
The connection isn’t precise, and there are quite a lot of shifting components. However producer costs are a number one indicator for what shopper costs are going to be.
So, what are we to glean from this?
The issue is folks.
Between increased rates of interest sucking demand out of the system and the worldwide provide chain principally getting untangled, lots of the elements driving inflation in items are being resolved.
However companies are a more durable nut to crack, as a result of you possibly can’t make new, totally educated staff materialize out of skinny air. We’ve got a labor scarcity that’s driving inflation within the service sector.
In fact, that is getting resolved too … it’s simply taking just a little longer.
You might need missed it, however with the assistance of AI, driverless robotaxis are actually roaming the streets of San Francisco 24 hours a day. It’s been debated for years, imagined in sci-fi for many years, and it’s lastly occurring. Proper now.
It’s going to be some time earlier than we begin seeing the outcomes of AI automation in inflation numbers. However we’ll get there. And within the meantime, we’re conserving our eyes open for alternatives right here — like the brand new presentation Ian is giving subsequent week on Tuesday.
Like he previewed at this time, it’s an funding alternative that’s beginning in small cities … and slowly sweeping throughout the remainder of the U.S.
Wish to study extra subsequent week? Simply enroll right here.
Regards,
Charles SizemoreChief Editor, The Banyan Edge
**Disclaimer: We is not going to monitor any shares in The Banyan Edge. We’re simply sharing our opinions, not recommendation. We are going to, nevertheless, present monitoring, updates and purchase/promote steerage for the mannequin portfolio in your service subscription.
