“This is a really exciting culmination of what I’ve been wanting for a very long time. Great job, Ed.”
John Mauldin
Mauldin Economics has been featured in
I’ve spent the last 14 years studying and talking with some of the world’s most successful investors to learn how they make their millions (sometimes billions).
Every investor is looking for an edge. A strategy to beat average returns and stay on the right side of the market. Yet only the top 1% of investors are privy to this approach.
Would you like to know the strategy they’re using?
Today I can finally share the full details with you. It’s the answer to the biggest question we’ve gotten over the years here at Mauldin Economics and will doubtless change how many of our subscribers invest moving forward.
“This is a really exciting culmination of what I’ve been wanting for a very long time. Great job, Ed.”
John Mauldin
Mauldin Economics has been featured in
I believe we’re at an inflection point in the markets. We’re heading into a new investing environment, and it’s nothing like what most people are expecting. The consequences could be disastrous. With unprepared portfolios getting flattened.
"This is the decade of the rollercoaster. We have not seen anything like it before, with big swings in magnitude on both sides of the market."
Felix Zulauf, Swiss hedge fund manager and former banking executive
Now is not the time to invest broadly in the market as a whole. Or even in a concentrated handful of “magnificent” stocks. In short, if you don’t change your investing strategy, you’re going to get run over. Not to mention…
JPMorgan Chase CEO Jamie Dimon warns, “Now may be the most dangerous time the world has seen in decades. It’s a mistake to assume that everything’s hunky dory. When stock markets are up, it’s kind of like this little drug we all feel. A lot of things out there are dangerous. Be prepared.”
I couldn’t agree more. So, what can investors do to be prepared… to position themselves on the winning side of what’s coming?
That’s what I want to share with you today. An approach that weeds out what doesn’t work… cuts through all the noise… and makes sense of all the big economic changes that are getting underway—including how to profit.
The age of tips, hype picks, and meme stocks is over. You need a strategy that takes the chaos and complexity of our world into account. And allows you to use this proven approach to your advantage.
We face the greatest number and greatest complexity of challenges in any time since the end of WWII. It highlights why [this approach] has become an increasingly important component of the investment process.
David Petraeus, retired four-star general, former CIA director, and partner at KKR, one of the world’s largest investment firms
How important is this approach?
Consider this…
When I was talking with General Petraeus last year, he told me the global investment firm KKR, where he is a partner, has seen enormous growth. From $83 billion under management to $520 billion today (over 6x growth)… thanks in large part to this approach.
What’s more, General Petraeus’s experience is just a recent story of what’s possible using this strategy.
For example:
In 2010, billionaire hedge fund manager John Paulson was optimistic that gold would outperform over the next five years. He saw it as “the ideal vehicle to hedge against the risk of the US dollar.” He was right, and that year alone, he personally made $5 billion from his gold bet.
After the 9/11 terrorist attacks, entrepreneur George Pedersen decided to refocus his business exclusively on defense and intelligence. It was a difficult pivot at the time, but he knew in his heart it was the right one. That decision turned Mr. Pedersen into a billionaire. He even received the Patriots Award for his contribution to the defense community.
In 2017, focusing on the evolution of battery chemistries, billionaire Vladimir Iorikh made a killing by betting big on cobalt. Anticipating demand from automakers, his firm snapped up the “wonder metal” as spot prices soared 120% in a year.
As you may have guessed by now, this approach involves a global macro strategy.
At its core, it’s an investment strategy that leverages macroeconomic and geopolitical data to uncover market-shifting trends. Allowing you to leverage the forces shaping history… and reap the rewards in your portfolio.
But there’s only one problem. It’s expensive to perform this kind of research.
If you’re thinking all it takes is an equity analyst stuffed in a cubicle running charts… you’re wrong.
It takes a team of pros to invest around macro. And employing a small team of financial professionals will run you hundreds of thousands of dollars, maybe more.
That’s why this kind of research can cost an individual customer $80,000 or more every year.
Thanks to its high price tag, macro analysis has traditionally been the domain of hedge funds, large banks, and other institutional investors. It’s just too expensive for regular investors.
But that all changes today.
What’s historically been “off limits” to individual investors… is now available for a fraction of the price.
This is a historic moment in the evolution of Mauldin Economics.
Macro Advantage is the new flagship investment advisory of Mauldin Economics.
With over 65 years of combined market and macroeconomic forecasting experience…
Mauldin Economics co-founder John Mauldin and Publisher Ed D’Agostino have dedicated their lives to helping professional and independent investors cut through the noise and make better portfolio decisions.
From bestselling books, highly read and regarded research services, and a macro interview series with some of the greatest economic minds today…
...to creating the Strategic Investment Conference—the #1 conference for professional and individual investors (now in its 20th year)…
Mauldin Economics has set the standard for quality investment education and events. With a two-decade track record of trust and results.
Now it’s time to raise the bar again with Macro Advantage.
Macro investing made simple: In the past, macro investing has been billed as complicated. The domain of hedge funds and billionaires. We explain it all in plain English so you can digest the knowledge, understand the research rationale, and most importantly, buy only the best stocks.
A playbook to profits: Our mission is to deliver above-average results. We give you a plan to profit from a concentrated portfolio of our high-conviction ideas.
Ridiculously rigorous research: One of the big takeaways of living through the Great Financial Crisis was the need to go deeper than most people think necessary when performing research related to investments. Both our criteria and risk management are tight.
Over 75 years of combined experience: Our team consists of analysts with experience in macroeconomics, securities analysis, and geopolitics. Our unbiased approach goes beyond the headlines… and months ahead of mainstream reporting.
A “Sleep Soundly” portfolio: Instead of investing in the entire S&P 500 or the tech-heavy NASDAQ, where you get both the good and bad stocks, our portfolio will only include up to 20 of our highest-conviction recommendations. Along with a suggested allocation percentage for each position. Our focus is to generate profits, capitalize on big market trends, and hedge against a market crash.
The best batters in baseball have a rare gift. It’s not that they can see the ball per se. It’s that they can track the ball in space and react accordingly. In neuroscience, this phenomenon is called pursuit movement.
This ability allows them to be on time and get behind the ball by sitting on the right pitch.
Similarly, by identifying the most important themes of the global economy, we can take quality swings at the best opportunities in the market.
That’s why Macro Advantage is designed to give individual investors an edge. Our approach to macro investing is based on a three-step formula.
The first step is to identify the strongest trends shaping the market. Admittedly, this sounds obvious. But the trick is to identify trends before they are obvious. This allows you to invest with the wind at your back. Positioning you for the powerful boost of economic momentum.
From an artificial intelligence-driven productivity boom, America’s reshoring of manufacturing, the dangers of a multipolar world, and a global energy transformation… the Macro Advantage team has been tracking the biggest trends reshaping our world.
With our approach, you start by identifying where to invest..
Then we take it a step further by bringing several trends together into an investible theme. Think of themes as a way to plot the direction and impact of the various trends.
Themes drive our research process and allow us to invest in multi-year, multi-industry shifts in the economy.
But it doesn’t stop there.
It’s not enough to identify the right themes. You have to enter at the right time. Too early, and you can invest in the wrong company.
Remember the early search engine AltaVista? It was started in 1995 and became one of the most-used search engines on the web. It had a first-mover advantage, but it eventually lost ground to Google and was bought by Yahoo! in 2003.
Google’s IPO took place on August 19, 2004, nearly a decade after AltaVista started. A $1,000 investment in Google back then would be worth over $1 million today.
Of course, hindsight is 20/20. And it’s impossible to time the market. But there’s no denying proper timing can make all the difference. Too early, and you can end up with a loser on your hands. Too late, and the biggest profits are off the table. The goal is to find that elusive “Goldilocks” zone… not too early and not too late.
It starts with the right theme. At the right time. But it doesn’t end there. The first two steps are really about a top-down analysis. The next factor is all about bottom-up analysis. Because at the end of the day, when you buy a stock, you are buying a business.
Consider Pets.com. You likely remember their famous sock puppet mascot. You may even recall their Superbowl commercial.
Obviously, they nailed the massive internet and ecommerce trend. You could argue that they even timed the market correctly. Their IPO garnered huge investor attention—including from Amazon, which owned about 50% of the company.
But…
They had a terrible business model and lost money on nearly every sale. In short, Pets.com was a bad business. So bad, they went bankrupt only eight months after their IPO.
That’s why one of the key differentiators of Macro Advantage is our institutional-level research and analysis. We are obsessed with rigorously vetting every potential company before we add it to our recommendation list.
The right theme… at the right time… filtering down to the selection of the right company. Here’s what it looks like:
That’s our formula for investing.
The goal of Macro Advantage is to make the complex… simple.
Look at it this way:
There are over 6,000 stocks listed on the Nasdaq and NYSE.
With our process… we boil the universe of stocks down to 20 recommendations.
That’s the power of the Macro Advantage approach.
To do macro right, you need a strong team. We’ve built that team within Mauldin Economics. In fact, we have spent a small fortune assembling this first-rate team.
Ed D’Agostino, Mauldin Economics Partner and COO, heads the macro team. His research forms the basis for our themes.
Next, three research analysts further refine the themes. Then they present potential investments that tie directly to one or more themes.
It’s a collaborative process. But it all starts with Ed’s research and theme development. And it ends with his approval of the recommendations that make it into the portfolio.
Ed’s Rolodex and connections are deep and diversified. From portfolio managers, founders and owners, economists, government leaders and intelligence analysts… to thought leaders, bestselling authors, and celebrity investors… Ed has his hand on the pulse of the Who’s Who of the financial world.
Years ago, John Mauldin introduced Ed to his vast network of friends. Since then, he’s built his own network of trusted experts.
As a part of Ed’s research process, he conducts interviews with members of his circle of experts. People like Felix Zulauf, General David Petraeus, Morgan Housel, Catherine Wood, Louis Gave, Lacy Hunt, Dr. Pippa Malmgren, Frank Lutz, George Friedman, Claudia Sahm, Andrew Yang, Mark Yusko, and Jared Dillian, among many, many others.
In short, thanks to his vast network of information, Ed gathers a wide variety of perspectives on global issues. And he brings this wealth of insight and perspective to Macro Advantage.
A big part of what we are creating with Macro Advantage is a community of investors. A place where we can interact with each other and you can interact with Ed and the macro team.
Together, we’ll build a thriving members group—a virtual clubhouse where members can ask questions and share ideas.
Not because we say so… but based on what other Mauldin Economics
members have to say about our services:
Provides actionable information… my “go-to source”
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Gives me that edge
I am a trustee and lead investor for a modest charitable trust and my family trust. I am passionate about wisely stewarding what has been entrusted to me, to grow capital while also using that capital in businesses that do good. I count on [Mauldin Economics] to give me that edge. —Phil
Extremely enlightening and informative
I found the information extremely enlightening and informative. The SIC was packed with so much information. I find myself reviewing the archived videos over and over. I was disappointed when the conference ended and am eagerly looking forward to next year. —Robert
Keeps me up to date
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My wholehearted endorsement
Your connections and your commitment make this possible. It is a huge undertaking, and it is appreciated. —Kent
Recommendations are sound
Broad coverage of the market, both individual stocks and sectors. Recommendations are sound. Analysts do not make outrageous claims… excellent service. —Paul
Quite unique in its completeness and breadth
It is a very comprehensive economic research and analysis tool; it includes an arsenal of data/reports/analysis that is quite unique in its completeness and breadth of subjects. —Georgios
You have done a real service here
Excellent piece. I’ve been warning people away from China for four years. I was not aware how high the Chinese weighting was in some of these global ETFs. You have done a real service here. —Christopher
Simply the best
This is my “go to” investor education experience of the year. —Charlie
The best
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Fantastic
Service and setup is fantastic. You got this figured out. —Harold
Looking forward to more
I thought the reports were just right. Looking forward to more. Also, the stock write-ups are clear. —David
Macro Advantage is not for everyone. Admittedly, it’s designed for a very specific kind of person. Serious investors who want to understand what is happening in markets. Intelligent investors who want to cut through the hyperbole and sensationalism you’ll find in financial media. Individuals who look for ideas behind the scenes, rather than the front page of financial news.
Investors who appreciate thorough but understandable research, written in plain language.
People looking to understand what matters most to their investments and where they should be looking for the next big opportunities.
People who want the confidence of a process and the ongoing coaching to help keep their emotions in check.
Investors who know a big change is underway in the market and would like to invest with more confidence.
Investors comfortable with a 6– to 18-month horizon for investments.
Investors looking for judicious risk management, authentic communication, and ongoing support. We won’t get every idea right—no one does—but we’ll manage our risk and own our mistakes.
People wanting a “get rich quick”-style service.
People looking for a trading service.
People who aren’t interested in how the biggest trends in history will impact the world… and the markets.
We want you to be 100% happy and confident about your decision. That’s why this service comes with a 90-Day, 100% Satisfaction Guarantee.
Read the reports. Vet our research and conclusions. Examine our analysis and recommendations. Then, if for any reason you’re not completely satisfied with your membership, just contact our friendly customer service team within the first 90 days. They’ll give you a prompt refund–no questions asked.
Of course, we think you’re going to love Macro Advantage. It’s the culmination of our work over the past decade here at Mauldin Economics. And our next giant step forward. But ultimately, it’s your call. You be the judge of its value.
Become a smarter investor and join us today
Only $2.72 a day
Full-year of access to the Macro Advantage research service
Specific buy/sell recommendations and alerts
Monthly recap reports and updates on all positions
Special alerts delivered to your inbox whenever there’s an important development concerning our portfolio
Deeply researched reports on our top investment themes
The Macro Advantage portfolio with up to 20 of our top investment recommendations
24/7 online access to the Macro Advantage members-only website and app… including the “clubhouse” community where you can interact with the team and fellow members.
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Click on the questions below to expand and read the answers.
Yes. Our goal is to get you quickly up to speed on the fundamentals of macro investing. From there, we’ll walk you through our investing framework and give you the tools to make better sense of the world and the massive trends shaping the markets. It’s important to remember this is not a “get rich quick”-style service. It is a 6- to 18-month horizon approach to investing with an eye towards long-term wealth creation.
100%. It’s all there waiting for you. Every theme report we’ve published. Every company write-up. Every update, strategy, and macro insight. We’re not holding anything back. That way, you can go through all the resources at your own pace and keep moving forward in your investing journey.
Yes. You can buy all of our recommendations in any major brokerage account.
We want you to be 100% happy and confident about your decision. Your membership comes with a 90-Day, 100% Satisfaction Guarantee.
Read the reports. Vet our research and conclusions. Examine our analysis and recommendations. Then, if for any reason you’re not completely satisfied with your membership, just contact our friendly customer service team within the first 90 days. They’ll give you a prompt and courteous refund.
You have done a real service here
Excellent piece. I’ve been warning people away from China for four years. I was not aware how high the Chinese weighting was in some of these global ETFs. You have done a real service here. —Chris, Macro Advantage subscriber
Glad to have you and the Mauldin team as a part of my investment universe
Ed, from my perspective, you guys are doing it right. Not chasing the latest fads but being thematic and looking at risk as well as reward long term. I’m glad to have you and the Mauldin team as a part of my investment universe. — Harold, Macro Advantage subscriber
Looking forward to more
I thought the reports were just right. Looking forward to more. Also, the stock write-ups are clear. —David, Macro Advantage subscriber
I am more calm
Ed, since I have moved my core investments following your advice and Yield Shark’s, my portfolio has been more steady, with an upward bias. I am also more calm. —Edward, Macro Advantage subscriber
"I've read everything Ed and his Macro Advantage team have put out and it's fantastic. I can't recommend this service highly enough."
John Mauldin, co-founder Mauldin Economics
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