 | Happy New Year, Banyan Nation! by: Charles Sizemore | Chief Editor, The Banyan Edge
December 31, 2022 Banyan Nation,
Happy New Year, Banyan Nation!
OK, you got me. I jumped the gun by a day.
But that’s alright… Because at least from a trading perspective, 2022 is over.
And what a year it was…
We saw our first real bear market since 2008 … and the first bear market for many younger investors.
But beyond a simple decline in stock prices, it was the end of both the tech boom and of the “meme stock” craze driven by amateur traders passing inside jokes around internet chat forums.
We saw the collapse of cryptocurrencies … and not just in the prices of major tokens like bitcoin. We saw the collapse of the infrastructure itself as FTX, a major exchange, went bankrupt. This followed the failure of Luna and its sister stablecoin, TerraUSD, back in May.
We saw the start of the biggest European land war since World War II … one that still continues nearly a year later with no obvious end in sight.
And we saw out-of-control inflation force the Federal Reserve to do a full 180, reversing its pandemic-era easy money policies with its most hawkish policy since the early 1980s.
It was a whirlwind to live through. But if you’re reading this, it means you survived to trade and invest another year.
To whatever may come in 2023, I say bring it on!
Good investors adapt with the times, and that is exactly what we've done at Banyan Hill. We've assembled a team of some of the smartest investors I’ve ever met, and we’re ready for whatever 2023 might bring.
And about that…
Sentiment today is bearish. And virtually “everyone” expects a recession in 2023. I myself have been writing for weeks that the inverted yield curve is a major warning sign. But Adam O’Dell brought up a good point in a chat we had earlier in the week…
As he put it: “If everyone expects a recession, who’s taking the other side of the trade?”
He suggested that maybe … just maybe … we should prepare ourselves for the possibility that a recession doesn’t happen, or at the very least that it is mild.
A scenario like that would be a major boost to cyclical companies that do well during strong economies … and Adam specifically mentions energy as a likely beneficiary. (For more on that, and Adam’s top stock to benefit from a rise in oil prices in 2023, click here.)
That’s a contrarian call for sure. But more than anything, this suggests we need to be ready to pivot quickly. We did exactly that in 2022, and we’ll be prepared to do the same in 2023.
Let’s wrap up the year with some highlights from the past week… |  | | JPMorgan, Wells Fargo and Goldman Sachs all say oil will roar higher. Which is why Warren Buffett, Ray Dalio and Carl Icahn are investing billions. Adam O’Dell revealed the details on his No. 1 oil stock for 2023. An oil company he believes could hit 100% gains in the next 100 days. Click here to watch. | - “Big Oil’s Dirty Little Secret” by Ian King.
Energy had a great 2022, all things considered. And with the likelihood of easier money policies next year, the continuing Russian-Ukrainian conflict and the U.S.’s need to replenish its petroleum reserves, it’s a perfect storm for higher oil prices.
Funny enough, though, there’s another big opportunity that higher oil prices are fueling: renewable energy.
Love ‘em or hate ‘em, Big Oil isn’t stupid. It sees the opportunities ahead in its biggest competition, and it’s looking to profit from it. The highest crude oil prices go, the more urgently we need renewable sources like solar and wind to diversify and keep costs down. A bull market in traditional energy essentially guarantees a boom in investment in renewable energy … and Ian spent Tuesday showing how you can profit from this in 2023.
- “No. 1 Buy Strategy for 2023,” by Charles Mizrahi.
Charles recounts a time when stock prices were through the roof … and people were buying for one reason: They were heading higher!
It really didn’t matter if the business model was flawed and the company had no reasonable path to profitability. The biggest risk was not investing into the world of tomorrow!
It may sound like Charles is describing the market of 2020 to 2021. But he’s actually discussing the experience of the tech boom and bust of the 1960s.
It’s remarkable that while markets change, the investors trading them don’t. Charles offers his insights on how to avoid following the lemmings off the cliff … and how to profit from their mistakes.
- “The Value Investor’s Only Good Buy in 2023,” by Michael Carr.
Even after a year of brutal bear market conditions, much of the stock market is still far from cheap. But there is one glaring exception … and it also happens to be the best-performing sector of 2022.
Energy stocks are up over 40% in 2022. But as Mike explains, their move is likely just beginning because the sector is, hands down, the cheapest of all major industrial sectors.
With energy exhibiting both market-beating momentum and market-beating value, the sector’s outperformance is likely to last well into 2023, regardless of what the broader market does. Ignore his advice at your peril.
- “Final Call for 2023’s Best Trade” by Adam O'Dell.
Veteran readers of Adam O’Dell haven’t been surprised at all by his bullish oil calls of the past few weeks. Because he’s been bullish on oil for years … and he’s helped them pick up more than a few huge gains on it along the way.
In Adam’s Banyan Edge issue from yesterday, he broke down how he was able to get in on the oil bull market before anyone else, and how that led his subscribers to multiple triple-digit gains in a matter of months.
That’ll wrap it up for us this week, and this year. I want to thank you for coming along with us in this journey with The Banyan Edge.
As you’ll soon see, December was just a warmup… The real party kicks off in the weeks, months and years ahead.
No matter what the market throws at us, you can sit comfortable knowing the world’s greatest investment experts have your back.
Have a happy new year, stay safe and see you in 2023!
Regards,
Charles Sizemore
Chief Editor, The Banyan Edge
P.S. Are you enjoying The Banyan Edge? We’d love to get your take on our research, and we love answering questions.
So, if you have any questions, insights or just want to leave us a note, please send an email to: BanyanEdge@BanyanHill.com. |  | | Warren Buffett, Ray Dalio and Goldman Sachs all agree. Now’s the time to bet BIG on oil. And on December 28, Adam O’Dell revealed the details on his No. 1 oil stock for 2023. An oil company he believes could hit 100% gains in the next 100 days. And beat the gains of Exxon, Marathon and Occidental. Click here to watch. |
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