by John Mauldin
GoldSeek
The Strategic Investment Conference is over. I’m now in my annual recovery period, during which I try to absorb the informational firehose I (with thousands of others) just experienced.
I often find SIC’s key insights come from unexpected directions. I spend months organizing the agenda in what I think is a comprehensible way. But once we get going, it takes on a life of its own. I’ve learned not to draw quick conclusions. This post-event consolidation period is just as important as the event itself.
I find that reviewing the transcripts thematically really helps get some perspective. For instance, various speakers said something about inflation or geopolitics or the markets almost every day. Putting them together makes it much easier to come to my own conclusions or at least understand the nuances.