Deglobalization is here, and it’s proving to be THE disruptive event of the decade…
Potentially even the 21st century.
American companies are taking big steps to bring their operations back from overseas, with mentions of the terms “onshoring, reshoring or nearshoring” up over 1,000% in company earnings releases from 2019 levels.
The backdrop of all this, of course, is the rising tensions with China. The pandemic — not to mention the tariffs of the late 2010s, remember those? — have done plenty to rattle that relationship, and we’re seeing the consequences today.
Lately, they’ve been pounding the table on “The Fourth Convergence,” a sea-change investment opportunity in semiconductors that directly benefits from deglobalization.
Today, I brought them both on the Banyan Edge Podcast to get their take on this specific trend, but also the entire U.S.-China dynamic writ large.
Start tuning in below!
Regards,Charles SizemoreChief Editor, The Banyan Edge
P.S. The window of opportunity to join Ian on his latest venture is quickly closing.
If you agree that deglobalization is a trend that’s not slowing down, but accelerating…
If you believe that technological innovation will continue to power our world in the decades to come…
And if you understand that America is in the perfect position to recapture its industrial dominance in much shorter time than that…
Then there’s no better place for you to be than among Ian’s trusted network of readers who have access to his top U.S. semiconductor recommendation.
Full details right here, but don’t wait. The window closes tomorrow at midnight ET.