March 2024

Of everything that happened this week, four events stand out. Let’s start with the irony… 

Donald Trump’s Truth Social is now a publicly-traded stock following its merger with a SPAC earlier this week. Does that mean it’s worth investing in or trading? And if you do, what pitfalls should you consider?

In the first 231 words of his infamous book, Orwell terrifies the bejesus out of any freedom loving person. Today, we’re moving inexorably closer to that dystopian future. The latest “tool”? CBDCs. Let’s consider the pros and cons of this coming change to currencies.

Inflation and war… war and inflation. Evil and stupid. Fool and knave.  They follow patterns too.

Boeing is having a terrible year. It’s investors even more so… except for one in particular, who, thanks to his political position, knew it was time to sell BEFORE the stocks latest slide. Lucky him?

Cryptocurrencies, along with gold and real estate, are valuable pieces of any crisis-proof portfolio. That’s why I recommended two crypto plays in the latest issue of The Freeport Investor, which we published on Wednesday. This lead to one subscriber posing a very useful question…

Negative or zero interest rates are effectively a tax placed on citizens by unelected central bank technocrats. That’s interesting because I seem to remember learning about a war being fought against “taxation without representation,” but then, that was about 250 years ago and on the other side of the Pacific Ocean from Japan.

So what does Japan’s Central Bank move to raise rates to zero for the first time in 17 years mean for us?

The so-called masters of the universe have been expecting the Federal Reserve to aggressively cut rates in 2024, building just about their entire bullish case around it. Yet they’ve also been consistently wrong all year. What if they’re STILL wrong now?

Boeing is having a terrible year. It’s investors even more so… except for one in particular, who, thanks to his political position, knew it was time to sell BEFORE the stocks latest slide. Lucky him?

Why is an entity who’s mission it so protect investors now making environmental laws that further burden American businesses? And what can we investors do about it? Let’s find out…