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Can a stock priced at 100 times earnings be “cheap?” Old-school value investing says no. But that’s not the entire story anymore…

Not long ago, the company we’re talking about today was the pride of American innovation. Today, it’s barely relevant. And yet, Uncle Sam just bought a 10% stake in the struggling tech company. Why?

One of the best performing investing strategies we use in Freeport Investor comes straight out of the Buffett playbook. It’s something we call the Rich Man’s Super Currency. And as you’ll see today, it’s one of the surest, steadiest ways to build wealth as an investor.

Meta Platforms (META) just announced it was no longer hiring for its AI division. This raises questions… Has Big Tech overspent on AI, or at least on this stage of it? What does that mean for Nvidia (NVDA), Microsoft (MSFT), or Alphabet (GOOGL)? Most importantly, what do we do with our money?

President Trump really wants a rate cut. He wants one badly enough to push for the immediate resignation of Fed governor Lisa Cook on the grounds that she might have fudged a mortgage application to get a better rate. He’ll likely get what he wants. I’ll spare you another rant on why it’s a terrible idea to lower rates while inflation still refuses to die and the stock market looks more and more bubbly by the day. Instead, let’s look at the bigger picture.

You know I’m a believer in AI. I use it daily. So, I’m not saying this as a skeptic or as a hater. But I think we’re starting to hit a brick wall of sorts. OpenAI came out with their latest iteration of ChatGPT (GPT-5) earlier this month. It didn’t go well. Now the mainstream media is abuzz with the “AI vibe shift.”

Late last week, Social Security marked its 90th birthday since being signed into law in 1935 at the height of the Great Depression. Ever since, generations of Americans have accumulated stories of painfully navigating this massive institution – too often about waiting rooms, endless forms, and mind-numbing incompetence. But something unusual has happened in the last few months.

Is it time to dump your AI stocks? No. It’s still too early for that. But it is time to find new investment themes to diversity into… ideally as far away from tech as possible.

Most people don’t know this, but at any given time, every stock in the market is in one of four distinct — and predictable — stages. And there’s one stage in particular where the money is made…

It is Jerome “Transitory Inflation” Powell’s last Jackson Hole Economic Symposium. President Donald J. Trump has made it clear that Powell’s time leading the central bank is coming to a close. This time next year, there will be a new clown in a gray flannel suit delivering the closing statements at Jackson Hole. So let’s reflect on the career of a man who presided over the biggest surge in inflation since Jimmy Carter was in the White House.