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The Freeport Navigator

On Tulips and Tech Stocks

The 1600s were a golden age for the Netherlands. Apart from producing some of the finest painters to have ever picked up a brush, it was a time of economic and political advancement.  Newly independent from Spain, the Dutch Republic was one of the first to experiment with a republican government outside of Italy. And they became fantastically wealthy as traders. Until they weren’t. With all our evolution in the markets, people are fundamentally still the same. So here’s how to avoid the “tulip” trap forming today.

The Freeport Navigator

Ghost Wealth

The S&P 500 cruised past 6,300 this week. Bitcoin flirted with $120,000. Meanwhile, inflation in services clocked in at 5.4% – with the Fed stuck watching from the sidelines, still pretending that it has this under control. All this while the real economy grows at a sluggish 1%, government debt tops 120% of GDP, and the national “credit card” is on fire. You’d be forgiven for wondering: Is any of this wealth actually real?

The Freeport Navigator

What to Sell and Buy After Trump’s “AI Action Plan”

If the past few weeks have taught us anything, it’s this: We’re deep into uncharted waters. Between on again/off again trade talks, President Trump’s unscheduled visit to the Federal Reserve (and spar with Jerome Powell), and the U.S. and Israel withdrawing from ceasefire talks with Hamas, there’s chaos baked into every headline. But chaos is where fortunes are made. So where can we find those fortunes this week?