Charles Sizemore

Hearing “artificial intelligence” and “nuclear” in the same sentence, my first mental image is the apocalyptic world of the Terminator in which Skynet becomes self-aware and then immediately decides to nuke humanity. The reality isn’t quite so scary.

According to the St. Louis Federal Reserve, eight of the last 13 rate-cut cycles saw a recession happen within two years. This current board is aware that past Fed chairs have cut rates too slowly and clearly want to avoid repeating that mistake. That’s why Eric Fry and his special guest in their upcoming presentation are excited to introduce something akin to a “Billionaire’s Investor Club.”

Most of the countries on the high-speed rail list are the usual suspects you’d expect: France, Spain, South Korea, etc. But even upstarts like Indonesia and Morocco have joined the club. One country is notably absent: The United States. One of our core investment themes at The Freeport Society is the rebuilding of America’s industrial empire. And it’s one that we’re already profiting from.

Chipotle’s new Autocado might look like marketing fluff to make the chain look less like a burrito shop and more like a robotics and artificial intelligence powerhouse. What company isn’t guilty of a little AI-washing these days? But I can assure you that this is not a cheap publicity stunt. Chipotle’s management knows exactly what is coming, and it ties directly into one of The Freeport Society’s core investment themes. It starts with that labor problem the Fed can’t help us with…

The Federal Reserve cut its benchmark interest rate by a full 0.5% rather than the more customary 0.25%. He gave Wall Street what they wanted and expected. What do we do now?

Life expectancy in China today is about 78 years, which is comparable to the U.S. and much of the developed world. Still, a guaranteed retirement of 20 to 30 years is just a tad too generous. It’s a crisis with no real solution. But the collapse in China’s workforce creates some fantastic opportunities for us.