The Freeport Navigator

Today, Bill Bonner is going to peel off some of the misleading labels we find on political and economic trends… and try to understand what is really going on.

What if you haven’t already positioned yourself to profit from Trump’s next term? How should you navigate the months and years ahead? Is the party over? Or is it just getting started? Let’s take a look back at history to help us figure out what lies ahead.

TradeSmith’s algorithms are designed to optimize buy-and-sell decisions, delivering results that outpace even Wall Street’s top managers in back tests. Keith’s latest creation takes these principles of algorithmic investing to new heights.

What’s the world’s richest man up to these days? Despite running the world’s largest electric vehicle company, planning to send rockets to Mars, building out a global satellite internet company, and a premier tunnel boring company, he still seems to have time to deliver an endless stream of hot takes on his social media platform X (formerly Twitter). Are all those tweets putting his business empire at risk? And as investors, how should we trade it?

Ignorance is no defense. But it sure does induce a lot of anxiety. And unknowns are one of the most anxiety-inducing things for the market. Of course, there are many things about 2025 we won’t know until we face them. But there’s no need to forge forward blindly and in fear.

I like to start each year by looking ahead over the next 12 months and seeing if I can spot investable trends. Think of it as a “road map” for what’s to come in the new year. As investors we’ll want to keep on the right side of these trends. That’s how we’ll score our biggest wins. With that in mind, here are my five big-picture predictions for the year ahead.

As we left 2024, we left behind a jolly, wacky year… and many unanswered questions. But at least we have 2025, with a plot that defies easy understanding and a star-studded cast of clowns and grifters.

Stocks follow predictable patterns throughout the year… and this isn’t voodoo or tea leaf reading. It’s the reality of the earnings calendar and the way that investors trade around it. But YOU don’t need to damage your eyes trying to find those patterns. Here’s a better way…

2024 was chaotic, to say the least. Fear not. 2025 will be equally so, if not more. This is good news for us as investors. The chaos brings with it countless opportunities. Let’s look at where we’ll find some of this as we enter a new year.

I’ve been writing all month that the biggest winners from the AI revolution probably won’t be the mega-cap tech stocks plowing tens of billions of dollars into AI research and development. It will be small, under-the-radar companies that no one has heard of who take what the Magnificent 7 have built and find entirely new ways to monetize it. Want to catch one or more of those potential winners? Read on.