The Freeport Navigator

Right now, the AI boom is pushing the S&P 500 to its latest all-time highs. But I believe we’re about to enter the “Final Phase.” Here’s how it’s going to play out…

We still don’t know what specifically motivated the alleged gunman who tried to assassinate Donald Trump on Saturday, July 13… but we DO know that elections should be settled at the ballot box, not with an AR-15

Four senators have submitted a proposal to ban the president, vice president, and members of Congress from buying stocks and a range of other financial assets during their tenures. Spouses and dependent children would be included in this ban. Hats off to them. Their hearts are in the right place. But who are they kidding?

Is unwavering loyalty to a party leader worth the potential cost of political power? Is a die-hard obsession with weaponry conducive to innovation? Let’s find out…

On April 1, California’s new minimum-wage law went into effect, giving fast-food workers in the Golden State a $20 per hour minimum wage. That works out to $40,000 per year assuming a 40-hour workweek with two weeks of vacation. This is not going to turn out well…

Biden came to office at a time when America needed a sense of normalcy. Now, the situation is “unimaginably worse than anyone could have ever thought possible…”

The U.S. is still an incredible country with so much prosperity and opportunity. But it would be completely naive and ignorant to claim that America is not in substantial decline. The real concern isn’t where the country is today. It’s the trend… where the country will end up in 10 years’ time if it stays on the current course.

AI is booming like the internet did back at the turn of the century… and cryptos did during the pandemic. Can it last?

Deglobalization is a major, durable trend for the remainder of this decade and likely far beyond. But even in a world of higher tariffs, less free trade, and more protectionism, international trade doesn’t go to zero. That means there are still investment opportunities to find…

Today is the Fourth of July – America’s Independence Day.  On this day in 1776, the Second Continental Congress approved the Declaration of Independence, “officially” severing our ties with the British crown.  Of course, declaring independence didn’t make us independent any more than me declaring myself to be as rich as Jeff Bezos would make