The Freeport Navigator

The 2-year and 10-year Treasury yield curve has been inverted for over 630 days now. So, who’s to blame for this inversion… and what can be done about it? Look no further than the Federal Reserve.

When the world looks like it’s crashing down, investors take solace in knowing their wealth is protected by the most powerful military force in the history of mankind. But what happens when the safe haven itself appears to be at risk because those in charge of protecting it – namely the Federal Reserve – are the ones generating the chaos?

I have an alternative explanation for why three congressmen have quit in the past four months… and why over 50 members of Congress and senators have decided to not seek reelection. They’re rats fleeing a sinking ship.

If you want to understand why the world is a mess, you have to understand the incentives for the people pulling the levers.

Of everything that happened this week, four events stand out. Let’s start with the irony… 

Donald Trump’s Truth Social is now a publicly-traded stock following its merger with a SPAC earlier this week. Does that mean it’s worth investing in or trading? And if you do, what pitfalls should you consider?

In the first 231 words of his infamous book, Orwell terrifies the bejesus out of any freedom loving person. Today, we’re moving inexorably closer to that dystopian future. The latest “tool”? CBDCs. Let’s consider the pros and cons of this coming change to currencies.

Inflation and war… war and inflation. Evil and stupid. Fool and knave.  They follow patterns too.

Boeing is having a terrible year. It’s investors even more so… except for one in particular, who, thanks to his political position, knew it was time to sell BEFORE the stocks latest slide. Lucky him?

Cryptocurrencies, along with gold and real estate, are valuable pieces of any crisis-proof portfolio. That’s why I recommended two crypto plays in the latest issue of The Freeport Investor, which we published on Wednesday. This lead to one subscriber posing a very useful question…