The Freeport Navigator

It’s been 35 years since the Back to the Future movie franchise imagined a world of flying cars. While we’re not there yet, we’re getting closer, and Thursday Elon Musk will reveal just how close we are.

Some smart people don’t believe AI and automation will lead to an economic revolution. Here’s why they’re wrong… and an opportunity to invest at the ground floor level of one of the most exciting tech trends of our lifetime.

Dock workers are striking to halt progress. Ultimately, they won’t succeed. Technology will advance and change the ways of the world. So here’s how to invest in it rather than run from it.

The People’s Bank of China (PBOC) just went in big. It cut interest rates and lowered reserve requirements for banks (making it easier for them to lend). So, every Chinese homeowner with a mortgage is about to have a little more spending money in their pocket. But that’s not all…

Power consumption will only accelerate from here, and the only way to satisfy that demand is with massive investments in nuclear energy. This is an investable trend you can hang your hat on.

Real estate is a natural hedge against inflation and currency debasement. It’s also tax efficient and generates income. And banks will make loans backed by real estate that they’d never make on any other asset class. But what about offshore real estate?

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…