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The Freeport Navigator

The Freeport Navigator

Which Way Will the Wind Blow for Powell?

We like to pretend that our leaders know what they’re doing. Our fates and livelihoods are in their hands, for crying out loud. But experience has made it abundantly clear that they don’t. They really are just putting on a good show, flying by the seat of their pants and hoping the rest of us don’t catch on. So how do we grow our wealth under these conditions?

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Everything Is Broken

It turns out that the era of small government that was celebrated in the 1980s and ’90s was mostly a myth… a catchy campaign slogan designed to get votes and not much more. Now the two geriatric clowns running for president this year offer only slightly different doses of the same bad-policy heroin we’ve become addicted to. 

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The Next No-Brainer Trade of the Decade

An important OPEC+ meeting takes place on Saturday, June 1. Most everyone anticipates that voluntary production cuts will remain steady. But there are two other scenarios that could unfold… Regardless, this leads to a no-brainer investment for the next decade.

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An Energy Crisis… an Investment Opportunity

After years of underinvestment (and lack of planning), exacerbated by major environmental, social, and governance (ESG) disincentives, we may be looking at a bona fide energy crisis ahead. But, as our Freeport Society friend John Pangere points out, this energy crisis is also a fantastic energy opportunity… if you know where to look.