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The Freeport Navigator

The Freeport Navigator

America’s Fiscal Reckoning Is Closer Than You Think

The 10-year yield recently jumped from below 4% to 4.5% within days. And the 30-year yield topped 5%, its largest three-day increase since 1982. As we’ll look at today, these are classic hallmarks of the beginning of a debt spiral. That means America’s fiscal reckoning is closer than you think. So, if you don’t already have a plan to protect yourself, now is the time to put one in place.

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President Trump’s All-In Bet on Bitcoin

President Trump is going all-in on Bitcoin… On Friday, his Nasdaq-listed Trump Media & Technology Group (DJT) announced it was raising $2.4 billion from investors to buy Bitcoin. It’s one of the largest Bitcoin buying deals for any public company. So it’s worth remembering why this crypto has become so popular and why you should have some in your portfolio as well.

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The Leviathan Won

The Senate is debating the Big, Beautiful Bill. And what has effectively changed? Nothing. Deficits are larger than ever. The debt continues to snowball. The bond market is starting to revolt. And there’s no light at the end of the tunnel. So, what happens next? I turn to my fellow Freeport traveler Bill Bonner for guidance.

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One of These Assets Is Due for an Epic Reversal 

With investors starting to question Uncle Sam’s creditworthiness, I asked my friend Jeff Clark to weigh in on what that means for our investments. Jeff is a 40 year market veteran. He is also one of the best volatility traders I know and volatility is the name of the game in this Age of Chaos.

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Trade War Ruling: The 1 ETF to Buy Now

The U.S. Court of International Trade stabbed a knife through the heart of President Trump’s tariffs on Wednesday night, but this saga is far from over. So, in today’s Navigator I’m going to break it all down for you. Then I’ll share with you how to position your investment portfolio to not only survive this chaos, but thrive through it.

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The Biggest Banking Shakeup in Decades Is Weeks Away

As we’ll explore in today’s Navigator, the days of costly, cumbersome bank wire transfers are numbered. And a newer, cheaper, sleeker way of sending and receiving funds is coming. Just don’t confuse stablecoins for “anti-dollar” cryptos such as Bitcoin. For all their potential usefulness, stablecoins have an inherent weakness that won’t go away.

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A Big, Beautiful Tip Jar on Every Desk

According to our wise and generous leaders, tip income will henceforth no longer be taxed. And it’s not hard to see the perverse incentive structure this will produce. It seems that I’m not the only one who took issue with parts of the Big Beautiful Bill passed by the House of Representatives this week. Mr. Market also had a thing or two to say about it, and he wasn’t pleased. Bonds tanked on the news, and the 30-year Treasury came within a hair of 20-year highs. What happens next? Let’s see…

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Liberation Day 2.0 Is Coming… What You Need to Know

We are witnessing the rollout of a big liberation framework around taxes, technology, and energy. This may be the start of a once-in-a-generation boom. The question is, how do you position your portfolio to capture this wealth-creation opportunity. I’ll start you off with one recommendation today.