The Freeport Navigator

Today we honor the memory of those who have fallen protecting the lives and freedom of the rest of us. Those who paid the ultimate price. Those who had real skin in the game…

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…

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.

While gold has surged 36% in the past year, silver has barely moved. It’s up only 3.7%. But Gold and silver have always moved together. Gold moves, silver follows. During previous gold bull markets, silver outperformed gold. On average, it surges 414% during gold’s bull markets. So what’s happening here?

Japan’s bond market is in free fall. Prices for the once-stable 20-year and 30-year JBGs are nearing all-time highs. As investors, we need to pay attention. Financial contagion has a nasty habit of crossing borders…

By the end of this Navigator, you’ll understand why Moody’s downgrade is actually far too generous – and which three “anti-dollar” plays to own right now before the inevitable crisis hits.

Moody finally caught up with the rest of us on the state of America’s debt. Took them long enough. The question now is, what will this downgrade mean for investors? The next question is, how can you prepare to survive and thrive?

Mention integrity, honesty, or intelligence in the company of “politician” and it invariably brings a laugh. And now, all over the world, people prepare their contemptuous chuckles. The end of the mighty U.S. empire is coming into view.

Machines able to think for themselves… learning independently… even teaching other machines… all without any human supervision or input! I’ve seen this movie. Except this isn’t a movie. We really are on the cusp of a future in which AI has the ability to understand, learn, and apply knowledge and reasoning across a wide range of tasks, just like a human being. 
Futurist Eric Fry joins me to unpack this and find those investments to make now.

Our past is littered with the corpses of companies that failed to adapt fast enough to technological change. With the speed at which technology is advancing today, how many more face extinction. And how can investors pick the survivors?