Ignorance is no defense. But it sure does induce a lot of anxiety. And unknowns are one of the most anxiety-inducing things for the market. Of course, there are many things about 2025 we won’t know until we face them. But there’s no need to forge forward blindly and in fear.
I like to start each year by looking ahead over the next 12 months and seeing if I can spot investable trends. Think of it as a “road map” for what’s to come in the new year. As investors we’ll want to keep on the right side of these trends. That’s how we’ll score our biggest wins. With that in mind, here are my five big-picture predictions for the year ahead.
As we left 2024, we left behind a jolly, wacky year… and many unanswered questions. But at least we have 2025, with a plot that defies easy understanding and a star-studded cast of clowns and grifters.
Stocks follow predictable patterns throughout the year… and this isn’t voodoo or tea leaf reading. It’s the reality of the earnings calendar and the way that investors trade around it. But YOU don’t need to damage your eyes trying to find those patterns. Here’s a better way…
2024 was chaotic, to say the least. Fear not. 2025 will be equally so, if not more. This is good news for us as investors. The chaos brings with it countless opportunities. Let’s look at where we’ll find some of this as we enter a new year.
I’ve been writing all month that the biggest winners from the AI revolution probably won’t be the mega-cap tech stocks plowing tens of billions of dollars into AI research and development. It will be small, under-the-radar companies that no one has heard of who take what the Magnificent 7 have built and find entirely new ways to monetize it. Want to catch one or more of those potential winners? Read on.
Using Keith Kaplan’s new investment strategy has led to returns that have on average doubled the return of the S&P 500 since 2006. Not only that, it’s completely avoided any prolonged stretch of losses over that entire span.
There’s been a lot of talk about the incoming Trump administration setting up a strategic reserve of Bitcoin. That would be great news for folks who hold Bitcoin in their portfolios. But is it good news for crypto in general? And what would it mean for the government to be a major holder of crypto?
Here at The Freeport Society, we’ve been advocates of owning crypto as part of a balanced portfolio since we launched a year ago. And according to crypto fund manager Marco Wutzer it’s not too late to invest. Marco is a crypto investment fund manager, and self-described “crypto anarchist.” And as you’ll hear from him today, in the first part of a two-part interview with our Chief Investment Strategist, Charles Sizemore, crypto will transform our world – and increase individual liberty – by freeing us from middlemen. This “renaissance” starts with a transformation of the legacy financial system we use today.
Time to close the laptop, hang the stockings, and enjoy a cup of good cheer. To kick things off, let’s read ‘Twas the Night Before Christmas. After all, it’s a Christmas tradition. But this time, with a Bitcoin twist.
