The Freeport Navigator

Yes, a country needs a secure border. But deporting 10 million workers will only hurt U.S. companies and consumers more. Here’s why…

Israel’s attack on Iran overnight has added another risk to the wall or worry investors are trying deal with. Markets reacted strongly in futures trading, but seem to have tempered some throughout the day. So what does this new Middle East war mean for our investment strategy? Today, we explore that.

In today’s Navigator, I explain what the recent inflation numbers are pointing to and how that will lead us to one of the biggest investment opportunities of our lifetime: The automation revolution that’s about to reshape the U.S. economy. 

Forget fiddling with the tax rate or sending stimulus checks. Just hack regulation down to something closer to reasonable, and you could add an extra trillion dollars to American GDP. Might some relief be heading our way? Freeport Society friend and Lead-Lag Report editor Michael Gayed thinks so.

What can we do about the Age of Chaos we’re living in? You could sell everything and sit in cash. Of course, had you done that, you would have missed the most profitable May in 30 years. Or you could take a page out of my friend and master trader Jeff Clark’s book and trade the chaos.

There are a few ways to own Bitcoin, but what about speculative plays via the shares of companies converting their cash balances to Bitcoin? Strategy (MSTR) led the way there, followed by GameStop (GME), Trump Media & Technology Group (DJT), and others. To answer that, I’ll pass the baton to James Hickman, my fellow libertarian traveler and co-founder of Schiff Sovereign.

Typically, in the movies, we are led to believe that our “‘human” nature – wherein we show courage, kindness and generosity – triumphs. But it doesn’t always work out that way. And you don’t need an invasion from space to see it.  Win-win deals, otherwise known as “gentle commerce,” make us richer and better off. But win-lose deals (in which you win by making the other fellow lose) never go away. And occasionally, the win-losers take over.

The very public “divorce” between President Trump and Elon Musk holds several invaluable lessons for investors. It also presents us with some powerful wealth building opportunities.

The typical investor today cut his teeth in the post-2008 world – when it has always paid to buy the dip. But in the chaotic, highly volatile market this approach and the purely buy-and-hold strategy is not going to work. It’s all down to one ominous chart of a “regime change” in the U.S. Treasury market that you need to be aware of.

We know that we’re living in an Age of Chaos.  We know that it’s part of President Trump’s brand to stoke the chaos. And we know we’re only in the early innings of what promises to be a long ball game. So rather than fear it or – worse yet – ignore it… we embrace it. We trade it. Now, with rumblings of more chaos coming from the bond market, I pulled volatility wrangler Jeff Clark into the hot seat for a chat today.