| More Articles | Free Reports | Premium Services We’re social creatures. We do best when connected with other people. We do even better when those people are aligned with our goals. But connection only works if there’s communication. That’s why, this year, I want to make Freeport Navigator more interactive. I want this e-letter to become a two-way conversation between you and me. Do you have a burning question about how to navigate the markets in 2025? If so, I want to hear from you at feedback@thefreeportsociety.com. And then, at least once a month, I’ll do my best to answer your questions in an “Ask Me Anything” issue. Okay, maybe not anything. Let’s keep it at least tangentially related to investing, trading, and growing our wealth. Plus, of course, no personalized investment advice is allowed. So let’s jump in. | Recommended Link | | | | Eric Fry called many of the biggest market shifts of the last 20 years — the popping of the Internet bubble, the collapse of the housing market, even the bear market of 2020. Now he’s launching a new venture focused on an underappreciated slice of the trading market, where anyone can turn small stock moves into huge gains. For instance, when Vipshop stock rose 88%, Eric’s recommendation soared 223%. He’s just released a new video with the whole story, including how to get three new trades he’s just released. Click here now to get the critical details. |  | | What About Investments in Water and PowerGrids? After reading my email about why I love oil-and-gas pipeline stocks as a way to play the new Trump term, Regina C. sent me this question… I absolutely agree with you that pipelines are a way to profit from the oil and gas boom to come and have a number of investments in this already. (I like the ETF you recommended in Freeport Investor.) However, I do not agree that opening up Keystone II is of benefit to the U.S. This Canadian company, which already has an active Keystone 1 pipeline, brings dirty crude oil from Canada across the US to refineries and export sites in the South. Little if any of that oil reaches U.S. markets. But even worse, and my biggest issue, the proposed pipeline route goes straight through the middle of the largest clean water aquifer in the U.S., through our bread bowl, and I do not believe that any pipeline is completely perfect with no leaks or pollution into the most valuable water on the planet for us. So that particular action I believe is a great danger to the U.S. and its food/self-sufficiency, and it doesn't even solve a non-existent unemployment problem. A more effective solution would be to support improvement of our electric production and power grid to support U.S. productivity and AI. I hope you can provide some investment ideas for water and electricity grid improvements. Thank you for your ideas and interesting discussions. Thanks for writing in, Regina. And thanks for your kind words. When it comes to energy, I take the view that more is better – whether it’s oil and gas, nuclear energy, or alternatives. We need more of it, if we’re going to achieve AI dominance over China and other adversaries. The best way to accomplish that is by way of an energy market that’s mostly free of government interference. As a libertarian, I view a fair court system as preferable to regulation. If a company’s actions harm me, I have the right to sue it for compensation. But when we’re talking about food and water security, I admit it’s more complicated than that. The potential damage done by an oil or gas leak next to critical food and water supplies could be catastrophic. It’s a reminder that the balance between freedom and security is fragile – and one we may never get perfectly right. But here’s the thing… If we boost domestic production and push energy prices lower as a result, it will make Canadian crude oil uncompetitive in the U.S. and drive it out of the market. Regarding investment opportunities, yes ma’am! Energy infrastructure stocks are a major focus of Freeport Investor. And that’s not changing any time soon. Next up, a crypto-related question… | Recommended Link | | | | This one stock has been responsible for gains of 85% in 14 days, 176% in 5 weeks, 41% in two weeks, 120% in 3 months, 138% in 8 days, 186% in 8 days, 222% in 8 days, and many more… Now, millionaire trader Jeff Clark is revealing his strategy for trading this stock PLUS the full name and ticker symbol for FREE. Simply click here right now to watch. |  | | Crypto Warning How do we invest in Trump’s crypto? – Boris H. I’d be careful here, Boris. I assume you’re talking about Trump’s meme coin, $TRUMP. On Trump’s website, the president suggested we all “have fun” with it and use it to show solidarity with his MAGA movement. He was pretty insistent that it wasn’t an investment or a security. While a lot of that is legalese, I would take the man at his word here. If you want to trade $TRUMP, go for it. I will never tell anyone not to trade. But I recommend you use only play money. View it the same way you’d view a lottery ticket or a slot machine. Trade away! Just don’t bet the farm. As for where to trade it, any cryptocurrency exchange should work. I use Coinbase because I find it convenient and easy to use. But crypto exchanges are a dime a dozen. Use whichever one appeals to you. Now, onto a question about one of the most exciting developments in the Exponential Progress theme we track – quantum computing. The Fundamental Problem With Quantum Computing Charles, do you agree with Mark Zuckerberg and Jensen Huang that it is too early to invest in quantum computing? I look forward to your response! – Jim B. Thanks, Jim. That’s a complex question with a complex answer. I love questions like these! I’d start by noting that both of these gentlemen are “talking their book.” That is to say, they’re promoting their own personal interests. This is particularly true of Huang, the founder, president, and CEO of Nvidia. As the leading maker of the kind of computer chips that will become obsolete once quantum computing (QC) is viable, he has an interest in downplaying that possibility That said, there are real engineering issues that still need to be worked out. The fundamental problem with QC is that it’s prone to errors. That’s because quantum bits – the basic units of information in QC – exist in delicate quantum states. Even minor interactions with their surroundings can cause something called “decoherence,” where the quantum state collapses, and the information is lost. Essentially, this means they require ultra-cold temperatures to remain coherent. We’re talking about temperatures colder than outer space! QC is also hard to error check because observing a quantum system can alter it. For the nerds out there, the best metaphor here is Schrödinger’s cat. Austrian physicist Erwin Schrödinger used the thought experiment of a cat sealed inside a box. In the box with it is a radioactive atom that has a 50% chance of decaying in a given period… a Geiger counter to detect the radiation… and a vial of poison that will be released if the Geiger counter detects the atom’s decay. According to quantum mechanics, the radioactive atom exists in a “superposition” of two states – decayed and not decayed. And because the atom’s decay triggers the release of the poison, the cat is also in a superposition – it is simultaneously alive and dead until someone observes the system. Until you open the box, the cat is taken to be simultaneously alive and dead. But when you open the box to observe, one of those possibilities becomes real and the other is destroyed. Schrödinger’s point was that the nature of quantum mechanics causes you to hold some strange beliefs – like a cat that’s alive and dead at the same time. And checking to see alters the answer. But something similar happens with qubits. They can exist in a superposition of 0 and 1. But when you observe them, they collapse into a definitive value of 0 or 1. It’s a tricky way to build computing architecture. And you can see why a system like that is prone to errors. This makes QC useless in the real world. For a computer to be commercially viable, you have to be confident in your answers. But we’re also living in a time of Exponential Progress. How long will it be until some brilliant engineer, perhaps with the help of AI, figures out error-free quantum computing? I don’t know. No one does. But that day will come. To get back to the question, it IS too early to bet big on QC with a large buy-and-hold position. You don’t want to bet your retirement on something this unproven. But it’s reasonable to nibble here and there with a few starter positions. And if you’re looking to trade, go for it. Just be sure to keep your position sizes small. Those were all the questions I had for today. But I’ll be running another “Ask Me Anything” issue soon. So please, keep your questions coming. It’s my pleasure to answer them. Email me at feedback@thefreeportsociety.com. We’re living in an unprecedented time of change and tumult – what we call the Age of Chaos – and it’s my mission to help you navigate it. To life, liberty, and the pursuit of wealth, | 
No comments:
Post a Comment