| More Articles | Free Reports | Premium Services Is the Great Trade War of 2025 over before it started? After roiling the markets yesterday with his announcement of tariffs against Mexico, Canada, and China, President Trump struck a last-minute deal. He agreed to pause the tariffs for a month against Mexico and Canada. In return, America’s neighbors to the North and South agreed to stricter border security measures and a tougher stance on drug trafficking. But there was no eleventh-hour agreement with Beijing… Trump’s 10% tariffs on Chinese goods have gone into effect. And Beijing has hit back with a 15% tariff on U.S. coal and liquified natural gas. It’s also slapped a 10% tariff on U.S. crude oil and agricultural machinery. But China didn’t just respond with tit-for-tat tariffs. It also announced an antitrust investigation into Google. And it’s added Calvin Klein’s parent company PVH Corp and genetic testing company Illumina to its “unreliable entity” list, putting them at risk of sanctions. And despite Trump’s last-minute reprieve, the mood in Canada is darkening. Here’s Bloomberg… [T]he American national anthem was drowned out by jeering fans at a National Hockey League game in Ottawa and at a National Basketball Association game in Toronto. Social media was flooded with calls to boycott U.S. products and Canadians have said they plan to put their winter homes in red state Florida on the block. More seriously, Canada has promised the kind of retaliation that could effectively kneecap the entire U.S. auto industry, triggering massive American layoffs. And finally, Ontario vowed to tear up a contract with Starlink, the satellite company led by Trump’s multi-billionaire adjutant Elon Musk. Here at The Freeport Society, we believe in free markets, enterprise, and free trade. Tariffs are government taxes on American companies – and ultimately Americans – must pay. And we’d rather the government stepped out of the way and let us do as we please. But the news isn’t all bad. The collapse of globalization also means a corresponding boom in U.S. manufacturing. And that spells opportunity. Just ask paid-up subscribers of our flagship Freeport Investor advisory. | Recommended Link | | | | According to my proprietary quant crypto algorithm, President Trump’s first 100 days in office will be mission critical for the crypto market. Most people could be blindsided and be completely left behind. But if you know what coins to invest in, you could actually make more money in Trump’s first 100 days in office than in his entire four year term… Which is why this Thursday at 10 am ET, I’m hosting a special event to give you all the details. Including the details on three coins I just found with my proprietary algorithm that could soar in Trump’s first 100 days. It’s called The Great American Crypto Project. Click here to instantly save your seat. |  | | How to Play the End of Globalization When we launched Freeport Investor in December 2023, we made the rebuilding of America’s manufacturing base one of our core investment themes. The U.S. and China are also locked in intense competition for technological dominance – in particular, supremacy in artificial intelligence (AI). With technological dominance comes military dominance. And these concerns have had a major role in the breakdown of the U.S.-China relationship. Meanwhile, the lower wage costs companies once got from outsourcing to China are no longer as tempting as they used to be. China’s seemingly infinite pool of cheap labor has all but dried up. If you separate urban China from the countryside, it’s solidly a middle-income country now. America also has a massive competitive edge in the form of cheap, reliable energy, which is crucial for manufacturing. China and Europe, meanwhile, face energy shortages due to reliance on imports from Russia and the Middle East. As result, a record 350,000 jobs were reshored in 2023. And construction of new factories is at 50-year highs. Every new factory built is a boon for infrastructure and heavy machinery companies. This was my rationale for adding electrical infrastructure play Quanta Services (PWR) to the Freeport Investor model portfolio when we launched. It’s up 40% since then. And I have no plans to recommend selling it any time soon. That’s not the only recommendation I’ve made to play this trend. | Recommended Link | | | | Gold soared to historic highs in 2024. But if you think you missed out, think again. Because millionaire trader Jeff Clark recently revealed his strategy to profit from gold — no matter what the market is doing. It all comes down to focusing on one stock — just one — to profit from ANY movement in gold. Just click here right now to see this “One Stock Gold Blueprint” for yourself. |  | | Massive Investment in Infrastructure The reshoring boom is also why I added Global X US Infrastructure Development ETF (PAVE) to the model portfolio last December. As I wrote at the time… By government incentive… and by economic necessity… we’re going to build more in America going forward. That means a massive investment in new infrastructure. And PAVE is a simple way to profit. This exchange-traded fund (ETF) invests in the American industrial companies best positioned to benefit from infrastructure investment. This includes firms involved in construction and engineering, production of infrastructure raw materials, industrial transportation, and heavy construction equipment manufacturing. Who knows what happens next with tariffs. There may be a kumbaya moment between the U.S., Mexico, and Canada. It’s also possible that Trump and Chinese leader Xi Jinping strike a deal before I finish typing this sentence. Things are moving fast. But a few carefully choreographed handshakes for the cameras won’t change the big picture. Globalization is dying. And Trump has set his mind on reviving America’s manufacturing base. PAVE is a great way to play it. To life, liberty, and the pursuit of wealth, | 
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