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Just like a rollercoaster, inflation can be dizzying and unpredictable. And the best way to pinpoint what is driving inflation higher or lower is by tracking two key reports: the Consumer Price Index (CPI) and the Producer Price Index (PPI).

While there is no perfect investment method, there is a way to allocate your assets intelligently. This will then help you set yourself up for the best chance at success. There are multiple facets to this strategy, but the one I want to focus on today is stocks to buy and hold forever.

Last Friday, the 10-Year Treasury yield rose above the 2-Year yield for the first time in over two years. This 鈥渄is-inversion鈥� (or reversion) of the spread is an extremely bullish sign because it undoes the yield inversion we鈥檝e seen since June 2022 鈥� a typical warning of an upcoming recession. Friday鈥檚 鈥渄is-inversion鈥� means the recession alarm has now been lifted.

This very specific, very powerful, and very rare economic dynamic has occurred just three times in the past 30 years. Every time it has, it strengthened the economy and sent stocks soaring higher 鈥� even if they were dropping beforehand.

When the Federal Open Market Committee meets September 17, it will likely announce the first interest rate reduction since July 2019. At the same time, the Fed will almost certainly signal its intention to cut rates several more times over the coming months. That activity would be great news for the stock market, if the Rate Cycle Indicator holds true to form.

With the launch of ChatGPT, OpenAI kickstarted an AI frenzy that has since reshaped the global economy, the stock market, even parts of our daily lives.聽Now it appears that the firm is gearing up to do it all over again with a brand-new iteration.聽

September鈥檚 a wash, right? Time to sell and come back in October? Nope. It鈥檚 time to buck the consensus and buy stocks in September. A unique event set to take place could make this month the best time of the year for investors.

The September Fed meeting will likely mark the first interest rate cut in this economic cycle. And investors will be closely watching its size 鈥� a single 25 basis point cut versus a 鈥渏umbo鈥� 50 basis point one or more 鈥� and use it to forecast the trajectory of future cuts.聽It鈥檚 hard to overstate the impact this tiny difference will have.

Unless you鈥檝e been hiding under a rock for the last two years, or been tending sheep in the Alps, you would know that Nvidia Corp. (NVDA) has become much more than just a 鈥渃hip company.鈥� But Nvidia鈥檚 influence extends far beyond the chip sector, and even beyond the broad technology sector...

Due to rising interest rates, consumer stocks have lagged behind AI. But this is expected to change as the Fed signals potential rate cuts.

My colleague Charles Sizemore, from The Freeport Society, will explain how candidate endorsements will not prevent the election shock that he sees coming

While I wouldn鈥檛 bet against the chip king鈥� I don鈥檛 play into the hype, either. Instead, I prefer to look where the watch-party viewers aren鈥檛. In this Smart Money, I鈥檇 like to offer some real-world examples and personal experiences that challenge majority belief about highly praised stocks and their overlooked counterparts.

While The Road to AGI Summit may be behind us, we鈥檝e only just begun traveling down that path. That is why, in this Smart Money, I will be answering some of your questions.

The growing work-from-home trend has been weighing on office demand for several years already. Artificial intelligence adds even more downward pressure on that demand by eliminating jobs up and down the food chain.

So鈥� if you want to invest in world-changing businesses鈥� start with the world-changing people gathering the resources necessary to bring their visions to life.聽That is exactly the situation we have with Elon Musk and xAI today.

Before we dive into today鈥檚 Smart Money, first off, thanks all of you who joined me on Thursday for The Road to AGI Summit. Thousands…

What happens when we鈥檙e faced with something no one has ever seen before 鈥� a disruptive force that has no clear historical precedent? Something like artificial general intelligence (AGI).

AI might overhaul the drivetrains and/or fuel sources that power these ships, but it will not replace the ships themselves or the need to transport bulk goods across the Seven Seas. Some industries might not be completely future-proof from the onslaught of AI, but they are at least close to it.

What an increasing number of people are asking today is 鈥淎re we on a path toward our own 鈥榤ouse utopia鈥� thanks to Artificial General Intelligence?鈥�