Earnings360 Newsletter for 12/10/2024

China controls 98% of global gallium production and the vast majority of refined rare-earth output - the materials every advanced semiconductor, AI system, and modern military depends on. Beijing has spent 40 years building this position deliberately.

Now the Trump administration is responding with Project Vault, a $12 billion strategic mineral stockpile, government equity stakes in MP Materials, Lithium Americas, and Trilogy Metals, and what analyst Porter Stansberry calls the Silicon Dollar - a potential replacement for the petrodollar system that has anchored U.S. currency since 1974.

Five companies sit at the chokepoints of America's new critical mineral trade - including one name and ticker Stansberry has identified as positioned to benefit as this story accelerates.

One analyst accurately forecast the 2008 recession, Trump's 2016 election, and the Covid crisis. Now he's released new research on what the 2026 midterm elections could mean for markets.

His latest prediction points to significant volatility in the run-up to election day this summer. Investors who want to prepare may want to hear what he's seeing.