Dear Reader, China has us in a chokehold. I'm not talking about its new advanced AI that just rocked American tech stocks. But a much bigger threat... That's about to get dramatically worse in the coming days. I'm talking about our over-reliance on China for the building blocks of our nation. You've probably seen this in the news... but you might not realize just how bad the situation is... For example, we need rare earth minerals to build our smartphones and computers... our fighter jets and AI infrastructure... and even our medical hardware, like MRI machines. Yet, we rely on China for 71% of these materials. What's more, it controls 90% of the world's processing capacity. So the situation is already fraught... And now, China is about to tighten its squeeze on America. It's all to do with the end of an agreement that has been holding them at bay for the last year. Now, the White House has been forced into a desperate buying frenzy. It must stockpile as many of these essential resources as it can in the next 100 days. One resource investing legend – and a very good friend of mine – believes this will ultimately save America... AND drive up a handful of key resource stocks. Which stocks? The answer is laid out here. Regards, Joel Litman
Chief Investment Officer, Altimetry |
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