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Fed Uncertainty, Soft Inflation, and a 700% Winner
Investor Place· 2025-07-16 22:00
Economic Indicators - The Producer Price Index (PPI) showed flat wholesale prices in June, missing expectations for a 0.2% increase, with Core PPI also flat [1][2] - The recent Consumer Price Index (CPI) data indicates that tariffs are not currently reigniting inflation, although this could change as businesses adjust to tariff impacts [2] Federal Reserve and Interest Rates - Continued soft inflation presents challenges for Federal Reserve Chairman Jerome Powell, making it difficult to defend a "wait and see" approach on interest rates [3] - The consensus suggests that the Fed will not cut rates in the upcoming July meeting, but a dovish statement may signal a potential rate cut in September [4] Market Movements and Investment Opportunities - A significant investment from the Pentagon into MP Materials, amounting to $400 million, has positioned the company as a strategic player, leading to a 51% stock increase [11] - Following this, Apple announced a $500 million investment in MP Materials, causing shares to rise another 10% [12] Trading Strategies - Jonathan Rose's trading approach focuses on Unusual Options Activity (UOA), which has led to substantial returns for subscribers, including a 700% return on a recent trade [7][14] - A new trading opportunity has been identified in NioCorp Developments Ltd., which is advancing a critical minerals project in Nebraska, aligning with increasing demand in defense and energy sectors [15][16] Seasonal Trading Insights - The seasonality trading tool developed by TradeSmith analyzes historical patterns to identify optimal trading windows, providing a potential edge for investors [22][23] - Examples include Amazon's stock, which has historically risen from May 24 to July 13, with an average return of +10.2% over the last 15 years [23][24]
Cramer's Mad Dash: MP Materials Corp.
CNBC Television· 2025-07-10 14:21
Company Overview - MP Materials is partnering with the DoD to increase the supply of rare earth magnets [1] - MP Materials owns Mountain Pass, the number one rare earth minerals site in the US [2] Financial & Market Position - The stock was up between 9% and 15% due to a 23% short position [2] - As a SPAC, the company previously lacked sufficient capital for full development [3] Strategic Implications - The deal shores up the defense department's access to rare earth minerals [1] - The deal is expected to reduce reliance on China, potentially requiring collaboration with Mexico [3]
Canada Rare Earth Corp. Announces Financial Advisor and Notes Offering
Newsfile· 2025-05-08 21:58
Vancouver, British Columbia--(Newsfile Corp. - May 8, 2025) - Canada Rare Earth Corp. (TSXV: LL) ("CREC" or the "Company") is pleased to announce that it has appointed SCP Resource Finance LP ("SCP") as its financial advisor.The Company is also pleased to announce that it has engaged with SCP to lead an offering of notes (the "Notes") for gross proceeds of up to US$3,000,000. The key terms of the Notes are:Notes will be issued at a discount of 5.0% of the face amount and will mature 24 months after issuanc ...