Top Reads: From Portfolio Updates To Rare Earth Metals


white printer paperr Somehow, we’ve finished out January. I’m not quite sure where the month went, but if you know – please tell the rest of us!January saw the start of the Trump administration kick off things with a bang. The Trump White House has issued 44 executive orders so far, with the economic and financial implications still being examined.So, what can we monitor on the economic front?The latest economic data released shows that the inflation gauge closely followed by the Federal Reserve remained muted in the month of December and that consumers, particularly those at the lower side of the income bracket, are experiencing greater stress and saving less. The numbers were also in line with the view that inflation remains sticky – and will likely stay that way for the near-term. None of that is surprising to us, but what remains bizarre is the Fed’s dogmatic insistence that it can control inflation.As I shared recently with TalkMarkets contributor, Michael Gayed at the Lead Lag Report, understanding what central banks are following and their role with impactful monetary policies will help us stay ahead of the curve. If you get a chance, check out our discussion here:
 
Below is a quick recap of January, just in case you missed anything! As always, we’re so grateful for your time and consideration.The Company at a Multi-Trillion Dollar Frontier – this article reveals the company at the center of the next big innovative frontier and why you should be following them now.How a Teen’s Questions Can Optimize Your Long-Term Investment Mindset – In this insightful recap, we explore the lessons learned when sharing financial experiences with an inquisitive teen. Discover 3 ways to start a long-term stock investment portfolio and 6 best-practices.3 Ways AI is Sending the Energy Sector into Overdrive – AI can only go as far as the energy that drives it forward. That’s why, even as AI-newcomers like China emerge, energy offers investors and the overall economy a chance to power progress. The analysis even details the important role small modular reactors (SMRs) will play in the AI-energy future and points to five companies we’re actively watching.Revealed: Elon’s Next Big Bet On the Future – Whatever your thoughts on Elon, no one can accuse him of not being future-focused. That’s why this look at what’s next for the company and the tech industry unlocks what the future of work could be.The AI – Energy Revolution: Fueled by the White House and Rare Earth Metals – Research detailing two crucial Trump executive orders and the actionable items you should be following that were buried deep within them. The analysis shares the rare earth metals we’re actively watching and one specific ETF to follow as AI-drive energy demands grow.The Fed vs Trump: An Interest Rate Tango in 2025 – Analysis that unpacks the latest FOMC meeting and what a potential fight between the White House and the Federal Reserve signals for financial analysts, the markets and the global economy.Finally, in case you missed it – check out my discussion with KITCO. The conversation underscores my latest forecast for gold this year, what role digital currencies will play with the new White House and more.More By This Author:The Fed Vs Trump: An Interest Rate Tango In 2025 The Company at a Multi-Trillion Dollar FrontierThe AI – Energy Revolution: Fueled by the White House and Rare Earth Metals

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