⛏ China Tightens Rare Earth Exports

China Tightens Rare Earth Exports
A fresh crackdown by Beijing on rare earth exports to the U.S. has put defense contractors in crisis. Manufacturers face major delays, skyrocketing costs, and dwindling inventories of critical minerals. With China dominating global refining capacity, the Pentagon’s shift toward domestic producers like MP Materials is now an urgent strategic pivot. Read on »

BLS Numbers Under Fire Again
After July's weak job report and a stunning 258,000-job downward revision, President Trump accused the BLS of manipulating data and fired its commissioner. Critics point to a long-term pattern of overstating job growth, raising concerns about the reliability of market-moving economic indicators and whether revisions are politically motivated or systemic. Read on »

The Investment Implications of Weaker Labor Supply
Labor market conditions are deteriorating on both fronts: fewer jobs are being added, and fewer people are available or willing to work. Combined with inflationary pressures from tariffs and fiscal expansion, the result is a volatile outlook. Investors should prepare for slower growth, sticky inflation, and more cautious Fed action. Read on »

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