The bond market just delivered the message the Fed has been too timid to say out loud.

CoreWeave bonds sank into distress. Hedge funds dumped the AI exposure they piled on all year. The Nasdaq had its worst week since Liberation Day. Real yields sit a whisker from 3% — the level that has a habit of ending bubbles!

And yet October hike odds collapsed to 14% the moment Kevin Warsh declined to telegraph action. The reason is that markets are accustomed to weak, pathetic and cowardly globalists, not to Bessent, Warsh and Trump.

Markets think Warsh is a slave to election cycles. That is not independence. That is the opposite.

The most bullish thing the Fed can do right now is hike. Not because the economy is overheating in the old 1970s sense, but because 66 consecutive months of CPI above the 2% target have destroyed credibility!

AI financing has become a debt bubble on top of an equity bubble. Hyperscaler free cash flow is projected to go deeply negative while capex races past $800 billion this year and $1 trillion next!

Someone has to lend the difference. When the lenders start demanding 1,100 basis points on CoreWeave paper and Oracle CDS goes parabolic, the market is telling you the cost of capital has finally arrived.

A hike days before the midterms is not a political act. It is the refusal to treat the calendar as more important than the price of money.

What is right to do today is right to do any day.

If the Fed waits until after November 3 so that no one can claim interference, it will have confirmed the exact suspicion already priced into long-end yields and credit spreads: that the institution still calculates political risk before it calculates inflation risk.

Markets do not need another pause that looks like accommodation. They need proof that the new leadership will not shrink from the decision that restores the risk-free rate as a real benchmark.

A credible hike that pulls terminal rates back from clearly restrictive territory does not tighten conditions for long. It ends the “higher for longer” uncertainty that is already cracking the weakest AI borrowers and forcing real yields toward the danger zone.

Once the market believes the Fed will not let inflation expectations drift, the long end can ease without the Fed having to cut.

Credit spreads on the investment-grade hyperscalers stop blowing out. The private-equity and BDC ETFs that have round-tripped their gains stop looking like early-warning signals.

Positioning that is still extremely long risk can breathe instead of having to de-risk in a panic.

The alternative is already visible.

A Fed that flinches before the midterms simply tells investors that the political calendar still overrides the data. That is how you get the next leg of the AI financing problem, not the resolution of it.

Warsh does not need to deliver a surprise 50 basis point move. He needs to show that the institution will move when the numbers and the credit market say it should, not when the political consultants say it is safe.

Accountability at the Fed is the precondition for easier credit later. Independence is not a slogan; it is the willingness to raise rates on the day the market least expects it because that is the day the signal is cleanest.

The FOMC meeting on October 28 will test whether the Federal Reserve still understands the same principle.

One decision does not decide the election. But it decides whether markets continue to price political caution or begin to price a central bank that can again be trusted with the price of money.

Paul Tudor Jones believes 2027 will be rough, because he has never invested in a time of a mythic president… he’ll have to learn his lesson the good old-fashioned way…

Best Regards,

Lior Gantz
President, WealthResearchGroup.com

Disclosure/Disclaimer:
We are not securities dealers or brokers, investment advisers or financial advisers, and you should not rely on the information herein as investment advice. We are a marketing company and are paid advertisers. If you are seeking personal investment advice, please contact a qualified and registered broker, investment adviser or financial adviser. You should not make any investment decisions based on our communications. Examples that we provide of share price increases pertaining to a particular Issuer from one referenced date to another represent an arbitrarily chosen time period and are no indication whatsoever of future stock prices for that Issuer and are of no predictive value. Our stock profiles are intended to highlight certain companies for your further investigation; they are not stock recommendations or constitute an offer or sale of the referenced securities. The securities issued by the companies we profile should be considered high risk; if you do invest despite these warnings, you may lose your entire investment. Please do your own research before investing, including reading the companies’ SEDAR and SEC filings, press releases, and risk disclosures. It is our policy that information contained in this profile was provided by the company, extracted from SEDAR and SEC filings, company websites, and other publicly available sources. We believe the sources and information are accurate and reliable but we cannot guarantee it.

Please read our full disclaimer at WealthResearchGroup.com/disclaimer

The midterms are no longer just another election.

For the first time in more than 125 years—since the first reformist president, Theodore Roosevelt, forced Americans to DEVIATE FROM THE CONSTITUTION—the country is being handed a direct taste of what it actually means to be American.

Tariffs. Secured borders. Lower crime. Common sense. Industry.

These are not slogans. They are the raw materials of a functioning republic.

For decades the political class sold a different product: an open-ended liberal paradise where obligations were optional, duties were outsourced, and the bill never came due.

That experiment is over.

Americans are discovering, in real time, that their country is not a cost-free entertainment venue.

It is the leader of the free world—the New World that the Founders built—and leadership carries non-negotiable responsibilities.

Yet the will to carry them is fracturing.

Some voters have forgotten who their actual allies are.

Others have lost the appetite to defend those allies when the cost appears.

Worse still, a significant portion of the country has decided it cannot trust the Trump administration no matter what it delivers.

They cannot process that the same president who restored border control, re-industrialized key sectors, and forced the rest of the world to pay for its own security has made some of the greatest strategic decisions of any American president in the modern era.

The refusal is not analytical. It is emotional. And emotion is now the decisive variable.

The reason Americans are increasingly reluctant to shoulder these responsibilities is simple: WHERE IS THE RETURN ON INVESTMENT? Why should American taxpayers finance global security, defend allies, and police international trade routes while other nations reap the economic rewards?

Americans are tired of paying the bills without collecting the dividends! Trump understands what Washington’s political establishment forgot: TO THE VICTOR BELONG THE SPOILS!

If America provides the military muscle, financial resources, and geopolitical protection that sustain the free world, America must receive tangible economic benefits in return.

NO MORE BLANK CHECKS. NO MORE FREE RIDES. AMERICAN POWER MUST PAY AMERICAN DIVIDENDS!

That is why these midterms function as the ultimate barometer. The question is no longer partisan. It is civilizational.

Will the voter choose responsibility and the real Americanism the Founders envisioned—the version that builds industry, controls its borders, reduces crime, applies common sense, and accepts that a superpower cannot shrink from its role—or will the voter choose a post-American world in which the free world can no longer depend on the American people to mandate that their government uphold the basic conditions of order and prosperity?

Markets are watching the same question. Silver is holding on for dear life because the answer will determine whether the current re-pricing of reality continues or gets interrupted.

If Trump’s agenda is confirmed at the ballot box and the administration sweeps the midterms, the signal is unambiguous: America chose greatness. Not nostalgia. Not isolation. Greatness—the deliberate return of industrial capacity, fiscal realism, and strategic clarity.

Markets will price that choice immediately. They will price the continued return of common sense. And common sense, in a world drowning in debt and currency debasement, includes the re-monetization of precious metals.

Silver does not need a new narrative. It needs the political confirmation that the industrial and monetary reset now underway will not be reversed.

The metal already sits at the intersection of two forces that are no longer theoretical: exploding industrial demand from the re-industrialization of the United States and the rest of the West, and the slow but accelerating recognition that fiat currencies cannot indefinitely paper over structural deficits.

When voters ratify the policies that accelerate both forces, the bid for physical metal intensifies. The supply deficit becomes harder to ignore. The monetary premium reappears.

A different result produces the opposite. A post-American outcome would tell markets that the free world can no longer count on American voters to sustain the conditions required for continued re-industrialization and monetary discipline.

Silver would still have its industrial case, but the monetary and strategic premium would be deferred. The metal would continue to hold, but it would hold under pressure rather than under acceleration.

The choice is binary and it is near. Americans are not being asked to return to 1901.

They are being asked whether they still recognize what the Founders designed: a republic that produces, protects its borders, maintains order, and accepts leadership because the alternative is disorder imposed by others (LOOK AT EUROPE!).

Silver is not waiting for a perfect consensus. It is waiting for a clear majority that refuses to shrink.

The midterms will deliver that clarity. Everything else—price targets, ratios, industrial offtake—follows from the answer.

Best Regards,

Lior Gantz
President, WealthResearchGroup.com

Disclosure/Disclaimer:
We are not securities dealers or brokers, investment advisers or financial advisers, and you should not rely on the information herein as investment advice. We are a marketing company and are paid advertisers. If you are seeking personal investment advice, please contact a qualified and registered broker, investment adviser or financial adviser. You should not make any investment decisions based on our communications. Examples that we provide of share price increases pertaining to a particular Issuer from one referenced date to another represent an arbitrarily chosen time period and are no indication whatsoever of future stock prices for that Issuer and are of no predictive value. Our stock profiles are intended to highlight certain companies for your further investigation; they are not stock recommendations or constitute an offer or sale of the referenced securities. The securities issued by the companies we profile should be considered high risk; if you do invest despite these warnings, you may lose your entire investment. Please do your own research before investing, including reading the companies’ SEDAR and SEC filings, press releases, and risk disclosures. It is our policy that information contained in this profile was provided by the company, extracted from SEDAR and SEC filings, company websites, and other publicly available sources. We believe the sources and information are accurate and reliable but we cannot guarantee it.

Please read our full disclaimer at WealthResearchGroup.com/disclaimer

THE $8 TRILLION THAT REFUSES TO MOVE!

Here are three insane stats that explain everything about this market right now.

1. Money market accounts sit near $8 trillion — a record high — earning roughly 4.2%.

That is not pocket change. That is an ocean of cash parked on the sidelines, collecting a yield that looks attractive only because everything else feels uncertain.

1. Second, this money is frozen. It is not buying homes. It is not buying equities in any meaningful size.

Households and institutions are choosing the safety of cash over participation in the real economy.

1. Third, Baby Boomers now control roughly three-quarters of the wealth. They hold the majority of the stocks, the majority of the real estate equity, and the majority of the decision-making power over capital allocation.

These three facts are the biggest reasons we must have a SMART Federal Reserve.

Powell spent years telling us rates were restrictive. Warsh looks at the same economy and says financial conditions are not restrictive — in other words, they are still easy.

What a change.

The market spent years pricing a soft landing and eventual cuts. Now the conversation has flipped. The data, the cash pile, and the behavior of the wealthiest generation all point in one direction: policy is not tight enough to force that frozen money back into productive use.

Therefore, I believe we are about to see another rate hike. And that hike will be bullish.

Not because higher rates are magically good for stocks in isolation. They are not.

It will be bullish because it is the right thing to do. A smart Fed recognizes that $8 trillion earning 4.2% while homes and equities sit under-owned is not equilibrium.

It is a distortion. Raising rates signals that the Fed will not keep underwriting a world where cash is the only asset class that feels safe.

When the market digests that the Fed is serious about its mandate instead of managing a soft political landing, risk assets can reprice higher.

That is the definition of a risk-on event driven by credibility, not by liquidity.

The problem is that Baby Boomers will not come back to the market that fast. They will not suddenly start buying homes at scale. Their wealth is already locked in. Their risk tolerance is lower. Their time horizon is shorter. Waiting for them to unfreeze is a strategy for stagnation.

That is why the United States needs the $21 trillion in foreign commitments to create a new era — a genuine wealth-generation period.

Foreign capital is not sentimental. It does not wait for domestic psychology to improve. It follows opportunity, policy clarity, and growth.

Combined with the Trump Accounts, which put real capital directly into the hands of ordinary Americans, we have the ingredients for something the country has not seen in a generation: a broader base of ownership.

Right now, the U.S. population is probably at its most extreme wealth disparity in history. That is not sustainable, and it is not necessary.

From here we can go back to a much more proud and equal-opportunity society.

Especially if $5,000 makes it into your pocket through policy that actually reaches households, and especially if the Republicans sweep the midterms and lock in a pro-growth, pro-ownership agenda.

We need a rate hike in late October. We believe that will be a risk-on event because it is the right thing to do. The cash is there. The foreign capital is lined up. The policy tools exist.

All that remains is a Federal Reserve willing to stop treating frozen money as a permanent feature of the economy and start treating it as the temporary distortion it is.

The next move belongs to the Fed. Make it smart.

Best Regards,

Lior Gantz
President, WealthResearchGroup.com

Disclosure/Disclaimer:
We are not securities dealers or brokers, investment advisers or financial advisers, and you should not rely on the information herein as investment advice. We are a marketing company and are paid advertisers. If you are seeking personal investment advice, please contact a qualified and registered broker, investment adviser or financial adviser. You should not make any investment decisions based on our communications. Examples that we provide of share price increases pertaining to a particular Issuer from one referenced date to another represent an arbitrarily chosen time period and are no indication whatsoever of future stock prices for that Issuer and are of no predictive value. Our stock profiles are intended to highlight certain companies for your further investigation; they are not stock recommendations or constitute an offer or sale of the referenced securities. The securities issued by the companies we profile should be considered high risk; if you do invest despite these warnings, you may lose your entire investment. Please do your own research before investing, including reading the companies’ SEDAR and SEC filings, press releases, and risk disclosures. It is our policy that information contained in this profile was provided by the company, extracted from SEDAR and SEC filings, company websites, and other publicly available sources. We believe the sources and information are accurate and reliable but we cannot guarantee it.

Please read our full disclaimer at WealthResearchGroup.com/disclaimer

Something extraordinary is happening in America, and I believe most investors, economists, and geopolitical analysts have not yet grasped the magnitude of what is unfolding, because it is of such immense magnitude that most struggle to accept the revolution.

Secretary of State Marco Rubio recently delivered a remarkable speech at the Acropolis in Athens, Greece, connecting the foundations of Western civilization to America’s industrial and technological ambitions.

Beneath the historical references, philosophical observations, and celebration of Western achievement was something far more consequential: a declaration that America’s future will be determined by its ability to manufacture, innovate, defend itself, and reclaim control over the industries that underpin national power.

It was, in essence, a declaration of revival.

This wasn’t merely a speech about ancient Greece. It was a statement of strategic direction for the United States.

And when you connect Rubio’s remarks to the industrial developments, a fascinating picture emerges.

America is attempting something it hasn’t undertaken on this scale in generations: rebuilding the physical foundations of its economic and military supremacy.

To understand why this matters, consider what happened to the American industrial powerhouse over the past half-century.

Rubio wasn’t there merely in Athens to celebrate ancient Greek architecture, democracy, or philosophy. He was presenting a sweeping argument about the origins of Western power, the consequences of industrial decline, and the extraordinary stakes facing the United States and its allies.

His central warning was unmistakable: the decisions made during the coming decade could determine the geopolitical hierarchy of the next hundred years.

Rubio began by recalling the Persian invasion of Athens in 480 BC, when the armies of Xerxes destroyed the ancient sanctuaries of the Acropolis. The Athenians eventually returned, rebuilt their city, and constructed the Parthenon, creating a monument that would endure for 2,500 years.

His point was that civilizations are not defined simply by their victories, defeats, or surviving monuments. They are defined by the character, ambition, and determination of the people who build them.

He traced America’s intellectual inheritance directly to ancient Greece, arguing that the American Founders drew inspiration from Greek and Roman history, political philosophy, and the classical understanding of citizenship and virtue.

But Rubio went considerably further.

He described the Greeks as possessing a restless determination to discover, explore, invent, compete, and achieve what previous generations considered impossible.

For Rubio, these qualities were the foundations of Western scientific achievement, philosophical inquiry, technological development, and ultimately American greatness.

The underlying message was that the West’s greatest competitive advantage had never been its geography or natural resources alone. It was its willingness to pursue extraordinary achievements.

Rubio introduced the ancient Greek concept of thumos, which he described as the combination of passion, courage, pride, and the determination to excel.

He argued that Greek civilization elevated competition and achievement into defining social principles. Philosophers competed intellectually, athletes pursued excellence, statesmen sought distinction, and inventors challenged established boundaries.

Rubio then turned to what he considers the West’s great strategic mistake of recent decades.

He argued that Western nations became increasingly uncomfortable with nationalism and their historical achievements. In his telling, that cultural shift coincided with industrial outsourcing, weakening military capacity, increasingly porous borders, and the transfer of decision-making authority to international bureaucracies.

His argument was not simply that globalization created economic winners and losers.

It was that the outsourcing of production eventually contributed to the outsourcing of strategic independence.

And this is where Rubio’s speech becomes particularly important.

He explicitly identified critical supply chains, reindustrialization, defense rebuilding, advanced manufacturing, artificial intelligence, drones, weapons, semiconductors, minerals, and space exploration as priorities of the Trump administration.

In other words, Washington’s stated ambitions extend far beyond tariffs or traditional manufacturing jobs.

The administration is articulating a strategy in which economic capacity and national security are inseparable.

The same civilization that once transformed steel into ocean-going fleets is now attempting to manufacture reusable spacecraft capable of reaching beyond Earth.

Rubio’s central argument was that Western achievement emerged from curiosity, ambition, courage, and an unwillingness to accept supposedly permanent limitations.

His warning was that societies which abandon those qualities risk surrendering their future to competitors willing to cultivate them.

The next American century will not be secured by financial engineering, speeches, or software alone. It will also have to be forged in steel mills, shipyards, factories, laboratories, and mines.

The industrial race is underway.

And the outcome may determine far more than the direction of the stock market.

It may determine the balance of global power for generations. Whoever wins AI (Superintelligence), WINS.

Best Regards,

Lior Gantz
President, WealthResearchGroup.com

Disclosure/Disclaimer:
We are not securities dealers or brokers, investment advisers or financial advisers, and you should not rely on the information herein as investment advice. We are a marketing company and are paid advertisers. If you are seeking personal investment advice, please contact a qualified and registered broker, investment adviser or financial adviser. You should not make any investment decisions based on our communications. Examples that we provide of share price increases pertaining to a particular Issuer from one referenced date to another represent an arbitrarily chosen time period and are no indication whatsoever of future stock prices for that Issuer and are of no predictive value. Our stock profiles are intended to highlight certain companies for your further investigation; they are not stock recommendations or constitute an offer or sale of the referenced securities. The securities issued by the companies we profile should be considered high risk; if you do invest despite these warnings, you may lose your entire investment. Please do your own research before investing, including reading the companies’ SEDAR and SEC filings, press releases, and risk disclosures. It is our policy that information contained in this profile was provided by the company, extracted from SEDAR and SEC filings, company websites, and other publicly available sources. We believe the sources and information are accurate and reliable but we cannot guarantee it.

Please read our full disclaimer at WealthResearchGroup.com/disclaimer

** I Have No Idea how the U.S.
Reached these CRAZY DEPENDECIES **

Let me give you a number that should end every argument about national security. 417 kilograms.

That’s roughly how much rare earth material goes into a single F-35. A Virginia-class submarine needs about ten times that.

Now ask the question nobody in Washington wants to answer out loud: who controls the supply? The chokehold, metal by metal.

1. NdPr. Neodymium-praseodymium oxide is the heart of the super-magnet.

China controls about 90% of rare earth processing and 93% of magnet manufacturing. America has exactly one rare earth mine, Mountain Pass.

And Beijing has shown the leash. Export controls in April 2025. A harsher second wave in October 2025. That second wave is only suspended until November 10, 2026, five weeks from today.

1. Palladium. Nearly three-quarters of U.S. palladium imports come from South Africa and Russia.

A country we sanction. A country whose mines are shrinking.

1. Platinum. America has zero primary platinum mines. We import about 89% of what we use. South Africa alone supplies half.

China. Russia. South Africa. All BRICS.

All under stress. All holding a hand on Western industry’s windpipe.

Why these metals are non-negotiable!

These aren’t commodities you can swap out. They’re the load-bearing walls of the three industries that will define this century.

• AI. Every hard drive in every data center spins on NdFeB magnets and stores data on platinum-alloy platters. Palladium plates the capacitors and connectors on the boards. The robots and humanoids AI will drive run on magnet-packed actuators. No NdPr, no physical AI.

• Space. Satellites point themselves with magnet-driven reaction wheels and actuators. Platinum-group metals survive the heat inside thrusters and engine parts where almost nothing else can.

• Defense. Guided munitions, fin actuators, jet engines, radar, submarine drives. Magnets steer them, PGMs harden them.

You can’t build a single drone swarm without these metals. And today, Beijing, Moscow and Pretoria hold the keys.

The hemisphere strikes back!

Here’s the part the crowd is missing. While everyone watches the chokehold, America is quietly building its way out of it, inside its own hemisphere.

1. Greenland: the magnet-and-PGM vault. The September 22 defense agreement put Greenland’s resource extraction inside the Western security perimeter and shut out rival-nation capital. Greenland holds both halves of the problem: palladium-platinum deposits and NdPr deposits.

2. Alaska: America’s own backyard. The state hosts potential for 51 of 54 USGS critical minerals, including platinum-group elements and rare earths. Bokan Mountain is among the largest undeveloped rare earth deposits in the U.S., unusually rich in the heavy elements China guards most tightly. And Alaska is already receiving Defense Production Act money.

3. Venezuela: the energy and minerals wildcard. In March, Treasury lifted sanctions on Venezuela’s minerals sector, including bauxite and coltan, the sources of gallium, tantalum and niobium. Add the world’s largest heavy-crude reserves feeding Gulf Coast refineries, and you get cheaper, secure energy for the smelters and data centers this whole buildout needs.

North, south, and the vault in between. That’s not a supply chain. That’s a fortress.

My bottom line: Chokeholds only work as long as you have no alternative. For thirty years, the West didn’t.

Now the alternative has a map: Greenland for the magnets and PGMs, Alaska for domestic depth, Venezuela for energy and minerals the BRICS can’t touch.

The companies already standing on that map, with the drilling done and the resources defined, are where I’m looking.

The crowd will notice when the November 10 deadline hits.

I’d rather be early.

Best Regards,

Lior Gantz
President, WealthResearchGroup.com

Disclosure/Disclaimer:
We are not securities dealers or brokers, investment advisers or financial advisers, and you should not rely on the information herein as investment advice. We are a marketing company and are paid advertisers. If you are seeking personal investment advice, please contact a qualified and registered broker, investment adviser or financial adviser. You should not make any investment decisions based on our communications. Examples that we provide of share price increases pertaining to a particular Issuer from one referenced date to another represent an arbitrarily chosen time period and are no indication whatsoever of future stock prices for that Issuer and are of no predictive value. Our stock profiles are intended to highlight certain companies for your further investigation; they are not stock recommendations or constitute an offer or sale of the referenced securities. The securities issued by the companies we profile should be considered high risk; if you do invest despite these warnings, you may lose your entire investment. Please do your own research before investing, including reading the companies’ SEDAR and SEC filings, press releases, and risk disclosures. It is our policy that information contained in this profile was provided by the company, extracted from SEDAR and SEC filings, company websites, and other publicly available sources. We believe the sources and information are accurate and reliable but we cannot guarantee it.

Please read our full disclaimer at WealthResearchGroup.com/disclaimer

The real battle is over who gets to build America for the next decade.

President Trump has made one of the most extraordinary promises of the 2026 midterms: if Republicans retain both the House and Senate, he says every adult American citizen will receive a $5,000 “Trump Dividend.”

Trump has connected the proposal to the economic gains of his second term and his tariff-heavy trade strategy, although the final funding mechanism has not been established and the potential cost exceeds $1.2 trillion.

The check is the advertisement. Reindustrialization is the product.

Trump’s economic experiment rests on a simple idea: America spent decades allowing factories, supply chains, processing capacity and strategic industries to migrate overseas.

Tariffs, tax incentives, accelerated permitting and domestic investment are intended to reverse that process.

Factories come home. Capital comes home. Supply chains come home. America makes things again.

Whether that program continues at its current pace will partly depend on the political landscape after the midterms. A change in congressional control could complicate legislation, appropriations and elements of the administration’s broader industrial agenda, although many tariff and regulatory authorities also reside with the executive branch.

And that matters because reindustrialization isn’t something you complete in an election cycle!

A semiconductor fab takes years. A refinery takes years. A mine can take a decade. A mineral-processing industry can take even longer. Capital requires certainty.

You cannot build a 20-year industrial strategy around a two-year political clock. And nowhere is that problem more dangerous than underground.

AMERICA CAN’T REINDUSTRIALIZE WITHOUT THE PERIODIC TABLE

Washington can announce a trillion dollars of factories tomorrow.

It won’t matter if America cannot obtain the materials those factories consume. That is the vulnerability almost nobody discusses.

America wants dominance in AI. Robotics. Aerospace. Defense. Electricity. Advanced manufacturing. But underneath every futuristic technology sits something extremely old-fashioned: METAL.

Consider neodymium and praseodymium: NdPr is essential for the high-performance permanent magnets used in advanced electric motors, robotics, industrial automation and numerous defense applications.

Yet China remains the dominant force in rare-earth separation and permanent-magnet manufacturing.

America can design the world’s greatest robot… China can still dominate critical portions of the supply chain needed to build its motor.

Then come platinum and palladium: These platinum-group metals are crucial across catalytic systems, chemical processing and numerous advanced industrial applications.

And look at the supply map: South Africa. Russia. Two BRICS members sit at the center of global PGM production.

Russia alone remains responsible for a huge portion of global mined palladium. This is not diversification. This is dependency disguised as globalization.

THAT’S WHY “MINE, BABY, MINE” MATTERS!

Trump’s mining policy isn’t merely about producing more commodities. It is about recognizing that a superpower cannot remain a superpower if somebody else controls the physical ingredients required to manufacture its weapons, machines, electrical infrastructure and advanced technologies.

The administration’s March 2025 minerals order explicitly described America’s dependence on foreign mineral production as an economic and national-security threat and ordered agencies to accelerate domestic mineral production and permitting.

That is the real industrial revolution hiding behind the tariff headlines.

Best Regards,

Lior Gantz
President, WealthResearchGroup.com

Disclosure/Disclaimer:
We are not securities dealers or brokers, investment advisers or financial advisers, and you should not rely on the information herein as investment advice. We are a marketing company and are paid advertisers. If you are seeking personal investment advice, please contact a qualified and registered broker, investment adviser or financial adviser. You should not make any investment decisions based on our communications. Examples that we provide of share price increases pertaining to a particular Issuer from one referenced date to another represent an arbitrarily chosen time period and are no indication whatsoever of future stock prices for that Issuer and are of no predictive value. Our stock profiles are intended to highlight certain companies for your further investigation; they are not stock recommendations or constitute an offer or sale of the referenced securities. The securities issued by the companies we profile should be considered high risk; if you do invest despite these warnings, you may lose your entire investment. Please do your own research before investing, including reading the companies’ SEDAR and SEC filings, press releases, and risk disclosures. It is our policy that information contained in this profile was provided by the company, extracted from SEDAR and SEC filings, company websites, and other publicly available sources. We believe the sources and information are accurate and reliable but we cannot guarantee it.

Please read our full disclaimer at WealthResearchGroup.com/disclaimer

The real battle is over who gets to build America for the next decade.

President Trump has made one of the most extraordinary promises of the 2026 midterms: if Republicans retain both the House and Senate, he says every adult American citizen will receive a $5,000 “Trump Dividend.”

Trump has connected the proposal to the economic gains of his second term and his tariff-heavy trade strategy, although the final funding mechanism has not been established and the potential cost exceeds $1.2 trillion.

The check is the advertisement. Reindustrialization is the product.

Trump’s economic experiment rests on a simple idea: America spent decades allowing factories, supply chains, processing capacity and strategic industries to migrate overseas.

Tariffs, tax incentives, accelerated permitting and domestic investment are intended to reverse that process.

Factories come home. Capital comes home. Supply chains come home. America makes things again.

Whether that program continues at its current pace will partly depend on the political landscape after the midterms. A change in congressional control could complicate legislation, appropriations and elements of the administration’s broader industrial agenda, although many tariff and regulatory authorities also reside with the executive branch.

And that matters because reindustrialization isn’t something you complete in an election cycle!

A semiconductor fab takes years. A refinery takes years. A mine can take a decade. A mineral-processing industry can take even longer. Capital requires certainty.

You cannot build a 20-year industrial strategy around a two-year political clock. And nowhere is that problem more dangerous than underground.

AMERICA CAN’T REINDUSTRIALIZE WITHOUT THE PERIODIC TABLE

Washington can announce a trillion dollars of factories tomorrow.

It won’t matter if America cannot obtain the materials those factories consume. That is the vulnerability almost nobody discusses.

America wants dominance in AI. Robotics. Aerospace. Defense. Electricity. Advanced manufacturing. But underneath every futuristic technology sits something extremely old-fashioned: METAL.

Consider neodymium and praseodymium: NdPr is essential for the high-performance permanent magnets used in advanced electric motors, robotics, industrial automation and numerous defense applications.

Yet China remains the dominant force in rare-earth separation and permanent-magnet manufacturing.

America can design the world’s greatest robot… China can still dominate critical portions of the supply chain needed to build its motor.

Then come platinum and palladium: These platinum-group metals are crucial across catalytic systems, chemical processing and numerous advanced industrial applications.

And look at the supply map: South Africa. Russia. Two BRICS members sit at the center of global PGM production.

Russia alone remains responsible for a huge portion of global mined palladium. This is not diversification. This is dependency disguised as globalization.

THAT’S WHY “MINE, BABY, MINE” MATTERS!

Trump’s mining policy isn’t merely about producing more commodities. It is about recognizing that a superpower cannot remain a superpower if somebody else controls the physical ingredients required to manufacture its weapons, machines, electrical infrastructure and advanced technologies.

The administration’s March 2025 minerals order explicitly described America’s dependence on foreign mineral production as an economic and national-security threat and ordered agencies to accelerate domestic mineral production and permitting.

That is the real industrial revolution hiding behind the tariff headlines.

Best Regards,

Lior Gantz
President, WealthResearchGroup.com

Disclosure/Disclaimer:
We are not securities dealers or brokers, investment advisers or financial advisers, and you should not rely on the information herein as investment advice. We are a marketing company and are paid advertisers. If you are seeking personal investment advice, please contact a qualified and registered broker, investment adviser or financial adviser. You should not make any investment decisions based on our communications. Examples that we provide of share price increases pertaining to a particular Issuer from one referenced date to another represent an arbitrarily chosen time period and are no indication whatsoever of future stock prices for that Issuer and are of no predictive value. Our stock profiles are intended to highlight certain companies for your further investigation; they are not stock recommendations or constitute an offer or sale of the referenced securities. The securities issued by the companies we profile should be considered high risk; if you do invest despite these warnings, you may lose your entire investment. Please do your own research before investing, including reading the companies’ SEDAR and SEC filings, press releases, and risk disclosures. It is our policy that information contained in this profile was provided by the company, extracted from SEDAR and SEC filings, company websites, and other publicly available sources. We believe the sources and information are accurate and reliable but we cannot guarantee it.

Please read our full disclaimer at WealthResearchGroup.com/disclaimer

Yields Are Peaking

The bond market isn’t simply pricing an overheating economy.

It is increasingly pricing the empty chairs at the auction.

Vladimir Putin just said the quiet part out loud at Valdai and the FAKE MEDIA is just ignoring reality, so Americans are again left in the dark.

Threaten Kaliningrad, he warned, and Russia would put “all weapons” at its disposal on the table. Moscow has made clear that includes its nuclear arsenal.

Putin even invoked the old Chekhov principle himself: if a gun hangs on the wall, eventually somebody expects it to fire.

Kaliningrad sits wedged between Poland and Lithuania, beside the strategic geography surrounding the Suwałki corridor—the narrow NATO connection between Poland and the Baltic states.

Moscow is hardening its Baltic posture. Europe is staring at the gun.

The reason for higher diesel prices and is partly because Putin’s army is a giant mess.

Sure, when 25% of Russia’s population believes the sun revolves around the Earth (RECENT POLL!) and when America’s BRAINWASHED Tucker Carlson viewers are considering Russian passports, he can continue to recruit soldiers from rural parts of Russia, since these young men are clueless about the world, but this country is just not searching for greatness, only for reviving the 3rd Roman Empire, which it can’t and it won’t.

THE SUPERPOWER THAT CAN’T PROTECT ITS OWN REFINERIES! That’s really what Russia has become.

Behind Russia’s nuclear rhetoric sits a much less intimidating economic reality. Putin himself acknowledged that Ukrainian attacks on Russian energy infrastructure have already shaved approximately 1% from Russian GDP.

Russia, one of the world’s great hydrocarbon powers, has suffered repeated refinery disruptions severe enough to expose the vulnerability between possessing crude oil underground and actually converting it into usable products.

Nuclear rhetoric is cheap. Diesel isn’t.

A country can possess millions of barrels of crude and still experience economic pain if the refineries, pipelines, storage facilities and logistics infrastructure connecting those barrels to consumers are repeatedly attacked.

Russia’s strategic strength is enormous. But its economic machine is more vulnerable than the podium suggests. And markets have spent too much time pricing the podium.

This is where the Baltic story collides with our portfolio.

For decades, globalization created an extraordinary monetary recycling mechanism.

Export economies accumulated dollars. Central banks accumulated reserves. Those reserves flowed into U.S. government securities. That created enormous structural demand for Treasuries—demand that frequently cared about reserve management more than maximizing investment returns.

That world is changing.

Russia is essentially gone from the Treasury market. Official U.S. data show Russian holdings of long- and short-term Treasuries at only about $25 million in July 2026.

China remains substantial—but its Treasury portfolio has been shrinking. Mainland Chinese holdings fell to approximately $618 billion in July, down from roughly $696 billion one year earlier and dramatically below the levels accumulated during the great globalization era.

That does not mean China and Russia alone determine Treasury yields. Japan, Britain, private institutions, pensions, insurers, banks and domestic investors remain enormous participants. But one structural fact matters:

America can no longer assume that the gigantic reserve accumulation of the old globalization machine will automatically provide the same price-insensitive marginal bid for every new long-dated bond Washington issues.

Meanwhile Treasury supply is enormous. The buyer increasingly needs to be compensated. That compensation has a name: TERM PREMIUM.

President Trump has already explained it several times and I believe we are weeks away from a BIG PARADIGM SHIFT in interest rates, an historic one!

If I’m right, small-cap stocks will SURGE!

I have said it before and I repeat it now – 2027 will be one of the greatest years in market history!

Best Regards,

Lior Gantz
President, WealthResearchGroup.com

Disclosure/Disclaimer:
We are not securities dealers or brokers, investment advisers or financial advisers, and you should not rely on the information herein as investment advice. We are a marketing company and are paid advertisers. If you are seeking personal investment advice, please contact a qualified and registered broker, investment adviser or financial adviser. You should not make any investment decisions based on our communications. Examples that we provide of share price increases pertaining to a particular Issuer from one referenced date to another represent an arbitrarily chosen time period and are no indication whatsoever of future stock prices for that Issuer and are of no predictive value. Our stock profiles are intended to highlight certain companies for your further investigation; they are not stock recommendations or constitute an offer or sale of the referenced securities. The securities issued by the companies we profile should be considered high risk; if you do invest despite these warnings, you may lose your entire investment. Please do your own research before investing, including reading the companies’ SEDAR and SEC filings, press releases, and risk disclosures. It is our policy that information contained in this profile was provided by the company, extracted from SEDAR and SEC filings, company websites, and other publicly available sources. We believe the sources and information are accurate and reliable but we cannot guarantee it.

Please read our full disclaimer at WealthResearchGroup.com/disclaimer

Pain wears off. Nuclear weapons in the hands of a regime that wants you dead do not.

There is an uncomfortable, lingering truth about free republics that historians rarely utter aloud: a society that measures civilizational greatness by the cost to fill up an SUV cannot long remain a civilizational leader and wealthy society on the rise.

On Tuesday, November 3, 2026, the United States arrives at the formal midway mark of Donald Trump’s second administration.

All 435 House seats, 35 Senate seats—including two critical specials in Ohio and Florida—36 governorships, and hundreds of down-ballot legislative chambers will hang in the balance.

Republicans enter the ring clutching razor-thin margins: roughly 222 to 213 in the House, and 53 to 47 in the Senate. A minor net swing hands the Speaker’s gavel to the Democrats. A net gain of four flips the Upper Chamber, neutralizing J.D. Vance’s tie-breaking vote and slamming the brakes on executive nominations, judges, budgets, and sovereign policy.

Right now, late September generic ballot polling places Democrats ahead by 7 to 8 points. Trump’s approval sits pinned in the high 30s.

The fight grinds through razor-edge Senate toss-ups in Ohio, Maine, Michigan, Georgia, Iowa, Alaska, New Hampshire, and Texas.

Why?

Because the price of gasoline and diesel is squeezing household budgets. Because mortgage rates have frozen real estate. Because short-term interest rates are high and the grocery bill still stings.

Think about the sheer, blinding absurdity of that equation for all other nations and their citizens: the threat of a nuclear Iran vs. higher cost of living during the conflict, which ultimately clear one of the largest threats the world has ever seen from the landscape.

Just two short years ago, Donald Trump secured an overwhelming national mandate. He didn’t merely win; he swept all seven battleground states, captured 80% of the counties across the continent, and took the popular vote outright.

And in twenty-four months, he executed one of the most astonishing domestic and geopolitical turnarounds in modern statecraft:

• He ended catch-and-release, fortified the southern border, drove illegal crossings down by over 99%, and restored territorial integrity.

• He signed the landmark One Big Beautiful Bill, making permanent the cornerstone 2017 tax cuts while eliminating federal taxes on tips and overtime.

• He systematically dismantled bureaucratic bloat, slashing federal headcount and ending the remote-work holiday for the administrative state.

• Data recorded the steepest decline in violent crime in over a century—murder down 18%, violent offenses down nearly 10%.

• He secured trillions of dollars in hard capital commitments to re-shore advanced semiconductors, heavy manufacturing, and industrial automation onto American soil.

• He ended the regulatory war on domestic energy, unlocked LNG terminals, approved strategic infrastructure, and secured historical energy assets abroad—from Greenland to the hemispheric reserves of Venezuela.

Yet all of that truly pales in comparison to the single greatest existential service rendered to the Western world: he took the nuclear threat of the Iranian regime off the global table.

For decades, polite foreign-policy establishments in Washington and Brussels wrung their hands, offered pallets of cash, and kicked the can down the road while Tehran enriched uranium, funded the Houthis, armed Hezbollah, and prepared the ultimate blackmail of the civilized world.

Trump didn’t blink. He called the bluff. He deployed force, established a blockade, secured the Strait of Hormuz, and severed the head of the snake.

He neutralized a looming nuclear catastrophe that would have held global trade hostage for generations.

The price? A temporary dislocation in the oil markets. A squeeze in global transport. Elevated retail prices at the local pump while global supply chains realign, domestic refining capacity absorbs new crude blends, and the world digests the death of the PetroDollar.

It is the classic definition of a short-term operational sacrifice in exchange for long-term civilizational survival.

Yet, if you listen to the pollsters, the electorate is ready to throw out the entire architecture of national renewal—not because they prefer the alternative agenda, but because gasoline went up a dollar fifty while the world was being rescued from nuclear fire.

If a nation is willing to forfeit its borders, surrender its manufacturing renaissance, abandon judicial sanity, and invite a legislative paralysis that cripples its own superpower status—all because a geopolitical earthquake caused a temporary spike at the gas pump—then we must ask a much darker question: Does America still possess the cultural stamina to be a great nation?

Great civilizations are not built by populations that demand perpetual, friction-free luxury at the expense of sovereign survival.

If the voters who handed Trump an undisputed mandate in 2024 stay home because the mortgage rate on their next vacation home is inconvenient, they will prove the cynics right: that modern democracies are too soft, too myopic, and too consumer-obsessed to stomach the cost of victory.

Gas prices are temporary. Supply chains heal. Refineries adapt. New pipelines flow. Greatness, once forfeited at the altar of petty comfort, rarely comes back.

On November 3rd, the American voter isn’t just picking a representative.

They are choosing whether the United States is an empire capable of enduring the cost of its own defense—or merely a shopping mall looking for a discount.

Best Regards,

Lior Gantz
President, WealthResearchGroup.com

Disclosure/Disclaimer:
We are not securities dealers or brokers, investment advisers or financial advisers, and you should not rely on the information herein as investment advice. We are a marketing company and are paid advertisers. If you are seeking personal investment advice, please contact a qualified and registered broker, investment adviser or financial adviser. You should not make any investment decisions based on our communications. Examples that we provide of share price increases pertaining to a particular Issuer from one referenced date to another represent an arbitrarily chosen time period and are no indication whatsoever of future stock prices for that Issuer and are of no predictive value. Our stock profiles are intended to highlight certain companies for your further investigation; they are not stock recommendations or constitute an offer or sale of the referenced securities. The securities issued by the companies we profile should be considered high risk; if you do invest despite these warnings, you may lose your entire investment. Please do your own research before investing, including reading the companies’ SEDAR and SEC filings, press releases, and risk disclosures. It is our policy that information contained in this profile was provided by the company, extracted from SEDAR and SEC filings, company websites, and other publicly available sources. We believe the sources and information are accurate and reliable but we cannot guarantee it.

Please read our full disclaimer at WealthResearchGroup.com/disclaimer

The financial press is obsessing over rate hikes and whether the bond market is about to shatter Wall Street’s rally.

They are looking through a pinhole, to be honest.

What is actually unfolding across global markets and corridors of power isn’t a routine monetary standoff—it is an aggressive, coordinated Mandate of Growth for the United States under the Trump Doctrine.

Look past the day-to-day noise and it will become so clear to you. Bank of America warns of surging 10-year yields, spike risks in the MOVE index, and impending deleveraging triggers, but they miss the larger structural chess game.

Washington under Trump and Treasury Secretary Scott Bessent operates under an entirely different reality: economic dominance and asset markets are national security imperatives.

The administration understands that a nation drowning its sovereign paper while relying on fragile foreign supply chains is vulnerable.

The playbook being executed right now is designed to engineer absolute American primacy across energy, critical minerals, and strategic geographic chokeholds.

This administration is DEMANDING that Americans think about their country again and behave like citizens that must protect their constitution and way of life first, not just their gasoline bill.

The Geopolitical Great Game Closes on Beijing the more Americans can stomach through this temporary pain!

While Western contrarians fret over inflation, look at China. Xi Jinping is caught in a structural spiral from which there is no hope of escape.

Domestically, China’s demographic winter has begun snowballing into an irreversible mega-trend—an aging population, cratered fertility, and a burst real estate bubble that has trapped yields on the floor in a multi-year deflationary spiral.

Trump’s emerging Indo-Pacific masterplan is executing containment without the exorbitant Cold War price tag.

The COUNTER-China coalition is fortifying the critical maritime arteries through which over 80% of China’s oil and the bulk of its trade flow. Simultaneously, the strategic breakthrough in Greenland marks THE SUCCESS of the Monroe Doctrine in American projection.

Locking down Greenland secures the Arctic, provides one-of-a-kind early-warning defense, and unlocks exploration upside to huge swaths of rare earth elements, required for SI (previously AI) supremacy and modern defense production.

America controls the hemisphere (only Cuba and Brazil are left standing), secures the critical resources, and lets Beijing exhaust its diminishing treasury trying to breach a perimeter that is already fortified.

How to Position for the American Supercycle

Equity inflows remain on track for an unprecedented $1.2 trillion pace. Why? Because the market inherently recognizes where the real, productive capacity lives.

When policymakers face the choice between rising debt-servicing costs and preserving the domestic industrial expansion, growth wins every time. Washington will deploy currency devaluations, targeted liquidity interventions, and deregulation to cap yields and ensure the American industrial Renaissance continues unabated.

1. Own Hard Assets: Fiat debasement is the only mathematical exit for sovereign debt overhangs. Physical gold, silver, and critical resource producers remain non-negotiable core holdings.

2. Back Domestic Infrastructure & AI: As domestic reshoring accelerates and data-center demand surges, critical inputs like copper, energy generation, and specialized automation will capture massive institutional capital.

3. Avoid Fragile Globalist Cyclicals: Focus on high-margin domestic small caps, energy independence plays, and critical mineral supply chains anchored firmly within the Western alliance.

The doom-and-gloom crowd will remain paralyzed by volatility. Contrarian wealth is built by recognizing the paradigm shift early: the map has closed, resources are returning home, and America’s mandate is total economic expansion.

Best Regards,

Lior Gantz
President, WealthResearchGroup.com

Disclosure/Disclaimer:
We are not securities dealers or brokers, investment advisers or financial advisers, and you should not rely on the information herein as investment advice. We are a marketing company and are paid advertisers. If you are seeking personal investment advice, please contact a qualified and registered broker, investment adviser or financial adviser. You should not make any investment decisions based on our communications. Examples that we provide of share price increases pertaining to a particular Issuer from one referenced date to another represent an arbitrarily chosen time period and are no indication whatsoever of future stock prices for that Issuer and are of no predictive value. Our stock profiles are intended to highlight certain companies for your further investigation; they are not stock recommendations or constitute an offer or sale of the referenced securities. The securities issued by the companies we profile should be considered high risk; if you do invest despite these warnings, you may lose your entire investment. Please do your own research before investing, including reading the companies’ SEDAR and SEC filings, press releases, and risk disclosures. It is our policy that information contained in this profile was provided by the company, extracted from SEDAR and SEC filings, company websites, and other publicly available sources. We believe the sources and information are accurate and reliable but we cannot guarantee it.

Please read our full disclaimer at WealthResearchGroup.com/disclaimer