Trump VS the FED - a creeping and misguided game of fiscal dominance is playing out now!

 

Famous American Humorist, Mark Twain once said: 

"History doesn't repeat itself, but it often rhymes". 

Using that logic I framed this thought as a rhyme.

From my recent post on Linked in!

REEs are critical to all cutting edge technologies now and early investors should be rewarded! We just took a small position in our 4th REE stock-CRML

 

 

REE stocks - Critical Metals Corp. (CRML)

Brief overview

CRML is a pre-revenue, high-risk developer with two strategically important assets: 

1. Tanbreez (heavy-rare-earth-rich REE project in Greenland) and 

2. Wolfsberg (fully permitted hard-rock lithium project in Austria). 

The March 12, 2025 S-K 1300 for Tanbreez established a compliant 45 Mt @ ~0.4% TREO with ~27% HREO, and EXIM Bank issued a US$120M loan LOI in June 2025—signals of both resource scale and geopolitical relevance. Balance-sheet strength and execution (DFS, permitting, financing, and offtake) remain the gating items; upside hinges on converting strategic interest into funded, build-ready projects. GlobeNewswireCritical Metals CorpReuters

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What CRML legally controls

• Tanbreez (Greenland, REEs): CRML holds a controlling interest in Tanbreez Mining Greenland A/S and has the contractual right to increase ownership to 92.5% after investing up to US$10M (management indicates completion targeted in 2025). Stock Titan

• Wolfsberg (Austria, lithium): CRML controls the fully licensed Wolfsberg lithium project (spodumene) in Carinthia, ~270 km south of Vienna. criticalmetalscorp.gcs-web.com

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Resources & geology (defensible figures)

• Tanbreez S-K 1300 (Mar 12 2025): 45 Mt @ ~0.4% TREO; ~27% HREO share (unusually high for hard-rock deposits). Company communications also describe the broader kakortokite host rock ~4.7 Bnt, but the 45 Mt is the current compliant MRE to anchor on. GlobeNewswire

• Additional technical context: Company May 2025 update reiterates the 0.38–0.40% TREO and ~27% HREO mix and highlights deep drilling upside. Critical Metals Corp

• Wolfsberg DFS (Mar 8 2023, JORC): Ore Reserves ~11.5 Mt @ 0.64% Li₂O (Proved+Probable). The DFS outlines ~15-year LOM at ~780 kt/a steady-state mining. MinedocsAustralian Securities Exchange

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Project status & 2025 milestones

• Tanbreez

  • EXIM Bank LOI: US$120M 15-year loan to support development (technical/economic studies, pre-production, start-up). Critical Metals Corp Reuters Investing Nasdaq

  • DFS underway: CRML engaged NIRAS A/S (Denmark) to complete the Definitive Feasibility Study. Critical Metals Corp Stock Titan

  • Strategic context: U.S. & Danish officials previously lobbied to keep Tanbreez out of Chinese hands, underscoring U.S. supply-chain priorities. Reuters

  • Economics (company scenario): CRML disclosed an NPV range around US$2.8–3.6B and IRR indications (company estimates; treat as preliminary until DFS). Critical Metals Corp

• Wolfsberg

  • Project described by CRML as fully licensed hard-rock lithium operation with prior DFS work (European Lithium-era), positioned for EU battery supply chains. European Lithium

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Financing & balance sheet (directional)

• Public trackers show a thin cash position vs. development needs and modest debt—typical for pre-revenue developers; future equity/convertible/offtake prepayments are likely. Please consult the latest quarterly on CRML’s IR site for exact figures and runway. StockAnalysisCritical Metals Corp

• Key funding signal: the EXIM LOI meaningfully de-risks early-stage capital for Tanbreez but is not a definitive commitment; conditions precedent and U.S. policy priorities apply. Reuters

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Ownership, institutions & insider activity (indicative)

• Institutions: Data sources vary; reported institutional ownership ranges are low-to-mid single digits on some trackers, with filings showing increased positions from certain funds 

• (e.g., BlackRock 13F showing a ~600% q/q increase to ~1.65 M shares as of 6/30/25). Treat 13F data as backward-looking. ChartMillNasdaqFintel

• Insiders/Form 4s: Third-party screens show limited recent insider transactions; always verify directly against the SEC filings page or CRML IR for definitive records. NasdaqMarketChameleon.com

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Competitive/strategic positioning

• Why Tanbreez matters: Hard-rock REEs with a high HREO proportion (~27%) are strategically valuable for NdFeB magnet supply chains (EVs, wind, defense). Western HREO projects are scarce; Tanbreez’s scale and deep-water access add appeal. criticalmetalscorp.gcs-web.com

• Why Wolfsberg matters: A fully permitted EU-located Li project fits Europe’s push for domestic battery materials under critical-raw-materials policies. criticalmetalscorp.gcs-web.com

• Geopolitics as a tailwind: U.S. interest in Greenland’s REEs is explicit and ongoing; CRML’s asset base aligns with Western supply-chain security goals. Reuters

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Near-term catalysts to watch

1. Tanbreez DFS progress (scope, capex/opex, flowsheet, schedules). Critical Metals Corp

2. Financing progression (conversion of EXIM LOI; additional project finance; potential EU/Denmark/Greenland support mechanisms). Critical Metals Corp

3. Resource/Met updates (infill/deep drilling results; potential HREO recovery data). Critical Metals Corp

4. Offtake discussions (magnet makers, defense/EV supply-chain counterparties)—not announced yet, but pivotal. (No public offtakes disclosed in sources above.)

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Key risks

• Funding risk: Multi-hundred-million-dollar capex across two projects; equity dilution is likely absent major offtake prepayments/exports credit support. StockAnalysis

• Technical/execution risk: Kakortokite mineralogy and HREO recovery need DFS-level proof at commercial scale. criticalmetalscorp.gcs-web.com

• Permitting/community & geopolitical complexity: Greenland/EU policy and environmental standards can lengthen timelines; EXIM LOI is conditional. Reuters

• Commodity-price risk: REE basket pricing (especially Dy/Tb/Nd/Pr) and lithium price volatility materially affect economics.

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Is CRML a likely takeover target?

• Strategic Appeal
  CRML holds two geopolitical-critical assets:

  1. Tanbreez — a rare-earth project in Greenland rich in heavy REEs (critical for Western defense and technology supply chains).

  2. Wolfsberg — a fully permitted lithium project in Austria, positioned to feed Europe’s EV battery market.

  These assets align strongly with Western governments’ supply-chain security strategies, which enhances CRML’s attractiveness to both industrial players and state-backed investors. Cohen & Company Capital Markets+2

• Growing Confidence Signals
  The appointment of retired U.S. Air Force Four-Star General Timothy Ray to CRML’s advisory board underscores the company’s strategic importance and could raise the profile among potential acquirers, especially in defense circles. Yahoo FinanceStock Titan+1

• Economic Upside
  A Preliminary Economic Assessment (PEA) for Tanbreez shows:

  • NPV of ~$3 billion at modest discount rates,

  • A remarkable ~180% IRR,

  • Based on just ~1% of the total 4.7 billion‑ton host-rock. Investing.com+5Stock Titan+5criticalmetalscorp.gcs-web.com+5

  These economics hint at enormous latent value, enticing for larger mining or strategic buyers looking to vertically integrate or diversify.

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Who might be interested?

1. Major REE or lithium producers
   Companies like MP Materials, Lynas Rare Earths, or Albemarle may see value in expanding into Greenland or Europe to balance global supply chains.

2. Battery manufacturers or automakers
   Automakers or battery materials firms (especially in Europe) could pursue CRML assets to secure feedstock. Similar models have precedented off-takes like the earlier BMW MOU seen in European Lithium’s pre-merger phase. Cohen & Company Capital Markets+4Stock Titan+4

3. Governments or state-sponsored consortia
   European or U.S. defense and infrastructure entities (or even sovereign wealth funds) focused on building critical metals autonomy may pursue equity or asset acquisitions for strategic supply.

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Summary

• Potential?  Yes—CRML’s strategic resource base and improving project metrics make it a plausible acquisition target.

• Likely suitors? Established mining majors, battery/EV OEMs, or government-backed purchasers aligned with critical supply-chain objectives.

Bottom line (investor lens)

• Thesis: CRML offers leveraged exposure to Western-aligned REE (HREO-rich) and EU-located lithium. If the DFS validates economics and EXIM + other project financing crystallize, the risk profile improves and the equity could re-rate.

• Reality check: Until then, it’s speculative—expect volatility, financing overhangs, and execution risk typical of early developers. Position sizing and risk controls are

  Related Articles:

• MP Materials has had a tremendous run in July as the REE fever rose. Going forward, there are others to consider as M&A candidates for MP

Rare Earth Elements - Ucore Rare Metals Inc. - update!

Some top Canadian companies to consider in uncertain times!

 

Identifying top Canadian companies for investment involves evaluating factors such as financial stability, growth potential, dividend history, and market position. Based on recent analyses and market trends, here are several Canadian companies that are often considered strong investment candidates:​

1. Royal Bank of Canada (RY):

• Sector: Financials​Yahoo Finance

• Market Position: As one of Canada's largest banks, RBC has demonstrated consistent performance and resilience.​Investor's Business Daily+1Yahoo Finance+1

• Recent Performance: The bank has shown improving technical indicators, with its Relative Strength Rating rising from 65 to 72, suggesting growing momentum. ​Investor's Business Daily+1Investor's Business Daily+1

2. Toronto-Dominion Bank (TD):

• Sector: Financials​Investor's Business Daily+2Morningstar+2Yahoo Finance+2

• Market Position: TD is a leading Canadian bank with significant operations in both Canada and the U.S., offering a diversified revenue stream.​

3. Canadian National Railway (CNR):

• Sector: Industrials​Yahoo Finance+3Million Dollar Journey+3The Motley Fool Canada+3

• Market Position: CNR operates an extensive rail network across North America, providing essential transportation services.​

• Investment Appeal: The company's substantial economic moat and consistent dividend growth make it attractive to long-term investors. ​Yahoo Finance+3Million Dollar Journey+3Wikipedia+3

4. Enbridge Inc. (ENB):

• Sector: Energy​Yahoo Finance+8Million Dollar Journey+8Wikipedia+8

• Market Position: Enbridge is a major energy infrastructure company, primarily involved in transporting and distributing oil and gas.​

• Dividend History: The company has a strong track record of dividend growth, appealing to income-focused investors. ​Million Dollar Journey

5. Canadian Natural Resources (CNQ):

• Sector: Energy​Million Dollar Journey

• Market Position: As one of Canada's largest oil and natural gas producers, CNQ has a diversified asset base.​

• Dividend Growth: The company has a history of consistent dividend increases, reflecting its financial health. ​Million Dollar Journey

6. Shopify Inc. (SHOP):

• Sector: Technology​Yahoo Finance

• Market Position: Shopify is a leading e-commerce platform provider with a global customer base.​

• Growth Potential: The company's innovative solutions and expanding market presence position it well for future growth.​

7. Fortis Inc. (FTS):

• Sector: Utilities​Morningstar+2wsj.com+2Million Dollar Journey+2

• Market Position: Fortis operates regulated utilities in Canada, the U.S., and the Caribbean.​Savings Grove+1Million Dollar Journey+1

• Dividend Stability: With a history of over 50 years of dividend increases, Fortis is known for its reliable income generation. ​The Motley Fool Canada

8. Alimentation Couche-Tard (ATD):

• Sector: Consumer Staples​Million Dollar Journey

• Market Position: The company operates a vast network of convenience stores across multiple countries.​

• Growth Strategy: Couche-Tard focuses on strategic acquisitions to drive expansion and profitability. ​Million Dollar Journey+1Million Dollar Journey+1

9. Telus Corporation (T):

• Sector: Telecommunications​

• Market Position: Telus is one of Canada's major telecom providers, offering a range of communication services.​

• Dividend Yield: The company offers a competitive dividend yield, appealing to income-seeking investors. ​

10. Bank of Montreal (BMO):

• Sector: Financials​

• Market Position: BMO is a well-established bank with extensive operations in Canada and the U.S.​

• Dividend History: The bank has a long history of dividend payments, reflecting its financial stability. ​Savings Grove

These companies represent a cross-section of Canada's diverse economy and have been recognized for their strong fundamentals and growth prospects. However, it's essential to conduct thorough research and consider your individual investment goals and risk tolerance before making any investment

We asked noted Ai, ChatGPT, what the consequences of Trumps Project 2025, would have on America. This article is written by ChatGPT!

 

Project 2025, also known as the Presidential Transition Project, is an initiative led by the Heritage Foundation and supported by over 100 conservative organizations. Its primary goal is to prepare for a potential conservative administration starting in January 2025. The project focuses on developing a comprehensive policy agenda, training personnel, and creating a detailed 180-day playbook for implementing conservative policies across the federal government.

Key objectives of Project 2025 include:

1. Restructuring the Federal Government: This involves reclassifying many federal civil service positions to political appointees, thereby allowing a new administration to replace current employees with individuals aligned with conservative values. The project aims to reduce the size of the administrative state and increase executive power.

2. Policy Changes: Project 2025 proposes significant changes across various sectors. This includes cutting environmental and climate change regulations, dismantling the Department of Education, reducing funding for social programs, and eliminating certain civil rights protections. The project also seeks to implement tax cuts, enhance fossil fuel production, and reduce government intervention in the economy.

3. Social Policies: The initiative emphasizes restoring traditional family values, limiting reproductive rights, and promoting Christian principles in government. It aims to restrict access to abortion and emergency contraception, criminalize pornography, and reduce support for LGBTQ+ rights.

Critics argue that Project 2025 represents an authoritarian and Christian nationalist vision that could undermine democratic institutions, civil liberties, and the separation of powers. They express concerns that the project could lead to increased discrimination, reduced social safety nets, and environmental degradation.

 it could have significant effects on markets and investments across various sectors. Here are some key potential impacts:

1. Energy Sector

• Positive Impact on Fossil Fuels: The project's emphasis on reducing environmental regulations and promoting fossil fuel production could benefit oil, gas, and coal industries. This could lead to increased investment in these sectors due to expected higher profitability and fewer regulatory hurdles.
• Negative Impact on Renewables: Conversely, the reduction in climate change regulations and support for renewable energy sources could negatively impact investments in solar, wind, and other clean energy technologies.

2. Healthcare Sector

• Pharmaceuticals: By stopping efforts to lower prescription drug prices, pharmaceutical companies might see higher revenues, potentially attracting more investments.
• Reproductive Health: Restrictions on reproductive health services, including abortion and emergency contraception, could affect companies in these markets, potentially leading to reduced investment in women's health services.

3. Technology and Communications

• Deregulation: The plan to take partisan control of agencies like the Federal Communications Commission (FCC) might lead to deregulation efforts that could benefit large tech and telecom companies by reducing compliance costs and fostering a more business-friendly environment.

4. Financial Markets

• Tax Cuts: Proposed tax cuts could boost corporate profits, leading to increased stock prices and greater investment in the stock market. However, this could also increase the federal deficit, which might impact long-term economic stability.
• Regulatory Changes: Dismantling parts of the administrative state and reducing financial regulations could create a more favorable environment for businesses, potentially boosting market confidence and investments.

5. Education Sector

• Reduced Funding: The proposal to abolish the Department of Education and cut funding for programs like Head Start could negatively affect companies that rely on federal education funding, such as educational technology firms and service providers.
• Private Education: There could be an increased focus on private education and school choice, potentially benefiting companies and investors involved in private education and related services.

6. Social Safety Nets

• Cutting Social Programs: Reducing or eliminating social safety net programs could lead to decreased consumer spending power, especially among low-income populations. This might negatively impact sectors that rely heavily on consumer spending, such as retail and consumer goods.

7. Environmental and Social Governance (ESG) Investments

• ESG Challenges: The project’s stance on climate change and civil rights could deter ESG-focused investors, leading to potential divestments from companies that align closely with Project 2025's policies.

8. Overall Economic Impact

• Short-Term Gains vs. Long-Term Risks: While certain deregulation and tax cut measures could boost market performance and investments in the short term, long-term risks include increased federal deficits, potential social unrest due to reduced social services, and environmental degradation, which could affect long-term economic stability and investor confidence.

Sources

• Project 2025 Overview
• Democracy Docket Analysis
• Democracy Forward Guide
• 
  
• Here are five probable negative consequences of the initiative:

  1. Erosion of Democratic Norms: Project 2025 includes plans that could undermine democratic institutions and norms. This involves targeting political opponents, controlling the Justice Department, and potentially using the military against demonstrations. Such actions pose a serious threat to the independence of government institutions and the rule of law​ (Democracy Docket)​​ (NECC Observer)​.

  2. Reduction in Workers' Rights and Protections: The project aims to roll back various labor protections, including overtime pay and minimum wage standards. It seeks to allow more workers to be classified as independent contractors, which would reduce their benefits and protections. Additionally, young workers might be allowed to work in more dangerous jobs, increasing risks and potentially reducing safety standards​ (Truthout)​​ (Democracy Forward)​.

  3. Rollback of Civil Rights Protections: Project 2025 could lead to significant rollbacks in civil rights protections, particularly for LGBTQ+ individuals. This includes rescinding non-discrimination regulations based on sexual orientation and gender identity, which would negatively impact the rights and freedoms of these communities​ (NECC Observer)​.

  4. Cuts to Social Services and Education Programs: The plan includes efforts to cut or eliminate critical social programs such as the Head Start early education program and food assistance initiatives. These cuts would adversely affect millions of low-income families and children who rely on these services​ (Democracy Forward)​.

  5. Negative Impact on Climate Policy: Project 2025 advocates for dismantling climate initiatives and removing regulations that support clean energy transitions. This includes efforts to halt climate-related programs and funding, which would impede progress on addressing climate change and could lead to increased environmental degradation​ (Covering Climate Now)​.

  These potential impacts highlight the significant and far-reaching consequences of Project 2025, raising concerns about the future direction of U.S. policies and their effects on various communities and democratic principles.

Project 2025 could fundamentally alter the fabric of American society, potentially increasing inequality, reducing rights and protections for vulnerable populations, and destabilizing democratic governance.