Ryan Stancil,
Editor
July 11, 2025
I think it’s safe to say that Trump’s approach to diplomacy and trade carry all the subtlety of a punch to the face.
We’ve seen it time and again with him applying tariffs to goods coming from other countries. He speaks, the markets respond, chaos ensues.
It happened back in April with his Liberation Day tariffs and the subsequent fall almost across the board. In the time between when that was implemented and when it was walked back, plenty of investors had been liberated from portions of their wealth.
Things have since recovered but that was a sobering reminder that the words and whims of one man’s fickle nature can ripple out market-wide and affect anyone who participates.
It’s a lesson that we see a lot with the presidency and will likely keep seeing for the rest of its run.
Just look at what happened this week.
On Wednesday, Trump announced a 50% tariff on copper that would begin on August 1.
And just like that, copper jumped in price. It started the week at just over $5 per pound and, as of the time of this writing, sits comfortably at $5.63.
Like many of his Liberation Day tariffs, his reasoning is that this will be a boon for domestic manufacturing and production. Investors especially took notice because copper is key to things like renewable energy technology and semiconductors, among other things.
We’ve been relying on foreign sources for the metal for decades and this move would lead to a more secure supply chain.
Some of the bigger names in the space are already seeing the benefits of Trump’s declaration. Freeport-McMoRan and Southern Copper, two of the biggest names in the space, have seen their share price rise since Trump’s announced the tariffs.
With AI data centers popping up and copper supply dwindling, this is likely only the start of their fortunes and those of anyone who invests.
Nick and Gerardo have been working on a private placement in a company that has the backing of some of the biggest investors in the sector. Names like Rick Rule and Jeff Phillips. It’s a deal that’s only open for a few more days. If you want to get in on that, click here to learn the details.
We’re seeing a similar America-first story unfold in rare earths.
Just yesterday, it was revealed that the Defense Department would become the largest stakeholder in a company called MP Materials. MP owns the only operational rare earths mine in the US.
When the story broke, the company’s stock ran from $30 per share to just over $45 per share. How many companies can truly say they jumped 50% in one day?
The government has a particular interest in what MP pulls out of the ground because these minerals are essential to military weapons systems and vehicles.
Like copper, we’ve relied on foreign countries for these materials, especially China. China has used those same materials as leverage in trade negotiations, so it makes sense that the government prioritized sourcing them domestically.
It’s entirely possible that the story of MP Materials will go down as one of the biggest investment stories of the year. Yet, it’s hardly the only domestic rare earths company set to make a big profits as the country secures its own supply.
Nick has two more for you in the pages of Hodge Family Office. Like MP, one of these companies has the backing of the government. The other is recycling magnet scrap to repurpose the rare earths inside and help break our reliance on what China provides.
Learn more about these companies and how you can profit from them by clicking here.
Keep your eyes open,
Ryan Stancil
Editor, Daily Profit Cycle