Jimmy Mengel,
Director of Customer Experience
Aug. 1, 2025
While driving my Jeep Wrangler late one evening, my car was filled with the following cargo: two children, three bags of groceries, a cello and one big black bunny rabbit.
All was well and we were laughing together and looking forward to a nice home cooked meal. What we got instead was a very-not-nice freeway cooked Jeep.
Upon getting onto a long stretch of the four-lane Route 1 here in Maryland, the children and I – and assumedly the bunny – began to smell a clear burning stench coming from the car. The check engine light started flashing violently..
“That’s not good”, I nervously joked while pulling over into the frighteningly narrow shoulder. I put on my emergency lights, got my children and the bunny out of harm’s way and popped the hood.
It wasn’t good. Not only did the engine reek of an electrical fire, but the clutch was also smoking.
That Jeep wasn’t going any further.
After towing it to my mechanic I was given pretty much the worst news possible: I’d need a brand new engine and clutch. I’ll save you the rest of the gruesome details, but after dumping thousands of dollars to resuscitate the vehicle it was clear that the patient was very sick and needed to be put down.
Enter Carvana…
Profits That Come to You
In order to sell my ailing Jeep, I turned to Arizona based company Carvana (NYSE: CVNA). It is easily the simplest way to sell your old car – and buy a new one. The way it works is you submit all of your car’s details, they give you an immediate quote (which was far better than local dealers or CarMax offered) and they actually come out to your house, test drive your car and write you a check on the spot.
It’s a brilliantly simple and convenient approach. You also aren’t forced with the ordeal of doing the tango with a sleazy, slicked back used car dealer.
Carvana is so customer focused that they have easily become the go to company for used car sales.
Just have a look at the stocks one year chart:
That’s a 194.30% gain in the past year. As I write this, Carvana is up over 18% today alone.
Carvana has a market cap of $45.96 Billion – making them the world's 488th most valuable company and one of the youngest in the Fortune 500.
According to its most recent second quarter report, the company sold more than 143,280 which is up 41% from the same period last year. Their revenue also climbed by more than 40% to $4.84 billion, the highest in the company's history.
There’s one main reason those numbers are so good: Trump’s tariffs.
When the President announced auto tariffs in March, there was a massive influx in buying used cars ahead of possible price hikes on new vehicles once the tariffs took effect. Poor saps like me stuck without a car are paying sky high prices for used cars – and with painful pleasure.
The fact is new cars are averaging $50,000 a pop, and sporting $1,000 a month payments. For most of us that is financially driving yourself into the ground. Going used beats that alternative by a country mile.
I’m still shopping for my Jeep replacement, starting with Carvana.
I think Carvana is a rather safe investment for the foreseeable future. But there is a much more lucrative play on the Trump trade wars.
Trump Tariff’s Set Off Rare Earth Boom
While tariffs on aluminum, steel and copper do slap automakers with billions in new costs, the elephant in the room is rare earth elements.
China’s almost complete control of rare earth elements, which are critical not only for EV’s but all automobiles – from electric motors, sensors, and various other parts. In April, China imposed export restrictions on seven specific rare earth elements (samarium, gadolinium, terbium, dysprosium, lutetium, scandium, and yttrium) and magnets used in various sectors, including defense, energy, and automotive.
Without access to China’s rare earth elements, the U.S. is desperately going to need to find supplies elsewhere. The best case scenario while this trade war keeps raging is to mine rare earths right here in the U.S.
Thankfully our own Nick Hodge has just identified two such companies in his urgent new report “Red Alert: Cashing In on the New Rare Earths Cold War.”
The first American miner is now the only American company capable of producing six of the rare earth oxides just restricted by China — and they’re scaling to full commercial capacity.
The second American mining pick is solving the final piece of the puzzle: the recycling and reuse of rare earth magnets. This is a much bigger deal than you might think. It’s extremely hard to pull these minerals out of the ground, and that’s why they’re considered “rare.”
And there just aren’t any simple mining solutions out there that can keep up with demand — and certainly not in a crisis such as this. That’s why this recycling program is so crucial.
These two companies could make Carvana’s triple digit gains look like an old jalopy. Nick has uncovered rare earth companies in the past with mind-blowing returns like 3,900% on Rare Element Resources and 7,042% on Quest Rare Minerals.
You can get immediate access to the full report and the ticker symbols for these booming companies right here.
Godspeed,
Jimmy Mengel
Director of Customer Experience, Daily Profit Cycle