Gerardo Del Real,
Editor
Aug. 27, 2025
It’s a Trump economy.
Like it or not, the sandbox I exclusively play in, the junior resource space, is being profoundly affected by the policies coming out of Washington.
The simple version is this administration is determined to have a Fed and Fed governors that want what it wants: a lower dollar and more debt.
Ironically enough, it’s the debt that has forced the administration to beg for lower rates as $9 trillion of short-term debt is maturing.
The response has been a Big Beautiful Bill that ensures we continue to kick the debt-can down the road until there is no more road left.
The lower dollar policy comes at a time where Japanese yields just touched an all-time high. That’s a long time. It also comes at a time of great geopolitical turbulence with wars and assaults on freedom seemingly happening in every corner of the world.
The wars aren’t just the kind fought with missiles and ammunition… there’s also a war for resources being fought around the globe.
China has been at this for decades and has stepped up its presence around the globe with its Belt and Road initiative launched in 2013. The trillion dollar infrastructure program has been methodical in forging alliances to further isolate the United States.
Colombia is a recent example. Colombian president Gustavo Petro announced on May 14, 2025:
“We have entered ... the [New] Silk Road,” the nickname for the Belt and Road Initiative (BRI), China’s trillion-dollar infrastructure project. He added that this initiative “changes the history of our foreign relations.”
According to Petro, the aim of joining the BRI is, in the short-term, “to end the trade deficit with China, which amounts to 14 billion dollars a year. In the medium term, I want Colombia and Latin America to be able not only to build interoceanic infrastructure, but also to be an arrival point for submarine optical fibers from China and Europe, to become a central node for artificial intelligence.”
The interoceanic infrastructure Petro is referring to is a rail network that would link the Pacific Ocean and the Caribbean Sea/Atlantic Ocean.
The US wants the Panama Canal; China wants an alternative.
The US Bureau of Western Hemisphere Affairs responded by saying, “The U.S. will strongly oppose recent projects and upcoming disbursements by the Inter-American Development Bank [IDB] and other IFIs [international financial institutions] to Chinese-controlled and state-owned enterprises in Colombia.”
Here at home, the administration has countered by wisely accelerating timelines on permits for critical metals. Critical metals that now include copper, rare earths, and uranium — among others.
Just a few weeks ago, the Department of Energy (DOE) announced its intent to issue notices of funding opportunities (NOFOs) totaling nearly $1 billion to support enhancing and expanding technologies for mining, processing, and manufacturing at crucial points in the supply chains of critical minerals and materials.
This announcement follows the Unleashing American Energy executive order issued in January 2025.
The government went on to state that DOE’s NOFOs are intended to support the establishment of a more reliable, stable, and cost-effective supply of critical minerals and materials, which the agency considers fundamental for maintaining America’s energy dominance, safeguarding US national security, and boosting US industrial competitiveness.
I couldn’t agree more. The next several years will see an acceleration of a resource war that will continue to nationalize more and more of the critical metals we need to make the stuff we need.
I’ve been writing about this for years. I’ve also been making sure to profit from it.
12 of the last 16 public companies we’ve financed via private placement have doubled.
Right now, we have 48 private placements (some are multiple positions in the same company). The average return among those open positions is 187%. Killing it.
Many of those financings came during bear markets that drove a lot of people out of the business.
Among those was Patriot Battery Metals, of which our multiple positions are up 1,400% to 2,300%. That position has run to gains of as much as 10,000%.
I’m not telling you any of this to brag. I'm sharing this with you because if you’re an accredited investor I want to invite you to profit from our deal flow.
Our next private placement at Private Placement Intel is open now.
You can join today to participate. It’s a deal I’m extremely excited about and one I’m personally writing a substantial check for. It will be open through September 10th but will fill quickly.
I hope you’ll join us in what’s setting up to be a spectacular bull run.
Let’s get it!
Gerardo Del Real
Editor, Daily Profit Cycle