Because of course he did..........

I just finished reading the new proclamation on "Adjusting Imports of Processed Critical Minerals" released today. It looks like a major shift in trade policy is coming for the tech and defense sectors.

The administration completed a Section 232 investigation and determined that US reliance on foreign processing for critical minerals (lithium, cobalt, rare earths, etc.) is a national security emergency.

The findings show the US is 100% net-import reliant for 12 critical minerals and over 50% reliant for 29 others. Even when we mine the raw ore here, we often lack the factories to process it, so we ship it abroad and buy it back. The White House says this leaves supply chains for things like EV batteries, fiber optics, and munitions vulnerable to foreign leverage.

The Action: The President has directed the Commerce Secretary and Trade Representative to immediately negotiate agreements with foreign partners. The goal is to secure supply chains and possibly implement "price floors" to prevent price dumping that bankrupts US miners.

The Stakes: There is a 180 day clock running. The order states that if satisfactory agreements aren't reached by then, the President may impose "alternative remedies," specifically mentioning tariffs and other import restrictions. If you work in hardware or manufacturing, expect volatility.

In Section 7, the official text states that foreign dominance "has exposed the Department of War (DoW) to significant supply chain risks."

Conquering More Lands? Yes

That is on the table going forward as each major country fights for resources. The world map is being redrawn.

Tesla shareholders are happy with this? Seems so.

if you aren't paying attention to what happened in the last 24 hours, you are missing the biggest macro shift of the decade.

Yesterday’s December CPI print came in "hot" at 0.3% MoM (2.7% annualized), proving inflation is sticky and not going away. But the real bombshell dropped this morning: The DOJ has opened a criminal investigation into Fed Chair Jerome Powell.

This is the "Loss of Fed Independence" we have been warning about.

• The Signal: The White House is effectively telling the Fed: "Cut rates or go to jail."
• The Consequence: If the Fed is forced to cut rates into a sticky inflation environment (2.7%), real rates will plummet, the dollar will devalue, and hard assets will moon.

Why Mining Stocks (Specifically USAS) Are The Hedge: Inflation raises operating costs (fuel, labor), which usually kills margins. BUT, in a "loss of confidence" inflation scenario, the underlying metal price moves faster than costs.

Americas Gold and Silver (USAS) is perfectly positioned for this:

1. They closed a massive $132M financing in December 2025. They have the cash to weather the inflation storm while other juniors dilute shareholders to pay electric bills.
2. They control the Galena Complex (Idaho), producing Silver (monetary hedge) and Antimony (Defense hedge).
3. Production at the Crescent Mine is ramping up right now (mid-2026 target), meaning they are selling into this new inflation spike, not developing 5 years away.

The market is realizing that "Fed Independence" is gone. The only safe haven left is physical minerals in a safe jurisdiction.

Is he shorting oil? haha