Weekly Recap
Rare Earth Squeeze Hits Automakers, AXCAP Ventures ('Experts Roundtable' Conversation), Israel–Iran War, Disturbing Rise of Palantir, U.S. Involvement in Israel's Iran Strikes Exposed by... Pizzas
The Rare Earth Crunch Has Begun
Amid all the Musk and Trump drama, here’s something you might’ve missed:
- Ford halted production of its Explorer SUV in Chicago for a week in May.
- Suzuki suspended production of the Swift—its popular subcompact car—on May 26.
GM, Toyota, Volkswagen, Hyundai, and others warned that full factory shutdowns “could be needed."
AXCAP Ventures (AXCP.CN / OTC: GARLF)
In this episode of Doug Casey's Experts Roundtable, Mario and Blake from AXCAP Ventures discuss their unique approach to acquiring and developing underappreciated gold assets.
The Rare Earth Crisis Is Real—And the Market Knows It
This week I told you how the U.S.—and frankly, much of the developed world—is scrambling for rare earth supply after China tightened export restrictions. Automakers across the U.S., Europe, Japan, an…
War in Iran and What's Coming This Weekend...
In today's episode of Doug Casey's Take, Doug and I discuss the unfolding conflict between Israel and Iran, a scenario Doug ominously predicted just weeks ago. Doug wastes no time framing the situati…
When the Pentagon Orders Pizza, Pay Attention
Around 9:55 PM ET on Thursday, June 12, 2025, Israel launched a major strike on Iran’s nuclear and military infrastructure. Explosions hit Isfahan, Natanz, and other key sites. The damage was huge: o…