This week, we start with a guest: Ryan Sistad, the Executive Director of Better in Our Back Yard. Ryan and I discuss the many positive signs–including some early Executive Orders among the avalanche of those from President Trump in his first few days–of better days for America’s mining, critical metals and energy industries and companies. There’s still a lot to do: and some areas that have yet to even be addressed. But at least for now, the positive tone suggests more policy support for these industries than we have seen in decades! LEARN MORE about Better in our Back Yard: Its web site — https://betterinourbackyard.com/ LinkedIn (its most-used social media presence) — / betterinourbackyard Our coverage of BIOBY at StrategicMPR — https://strategicmpr.com/our-causes The National Investor — https://www.nationalinvestor.com/ _____________________________________________________ Following my visit with Ryan, I dive into some of the early highlights (LOTS of them!) of the first days of Trump 2.0. As one quipped, “We’ve gone from Droopy the Dog to Sonic the Hedgehog.” And we can expect more of this pace to pick up as a LOT of idiocy is being unraveled and some positive measures put in place by President Trump. Yet some added reality is set to hit the Trump agenda this coming week, when the Federal Reserve does NOT lower interest rates further as it has at its previous three meetings. That will cause some fireworks politically; and likely on Wall Street as well. I discuss the rate outlook…the dollar’s correction of recent days…stocks…and gold. I also explain anew why “the math” simply does not support the president’s “demands” that interest rates and oil prices come down substantially. I also talk about the VERY disparate tariff battles (or threats thereof) between Trump and our top three trading partners: China, Canada and Mexico. I spend the most time on Canada: from the provincial election in Ontario coming up late next month to a looming federal election likely around midyear, give or take a bit.
