Market Watch: The Week Ahead

Dear Reader, Take a close look at this... What you’re seeing shouldn't exist.  The New York Times says it: “Powers the world’s tech.”  Business Insider deems it: “A crucial material to make chips that power everything from smartphones to data centers.”  And The New Yorker warns that: “Without it, the global economy might well unravel.”   So, what is it?  It's a material critical to every technology on the planet—every AI application, every smartphone, every computer system.  And America controls over 80% of the world's supply.  Not China. Not Russia. Not Taiwan.  It all comes from one tiny North Carolina town.  And on January 19th, Trump is expected to ban exports of this material.  When he does, every tech company on Earth will be forced to build on American soil.  Apple, NVIDIA, and Amazon have already pledged over $2 trillion in new American facilities.  A handful of little-known companies are positioned to capture the biggest gains.  You have the rare opportunity to get in on the ground floor.  See the full story here. Six months from now, you'll be glad you did. Adam O'Dell Chief Investment Strategist, Moneyball Economics (c) 2025 Money & Markets. All Rights Reserved. Protected by copyright laws of the United States and international treaties. This Newsletter may only be used pursuant to the subscription agreement. Any reproduction, copying, or redistribution, (electronic or otherwise) in whole or in part, is strictly prohibited without the express written permission of Money & Markets. 702 Cathedral Street, Baltimore, MD 21201. (TEL: 800-684-8471) Legal Notice The mailbox associated with this email address is not monitored, so please do not reply. However, your feedback is very important to us so if you would like to contact us, please click here. Remove your email from this list: Click here to Unsubscribe Reference number: 000122325764