Back in July, the Pentagon invested $400 million in MP Materials (NYSE: MP) to jumpstart American rare earth production.

This set off a sustained bull run in MP shares, which Paradigm Press editors James Altucher and Enrique Abeyta had already positioned their readers for.

MP stock soared from around $21 at the beginning of June to $69.16 as of 9/18/2025.

Why MP? It owns the largest American rare earth mine. The company is also building the capability to separate and refine these elements to create powerful magnets.

A majority of modern technology depends on rare earths and other critical minerals.

Cars, missiles, smart phones, radars, computers. Just about every high-tech product you can imagine.

Unfortunately, China still dominates in rare earth mining, separation, and manufacturing. They also have a lead in critical minerals such as gallium, germanium, and antimony.

So the bad news is that American and European companies are being starved of these critical elements due to China’s stranglehold on the sector.

The good news is that the Pentagon’s $400 million investment in MP was just a warmup.

Your Rundown for Friday, September 19, 2025...

The Next $5 Billion

Mining.com reports that the U.S. government is in discussions to create a new $5 billion investment fund with investment firm Orion Resource Partners.

The proposed deal would create a new $5 billion fund to invest in rare earth and other critical mineral projects.

This proposed fund would be more than 12x the size of the MP Materials investment. And it’s almost certainly just one of many initiatives.

The American government may need to end up spending $100 billion or more to get America’s critical mineral sector up to speed.

The Trump administration will need to make direct investments, help with permitting, and even guarantee prices for rare earth materials (as they did in the MP deal).

America is playing catch-up and the clock is ticking.

More Than Just Rare Earths

Rare earths are a group of 17 unique metals. They are critical ingredients for creating the powerful magnets needed for electric motors, actuators, and much more.

This will undoubtedly be a cornerstone of American investment going forward.

But it goes beyond just rare earths. Copper, lithium, tungsten, antimony, gallium, and even silver will also be on the agenda.

The entire U.S. mining sector is likely to get a boost, in the form of capital, ease of doing business (permitting), and access to government-owned land.

It fits right into Jim Rickards’ American Birthright thesis. Our country is set to take back our rightful place as a leading producer of minerals, metals, and other critical materials.

We have become far too reliant on foreign countries, especially China, to meet our material needs. The ongoing trade war with China provided the spark required to change that.

Ending our dependence on China is clearly a top priority of President Trump.

Natural resource investors should have plenty of opportunities to benefit from this mega-trend.

It’s just getting started.

Stay tuned…

[I’m one of the few individuals with direct access to Jim Rickards. And you won’t believe what he just told me…

After working with Jim for over a decade, I’ve seen his biggest predictions, presentations and gains. But I’ve never seen a claim like this.

Jim just identified three U.S. companies he believes could deliver up to 4,800% returns by next year — thanks to a unique advantage in the rare earths industry.

Not long after, the Trump administration floated the creation of a Critical Mineral investment fund. This is NOT a coincidence.

As a former White House, Pentagon and CIA advisor, Jim has an inside track on government dealings — and knows how to profit from them.

That’s why I urge you to watch this video on his latest prediction.]

Market Rundown for Friday, September 19, 2025

S&P 500 futures are up 0.15% to 6,700.

Oil is down 0.45% to $63.25 for a barrel of WTI.

Gold’s slightly in the green at $3,680 per ounce.

Bitcoin’s down 1% to $116,195.