MAY 2025: From Trade War to Treasure – 2 Trades to Ride the Rare Earth Revival

My working theory is that it was a palace coup.

Secretary of Commerce Howard Lutnick and White House trade advisor Peter Navarro were the main architects of the “Liberation Day” tariffs.

They’ve consistently backed President Donald Trump’s high-tariff trade regime. So, they were the natural fall guys if things went sideways.

Things definitely went sideways.