Rare Earths, Rate Cuts, and Shadow Power: Mark’s Take on America’s Crossroads

Mark Tepper joins Mornings with Maria to unpack escalating tensions with China, exposing the risks behind Beijing’s rare earth trade tactics, including demands for sensitive business data. He calls out the coordinated efforts weakening U.S. energy independence and warns about America’s growing dependence on China through green policy initiatives. Mark raises serious questions about leadership transparency, suggesting unelected influences may have guided key decisions under Biden. The segment closes with commentary on potential rate cuts, the debt ceiling crisis, and Tepper’s signature blend of humor as he recaps the congressional baseball game.

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Handshake with China: Rare Earths, Espionage, and Economic Risks

Mark Tepper joins The Will Cain Show to unpack the temporary six-month trade deal with China and its wider economic implications. He explains why rare earth mineral exports may offer short-term relief but raise long-term concerns, especially with continued access for Chinese students at U.S. universities. Mark warns of intellectual property theft and the strategic disadvantage created when research developed in America benefits the CCP. He also highlights how U.S. manufacturers are pursuing “ABC” strategies — Anywhere But China — as they reroute supply chains in search of more stable growth opportunities.

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China Trade Deal, GLP-1 Shockwaves, and Stock Picks That Matter

Mark Tepper joins Varney & Co. to break down the partial China trade deal and why it may finally bring clarity to U.S. manufacturers pivoting supply chains away from Beijing. He warns investors to look beyond Big Pharma when it comes to GLP-1 weight loss drugs, highlighting how consumer brands like Starbucks and PepsiCo could see major long-term impact. Mark also shares two of his favorite stock ideas: an energy infrastructure ETF riding the AI power demand wave, and Oracle, as an undervalued cloud play with surprising upside potential. This segment connects geopolitics, consumer behavior shifts, and long-term investment strategy.

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Debt Dangers, Campus Chaos, and the China Threat

Mark Tepper joins Mornings with Maria for a powerful discussion on national security, economic uncertainty, and cultural tensions. He reacts to the Trump administration’s crackdown on anti-American activity at Ivy League schools, the risks of foreign student funding, and the massive influence of countries like China and Qatar on U.S. universities. Mark also addresses the looming fiscal crisis tied to national debt and interest rate pressure, emphasizing how rising costs could force austerity. The segment wraps with a warning about Chinese infiltration, biotech threats, and why corporate America must disentangle from the CCP to protect the future of the nation.

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