Nick and Jack

Well, the risque holiday of 420 was ripe for the taking. So Twinkies is biting into it. Because they will break the laws of physics to stick cream in whatever it is they haven't stuck cream into. So Jack, not going to sugarcoat it, what's the takeaway for our buddies over at Twinkies? We're living in the PG-13 economy.

Yetis, in 2021 and 2022, PG-13 movies took a record 60% share of the box office. Big deal. It reflects a shift in what Americans are looking for. It does, beyond the movies. PG-13, it's that adolescent rating that's not for little kids, but it's not aggressively adult either. And for 106 years, Twinkies was focused on PG.

Yetis, in 2021 and 2022, PG-13 movies took a record 60% share of the box office. Big deal. It reflects a shift in what Americans are looking for. It does, beyond the movies. PG-13, it's that adolescent rating that's not for little kids, but it's not aggressively adult either. And for 106 years, Twinkies was focused on PG.

Yetis, in 2021 and 2022, PG-13 movies took a record 60% share of the box office. Big deal. It reflects a shift in what Americans are looking for. It does, beyond the movies. PG-13, it's that adolescent rating that's not for little kids, but it's not aggressively adult either. And for 106 years, Twinkies was focused on PG.

They were a family-friendly, wholesome dessert that was going after children and their parents. But since this big smuckers deal, Twinkies is pivoting 180 degrees to focus on weed-smoking teens. As pot has legalized across America's states, the culture has shifted from PG to PG-13. More broadly, America is now a PG-13 economy.

They were a family-friendly, wholesome dessert that was going after children and their parents. But since this big smuckers deal, Twinkies is pivoting 180 degrees to focus on weed-smoking teens. As pot has legalized across America's states, the culture has shifted from PG to PG-13. More broadly, America is now a PG-13 economy.

They were a family-friendly, wholesome dessert that was going after children and their parents. But since this big smuckers deal, Twinkies is pivoting 180 degrees to focus on weed-smoking teens. As pot has legalized across America's states, the culture has shifted from PG to PG-13. More broadly, America is now a PG-13 economy.

For our second story, since Sunday, China has not sent a single shipment of rare earth metals or super magnets to the United States. And if that doesn't concern you, it absolutely should. It's a huge deal. Because China has all the rare earth metals, and without them, nothing works. And we will connect this to an acupuncture needle. Stick with us, Yetis.

For our second story, since Sunday, China has not sent a single shipment of rare earth metals or super magnets to the United States. And if that doesn't concern you, it absolutely should. It's a huge deal. Because China has all the rare earth metals, and without them, nothing works. And we will connect this to an acupuncture needle. Stick with us, Yetis.

For our second story, since Sunday, China has not sent a single shipment of rare earth metals or super magnets to the United States. And if that doesn't concern you, it absolutely should. It's a huge deal. Because China has all the rare earth metals, and without them, nothing works. And we will connect this to an acupuncture needle. Stick with us, Yetis.

But in order to tell this story, Jack and I want to travel back 15 years ago, when China and Japan had a territorial dispute. In 2010, the two countries were arguing about who controlled the waters between them. To win that argument, China cut off sales of its rare earth metals to the country of Japan.

But in order to tell this story, Jack and I want to travel back 15 years ago, when China and Japan had a territorial dispute. In 2010, the two countries were arguing about who controlled the waters between them. To win that argument, China cut off sales of its rare earth metals to the country of Japan.

But in order to tell this story, Jack and I want to travel back 15 years ago, when China and Japan had a territorial dispute. In 2010, the two countries were arguing about who controlled the waters between them. To win that argument, China cut off sales of its rare earth metals to the country of Japan.

And according to the New York Times, that one move by China was devastating to the Japanese economy. Because rare earth metals are critical to our most advanced physical goods. Key word here, rare. Even more valuable than rare earth metals are the super magnets that can only be made with rare earth metals. These things are 15 times more powerful than your regular magnets out there.

And according to the New York Times, that one move by China was devastating to the Japanese economy. Because rare earth metals are critical to our most advanced physical goods. Key word here, rare. Even more valuable than rare earth metals are the super magnets that can only be made with rare earth metals. These things are 15 times more powerful than your regular magnets out there.

And according to the New York Times, that one move by China was devastating to the Japanese economy. Because rare earth metals are critical to our most advanced physical goods. Key word here, rare. Even more valuable than rare earth metals are the super magnets that can only be made with rare earth metals. These things are 15 times more powerful than your regular magnets out there.

And they're pretty much in everything these days, Jack. They're used in cars, drones, wind turbines, missiles. Any advanced electrical product requires these super magnets. These rare earth metals are like the VIPs of the periodic table of elements, right? Like, scandium is the George Clooney of the minerals. And here's the issue. China has a rare earth metal monopoly. That's right.

And they're pretty much in everything these days, Jack. They're used in cars, drones, wind turbines, missiles. Any advanced electrical product requires these super magnets. These rare earth metals are like the VIPs of the periodic table of elements, right? Like, scandium is the George Clooney of the minerals. And here's the issue. China has a rare earth metal monopoly. That's right.

And they're pretty much in everything these days, Jack. They're used in cars, drones, wind turbines, missiles. Any advanced electrical product requires these super magnets. These rare earth metals are like the VIPs of the periodic table of elements, right? Like, scandium is the George Clooney of the minerals. And here's the issue. China has a rare earth metal monopoly. That's right.

60% of rare earth metals are mined in China, and 90% of super magnets come from China. Now, China eventually ended their dispute, and they removed their rare earth metal blockade on Japan. But then Japan went into Code Red. They found alternative sources for these critical minerals, including buying mines over in Australia. But how about the United States?