Independent thinking for complex markets and current events
by Michael We are about to witness a very rare sight in the heavens. A “planetary parade” involving at least 6 planets is quite rare. In fact, normally there are at least a couple of decades between such events. But as the threat of a major war in the Middle East looms, we will get …
Folks piling in over a month ago, someone always knows 👀 https://t.co/sM5fpaIW69 — Financhle (@Financhle) January 25, 2026 The Trump administration is taking a 10% stake in USA Rare Earth as part of a $1.6 billion debt-and-equity investment package aimed at helping the company develop a domestic mine and magnet facility, two sources familiar with …
How Greenland’s Rare Earth Reserves Compare to the Rest of the World byu/RobertBartus inEconomyCharts
There’s nowhere else to park cash with bonds broken, crypto unstable, Japan hiking, and China already heated. Metals aren’t just a trade, they’re the last real safe harbor left before the next wave hits. BofA's contrarian sell signal got triggered Since 2002, 16 sell signals have been followed by a median 2.7% decline in global …
KJ Muldoon, a 10-month-old baby who sparked nationwide headlines after receiving a first-of-its kind gene-editing treatment, was released from the hospital this week. KJ has spent the majority of his life at Children’s Hospital of Philadelphia after being diagnosed with a one-in-a-million, deadly genetic disease shortly after birth. Working quickly, his doctors were able to …
by Martin Armstrong Over 90% of rare earth global production occurs in China. The materials are needed for absolutely everything, namely the production of military equipment, which is why China has imposed new restrictions to prevent the United States from military expansion. China is preparing to implement a “validated end-user” (VEU) system to forbid any …
BREAKING: ENORMOUS victory as the 70% of rare earths we get from China will PLUMMET to 0% by the end of President Trump’s term – through domestic production and American jobs. This is HUGE! Department of War has created a $400 MILLION partnership for rare earths to END reliance on China. “We will be able …
American taxpayer funds have supported research at a leading Chinese Communist Party-owned laboratory central to Beijing’s push to monopolize control over rare earths. The State Key Laboratory of Rare Earth Materials Chemistry and Applications (SKL-REMCA) at Peking University is one of the regime’s most important arms of its scientific apparatus and has been central to …
And the simple reason why China dominates rare earth refining: it is big enough to store all the toxic byproducts. The world's largest REE mine, Bayan-Obo has produced over 70,000 tons of radioactive thorium stored in the area. But, the tailing pond lacks proper lining. As a… pic.twitter.com/MnhBPTKm73 — zerohedge (@zerohedge) November 4, 2025 https://twitter.com/remedyrac/status/1985594742378258646 …
TOKYO: US President Donald Trump lavished praise on Japan’s first female leader Sanae Takaichi in Tokyo on Tuesday (Oct 28), welcoming her pledge to accelerate a military buildup and signing deals on trade and rare earths. Both governments released a list of projects in the areas of energy, artificial intelligence and critical minerals in which …
Rare-Earths Stocks Fall. This U.S. Company Has a Plan to Cut China Dependence. https://t.co/0rIU2NfC1y — Barron's (@barronsonline) October 28, 2025 TORONTO, ON / ACCESS Newswire / October 24, 2025 / Aclara Resources Inc. (“Aclara” or “Company”) (TSX:ARA) is pleased to announce its decision to construct the first heavy rare earths (HREE) separation facility in the United States, located …
The agreement between the U.S. and Australia to partner on developing supplies of rare earths and critical minerals amid trade tensions with China, the world’s leading supplier, prompted a response from the Chinese government. The U.S.-Australia deal was signed by President Donald Trump and Australian Prime Minister Anthony Albanese on Monday at the White House …
President Trump announces a new deal with Australia on critical and rare earth minerals: "In about a year from now, we'll have so much critical mineral and rare earths that you won't know what to do with them—they'll be worth about 2 dollars." pic.twitter.com/7jqf0yvmsC — Trump War Room (@TrumpWarRoom) October 20, 2025 President Trump and …
Trump’s 100% tariffs are counting down to launch! Beijing’s rare-earth gambit backfires, prompting an emergency downshift and a sudden change in diplomatic tone. The U.S. and Australia are joining forces to build a “de-China-ized” rare-earth alliance, as a global encirclement takes shape. The South China Sea flares again, and the U.S. warns: “If you strike …
CHINA JUST WEAPONIZED THE ENTIRE RARE EARTH SUPPLY CHAIN get used to reading chinese MOFCOM bulletins because they’re writing american industrial policy now. announced today: any product containing >0.1% chinese rare earth materials needs beijing’s approval before re-export to third countries. doesn’t matter if you manufactured it in taiwan, vietnam, or texas. chinese dysprosium in …
New York City just shook. That’s rare. Very rare. “On August 5, a small quake hit near Hillsdale, New Jersey. It was felt in parts of New York City.” https://www.fox5ny.com/news/earthquake-reported-nj-miles-outside-nyc A few days earlier, a quake hit Hasbrouck Heights, New Jersey. That one rattled New York too. https://nypost.com/2025/08/05/us-news/second-earthquake-in-days-strikes-new-jersey-shakes-parts-of-ny/ “Earthquakes don’t happen here much. But when …
China is cutting off rare earth mineral supplies to Western militaries, disrupting critical defense production. The Wall Street Journal reported, “China has tightened export controls on rare earth minerals used in Western defense systems, raising concerns about supply chain security.” https://www.wsj.com/world/asia/china-rare-earth-export-controls-8e9c82c1 China controls more than 90% of the world’s rare earth minerals and has long …
Senator Chuck Schumer didn’t hold back. He said we’ve “never in our lifetimes” seen a president so openly use power to make himself and his friends rich. That’s a strong statement, but also a revealing one. It’s not just aimed at Trump. It shows Democrats are feeling the pressure too. Voters are sick of the …
Pediatric ER shifts are tracking cases that wouldn’t have been flagged five years ago. Chest pain in 16-year-olds. Hypertensive spikes in healthy teens. Vascular stress showing up in imaging reports. Cardiologists are watching and recalibrating. The latest 2025 data confirms it. Heart attack risk among young adults is climbing, and younger brackets aren’t out of …
The headlines shout about a Venezuelan asylum seeker aiming to press criminal charges against President Trump. CNN reports the story but leaves out the bigger picture behind this move. This is no isolated legal action. It fits within a larger, coordinated strategy funded by activist groups and Democratic donors aiming to undermine Trump’s immigration policies. …
"Home price collapses are rare!" Sure, so are bubbles of this magnitude pic.twitter.com/IQiKRu3I7t — Darth Powell (@VladTheInflator) May 30, 2025 Office CMBS Delinquency Rate Re-Spikes to 10.6%, to Worst Levels of the Financial Crisis Meltdown.It’s the older office towers that get in trouble amid a flight to qualityhttps://t.co/Yp9LN2mN1Y pic.twitter.com/Nesmn3vH2n — Wolf Richter (@wolfofwolfst) May 31, …
As said before, rare control is still in place China Ministry of Commerce spokesman: He has no information to provide regarding lifting of export control of rare earth starting on April 4. According to the website of the Ministry of Commerce, on May 15, the Ministry of Commerce held a regular press conference. Reuters reporter: …
JUST IN – Portugal's grid operator blames a "rare atmospheric phenomenon" for widespread power outages — Sky — Disclose.tv (@disclosetv) April 28, 2025 Portugal's electrical grid operator states that the widespread blackout affecting Portugal, Spain, and France resulted from a malfunction in Spain's electricity grid, triggered by an unusual atmospheric event. pic.twitter.com/lqqEK3o8Gr — Ian Miles …
ENERGY FUELS SAYS IT CAN PRODUCE 6 OF 7 CHINA-CONTROLLED RARE EARTH OXIDES AT SCALE IN THE U.S.$UUUU says it now has the tech to produce six of the seven rare earth oxides China just restricted — all from its White Mesa Mill in Utah. The company already processes NdPr… — Wall St Engine (@wallstengine) …
by Michael Our current way of life could not continue without rare earth minerals. Every single day of our lives, all of us depend on technology that was built using rare earth minerals. In fact, the device that you are reading this article on right now probably contains rare earth minerals. Ultimately, rare earth minerals aren’t …
This is a fascinating chart for anyone looking at the gold-to-silver ratio in a historical context. Over the past 125 years, the ratio has only spent brief moments above the 100 level — extremes like this tend not to persist for long. If history is any guide, this doesn’t look… pic.twitter.com/BFjWJz4L2W — Otavio (Tavi) Costa …
China choosing to escalate rather than deescalate. China has a near universal monopoly on rare earth minerals needed for essentially all modern manufacturing. This is a major problem. pic.twitter.com/qHeqtojax3 — Spencer Hakimian (@SpencerHakimian) April 13, 2025 BREAKING: China suspends exports of certain rare earth minerals to the United States. — Financelot (@FinanceLancelot) April 13, 2025 …
by MonetaryCommentary It’s extremely rare for #stocks and #bonds to both slump at the same time. On a quarterly basis, you’ve only seen about nine such episodes since 1990; and on an annual basis, it’s happened only twice (1931 and 1969, with a near‑miss in 2018). Well, this episode is happening now, in a “perfect storm” …
By Claudio Grass The gold price recently surged to unprecedented levels, surpassing the $3,000 per ounce milestone. This remarkable surge has been attributed to escalating geopolitical tensions, the revival of the trade wars, mounting inflation concerns, and of course, a very uncertain and very worrying outlook for the global economy and for the markets. As …
