Trade tension escalates
Scott Bessent said now China vs the rest of the world. Hang in there rare earth investors. More room for upsides.
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吃喝玩樂 : But if china soften then...
Bunny Pa Pa OP 吃喝玩樂 : sell
Ho-flation : they will strike a deal for sure. US REE productivity is far from enough for their needs.
Bunny Pa Pa OP Ho-flation : Ace card. China won't let go one. At least to stop US from harassing again.
Ho-flation Bunny Pa Pa OP : yeah which is why the REE rally makes no sense especially given it's magnitude. US will resume imports from china, china will import their advanced chips. buy chips now
Bunny Pa Pa OP : Until they come to an agreement then say. For now just buy rare earth. Won't be wrong one. Just buy