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Recent Posts
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Tag Archives: Equities
What is Spec? Baby, don’t hurt me, don’t me. No more!
Molycorp (MCP) and the rare earthers are getting hammered again today on reports that China has lifted the ban on REEs to Japan. [Schrödinger’s] cat is out the bag and to think it is business as usual is complete nonsense. … Continue reading
Posted in China, Commodities, Equities, Gold, Rare Earth Elements
Tagged Equities, Gold, Rare Earth Elements
1 Comment
Rare Earth Day
Rare Earth Elements (REE) have shown up on our radar as shares of Molycorp (MCP), one of the largest and only producers outside China, has doubled in the past month. REEs have no substitutes and are critical material inputs for … Continue reading
Posted in Black Swan Watch, China, Commodities, Equities, Geopolitical, Rare Earth Elements
Tagged China, Commodities, Equities, Geopolitical
2 Comments
Global Macro Monitor 