Tag Archives: Rare Earth Elements

BFTP: Rare Earth Day 5.0

Posted on May 20, 2019 by macromon

BFTP:  Blast From The Past Wow, here is a blast from the past.  Ahhhh, the daze of trading rare earfs! Watch this one, folks.  It may play big in the trade war with China. Rare earth minerals could be weaponized … Continue reading →

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Confessions of a Rare Earth Day Trader – FP

Posted on January 23, 2011 by macromon

Interesting piece in Foreign Policy titled,  I Was a Rare Earths Day Trader.   More interesting, however, is the subtitle, How a naval confrontation in the South China Sea created a global investment bubble — and cost me half my life … Continue reading →

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Rare Earth Day 4.0

Posted on December 27, 2010 by macromon

Rare earth stocks rocked today on the back of an article in PC magazinem which is really old news.   Molycorp (MCP) was up almost 10 percent,  hitting  a high of $50.29 a share, and Rare Earth Elements (REE) up almost … Continue reading →

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China to Resume Shipping Rare Earth Minerals – NY Times

Posted on October 28, 2010 by macromon

The NY Times is reporting China has ended its Rare Earth export embargo just shortly after Secretary of State Clinton announced she would question the policy on her upcoming visit.  Interesting, China never admitted to export restrictions. As expected the … Continue reading →

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Rare Earth Stocks Up Big on China Restrictions

Posted on October 19, 2010 by macromon

China announced further limits on its Rare Earth exports today.  The country controls 97 percent of the world’s supply, which are critical for hi-tech products, including smart phones, hybrid and electric vehicles,  and cruise missiles.   Hard to read if … Continue reading →

Posted in China, Commodities, Currency, Geopolitical, Politics, Rare Earth Elements, Sovereign Risk, Uncategorized | Tagged , , , , | 2 Comments

What is Spec? Baby, don’t hurt me, don’t me. No more!

Posted on September 29, 2010 by macromon

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 , , | 1 Comment

The New Gold Rush?

Posted on September 28, 2010 by macromon

Rare Earth (REE) stocks,  including Molycorp,  got hammered today and we added a little to our position.  These  stocks are over extended as most are up over 100 percent in the past month. We believe this story has legs and … Continue reading →

Posted in Black Swan Watch, China, Commodities, Equities, Geopolitical, Gold, Rare Earth Elements | Tagged , | 3 Comments