This Is Not Investment Advice

Let’s first take a look at the Industry Group that holds the Rare Earths that are most likely to be considered investable at this stage and the main Uranium players:

We can see that Mining - Metal Ores is still holding up strong.

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Let’s take a look at some of the Leading Stocks within the Rare Earths space. Obviously some of these have made huge moves already, but that is water under the bridge. I could care less whether I was “the first one to see it” as I am far more concerned with where things are going from here on a relative basis. And I tossed a few around years ago and held (not significant positions back then but a couple have really moved).

That said, many of these stocks have been fighting with the 21 EMA and hanging out beneath it. How much trouble is coming on Lower Time Frames?

MP Weekly

MP Daily

CRML Weekly

CRML Daily

NB Weekly

NB Daily

REEMF Weekly

Highly speculative.

Thoughts and observations:

  • Bessent basically said China is giving the U.S. (we have seen this before when “deals” are made) a year on the Rare Earths . . . . so initial reaction is/could be “ok less stress and urgency so sell” . . . . . but a year goes by quick if you haven’t made any progress so the market/gov has to move now to attempt to fix this situation for the intermediate and long term

  • All seem to be battling the 21 EMA for now . . . . note trips to and below 50 EMA even in Bull Markets are not uncommon . . . . .

  • Let’s see what happens . . . . still in batting practice 1st inning didn’t even start yet in my view . . . .

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