Jan 22, 2026
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7 min read
The rare earth supply chain, China risk, and the stocks positioned to benefit in 2026
Metals
+1
Dec 1, 2025
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6 min read
Kickoff to my 2026 Megatrend Series — and why Europe’s defense surge could create years of profits.
Defense
+1
Oct 10, 2025
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4 min read
China’s tightening grip on rare earth exports has ignited a new front in the global power struggle - shaking markets, straining diplomacy, and creating a massive long-term opportunity for investors in critical minerals.
Metals
+1
