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Rare Earth Minerals. Not so rare, but worth a look?

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Manage episode 478600651 series 17433
Content provided by JustOneLap.com. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by JustOneLap.com or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Gold Pullback in Focus

  • Gold surged to $3,500 before a sharp pullback to $3,321.
  • Simon breaks down what caused the spike — including comments from Trump about Powell and rate cuts.
  • Weekly chart shows potential kangaroo tail reversal — possible zone to watch: $2,800–$3,000.

Gold | Weekly | 23 April 2025

Trump, Powell & IMF Forecast Downgrades
  • Trump critiques Powell and Fed policy while possibly setting up a scapegoat.
  • IMF cuts global growth forecasts from 3.2% to 2.8%.
  • South Africa's expected GDP is now at 1% — far below Treasury’s 1.9% target.
Rare Earths: Not So Rare, Still Strategic
  • China's dominance in rare earths: 69% production, 90% processing.
  • Simon looks at the VanEck Rare Earth/Strategic Metals ETF (REMX) as a thematic play.
  • Pros & cons of investing in rare earths — not fully sold on the ETF himself.
Flashback: 5 Years Since Negative Oil
  • Remember April 2020? Oil went negative (-$40.32)!
  • Breakdown of why it happened (physical settlement, lack of storage).
  • One of the wildest moments in market history.

21 April 2020 | WTO goes negative

New Battery Tech from China’s CATL
  • Sodium-ion batteries could rival lithium: cheaper, safer, fast-charging.
  • CATL is profitable and pays a dividend, but listed in Shenzhen, making access tricky.
Aspen's R2 Billion Hit
  • Brief mention of Aspen's contract dispute and loss.
  • Lack of transparency continues to damage trust in management.

Simon Brown

* I hold ungeared positions.

All charts by KoyFin | Get 10% off your order

  continue reading

552 episodes

Artwork
iconShare
 
Manage episode 478600651 series 17433
Content provided by JustOneLap.com. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by JustOneLap.com or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Gold Pullback in Focus

  • Gold surged to $3,500 before a sharp pullback to $3,321.
  • Simon breaks down what caused the spike — including comments from Trump about Powell and rate cuts.
  • Weekly chart shows potential kangaroo tail reversal — possible zone to watch: $2,800–$3,000.

Gold | Weekly | 23 April 2025

Trump, Powell & IMF Forecast Downgrades
  • Trump critiques Powell and Fed policy while possibly setting up a scapegoat.
  • IMF cuts global growth forecasts from 3.2% to 2.8%.
  • South Africa's expected GDP is now at 1% — far below Treasury’s 1.9% target.
Rare Earths: Not So Rare, Still Strategic
  • China's dominance in rare earths: 69% production, 90% processing.
  • Simon looks at the VanEck Rare Earth/Strategic Metals ETF (REMX) as a thematic play.
  • Pros & cons of investing in rare earths — not fully sold on the ETF himself.
Flashback: 5 Years Since Negative Oil
  • Remember April 2020? Oil went negative (-$40.32)!
  • Breakdown of why it happened (physical settlement, lack of storage).
  • One of the wildest moments in market history.

21 April 2020 | WTO goes negative

New Battery Tech from China’s CATL
  • Sodium-ion batteries could rival lithium: cheaper, safer, fast-charging.
  • CATL is profitable and pays a dividend, but listed in Shenzhen, making access tricky.
Aspen's R2 Billion Hit
  • Brief mention of Aspen's contract dispute and loss.
  • Lack of transparency continues to damage trust in management.

Simon Brown

* I hold ungeared positions.

All charts by KoyFin | Get 10% off your order

  continue reading

552 episodes

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