United States Antimony just watched most of its 2026 gains evaporate in a single session, and the guidance cut behind the collapse raises a bigger question: is this an isolated antimony-price shock…
China’s October 2025 expansion of rare earth export controls continues to ripple through equity markets eight months later. Three exchange-traded funds have absorbed most of the capital flowing toward the critical minerals…
Morgan Stanley’s Chief Investment Officer and Chief U.S. Equity Strategist Michael Wilson appeared on CNBC this morning with a framing that should give every AI-chip investor pause. The 2026 semiconductor rally, in…
While Micron Technology (NASDAQ: MU) | MU Price Prediction has had an extraordinary gain of over 850% in the last 12 months, Tungsten has soared from roughly $380/MT to a sky high…
This exchange-traded fund could find itself right in the middle of the trade war if China decides to halt or limit its exports of rare earth metals and minerals.
As gold prices have fallen, many investors have begun to actively seek alternatives from among the many possible choices available today. These are five unusual alternatives investments to gold.
ThinkstockMolycorp Inc. (NYSE: MCP) is becoming an expert at screwing its investors. If anyone wanted a “death before dilution” company in their portfolio, they have been slaughtered over and over here. The…
Jon C. Ogg ThinkstockOver the past five days, shares of three companies focused on rare earth mineral production have climbed more than 10% while the S&P 500 has managed to stay barely better than flat.…
Paul Ausick July 1, 2013: U.S. equity markets opened higher this morning after a blast of economic data from both Asia and Europe. In China, June manufacturing PMI slid lower. Japan’s economics minister said…
ThinkstockTo call Molycorp Inc. (NYSE: MCP) a battered stock or a controversial stock would be the understatement of the year. This is supposed to be America’s only answer to the rare earth…
Jon C. Ogg ThinkstockOnce an investor’s darling, Molycorp Inc. (NYSE: MCP) has not aged well. The rare earths miner’s shares hit a post-IPO high of around $75 a share in April 2011, but the decline…
Paul Ausick They say that there is an exchange traded fund for just about every investment strategy out there. So how about a “pure gun” ETF? There are aerospace and defense ETFs, but not…
China’s ministry of commerce raised its rare earth minerals export quotas for 2012 to nearly 31,000 tons yesterday, up from just over the previous limit of just over 30,000 tons. The increase…
Paul Ausick The current slump in prices for rare earth minerals despite a Chinese curb on exports could turn around in a couple of years if the Chinese succeed in developing their own downstream…
Paul Ausick Rare earths miner Avalon Rare Metals Inc. (NYSEMKT: AVL) today reported the results of a resource estimate for its Nechalacho Deposit in Canada’s Northwest Territories. The report shows a Measured Mineral Resource…
Paul Ausick 
