MarketWatts
@RootSwego
20+ Years on the Buy side, Energy, Materials , EM & Commodities
คุณอาจชื่นชอบ
China’s Rare Earth Refining at 5N (99.999%) Purity Is the Moat the U.S. Can’t Cross By any strategic measure, China’s grip on the rare earth supply chain is not just dominant—it’s nearly unassailable. With 83% of global rare earth refining capacity and 92% of the world’s magnet…
This chart shows how bank lending has quietly reshaped the credit world. Since 2015, loans to non depository financial institutions (NDFIs) basically private equity and private credit funds have skyrocketed nearly 300%, while everything else has barely moved. Consumer loans,…
I have held gold on and off over the last 25 years, but have never seen a gold chart as % fx reserves in this manner.
In 35 years we flipped the US map from manufacturing being the largest employer in most states to healthcare being the largest employer. Absolute shit trade. We need to flip the map back.
“The ratio of margin debt to money supply is higher than at any time except February and March 2000.” 👇🏼 - Cypress Capital
Critical minerals subject to Chinese export restrictions - from JPM Eye on the Markets.
Why RAND’s report “Stabilizing the U.S.-China Rivalry” Is a Strategic Breakthrough In an era of escalating rhetoric, a-dime-a-dozen China hawk reports and strategic brinkmanship, the RAND Corporation’s report "Stabilizing the U.S.-China Rivalry" offers a rare and vital…
Another DeepSeek moment hits the tape. China continues showing how to win at AI by working smarter instead of simply piling on more brute force computing power Investors will soon wake up to reality US tech co’s spending half a trillion each year is not bullish… it’s the…
The claim that solar photovoltaic power is the cheapest form of energy needs to DIE already. It needs to DIE a painful and miserable death. That calculation, based on LCOE, does not take into consideration the cost of battery storage, land costs (solar farms require a lot of…
As recently as 2010, more than half of all data centers operated on less than 5 megawatts of electricity. Today, developers routinely plan for hundreds of megawatts – and a few are reaching for the gigawatt scale.
Given that the census counts all persons, NOT just all citizens, for purposes of determining the number of House seats, and the disproportionate number of non-citizens in New England, there are technically a negative number of Republicans elected, as seats were taken from red…
See all this red in New England? You know how many Congressional seats are held by Democrats? 21 How many are held by Republicans? Zero Don’t talk to us about gerrymandering when this is what Democrats do
Many Americans are still dreaming that the West can establish a rare earth supply chain in a short period of time, ok, let me give you a specific example, Gallium. China produces 146 tons of Gallium annually, which is extracted from 20 million tons of alumina. If you want 146…
Check out 'No One Is an Atheist at 20x Price to Sales' insight from the @gqgpartners team. Follow their page for more inspirational content! #gqgpartners gqg.com/insights/no-on…
Tech bubbles and once-in-a-lifetime chance for energy bulls | EA Forum E... youtu.be/mKFpCVKY4q0?si… via @YouTube
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Tech bubbles and once-in-a-lifetime chance for energy bulls | EA...
China's demographics are not ideal but not a disaster like they are portrayed in the media
The average Social Security recipient gets $1200/mo after working 50+ years. The average illegal “refugee” gets $3874/month after being in America for 50 minutes. And that should INFURIATE everyone.
Japan’s Rare Earth Dilemma: Why Japan after 20 years of diversification is still dependent on China for heavy rare earths for making permanent magnet. Japan, a technological powerhouse that can produce rare earth permanent magnet, remains strategically tethered to China for one…
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