Beijing held a Victory Day parade this week commemorating the 80th anniversary of the end of World War II. In attendance, 20 visiting heads of state, including Russia's Vladimir Putin and North Korea's Kim Jong-un. Joining us right now is Kyle Bass, Haymon Capital Management founder and CIO.And Kyle, you've been talking for a long time about your concerns about China. Maybe nothing put it on better display for what this means in terms of this new world order than what we saw this weekend. Yeah, I mean uh it ...

How something works gives us a good guide to what that thing might be useful for. Hammers are heavy and are useful for hitting things with - there, proof.Tim Worstall is a wholesaler of rare earth metals and one of the global experts in the metal scandium. He is also a Fellow at the Adam Smith Inst in London and an writer for a number of media outlets, including The Times (London), Telegraph, The Register and even, very occasionally indeed, for the WSJ. This account is linked with that of Mohamad Machine-Ch ...

Group 1 - Tim Worstall is a wholesaler of rare earth metals and an expert in scandium, contributing to various media outlets [1] - The article emphasizes the importance of understanding details in financial instruments [1] Group 2 - The disclosure from Seeking Alpha states that past performance does not guarantee future results and no investment advice is provided [2] - Analysts contributing to Seeking Alpha may not be licensed or certified by any regulatory body [2]

The company reported second-quarter 2025 financial results, but it doesn't even generate revenue. What has investors so excited? Bouncing back from a 5% decline yesterday, shares of USA Rare Earth (USAR 23.83%) are racing higher this morning. In addition to the company's reporting of second-quarter 2025 financial results yesterday after the market closed, investors are clicking the buy button on the rare earth stock after the company reported today the signing of a memorandum of understanding (MOU). As of 1 ...

Trade Deal Progress & Outlook - US and China announced a framework agreement on rare earth metals, seen as a positive step but not a comprehensive deal, more like a truce [2] - Comprehensive trade deal negotiations may take another 2-3 months, potentially reaching an agreement in the autumn, contingent on leaders' meeting [3] - China needs a trade deal due to slower GDP growth (estimated 3-4% vs stated 5%), declining foreign direct investment, and reliance on the US as its biggest export market [6][7] Tariff Rates & Sectoral Issues - Significant difference exists between 30% and 20% tariff rates for businesses [8] - US maintains 100% tariffs on Chinese EVs, 50% on semiconductors, and 25% on lithium batteries [9] - Sectoral tariffs are unlikely to be removed due to China's attempts to dump excess manufactured products like lithium batteries, EVs, and solar panels [10] Competitive Landscape & Geopolitical Strategy - BYD's competitiveness in the auto industry is a concern, potentially dominating markets outside the US due to tariffs [10][11] - Aligning with European, Japanese, and South Korean allies is crucial to create leverage against China, as they share similar trade concerns [11][12][13] - High tariffs on allies diminish their incentive to join the US in pressing China on trade issues; Japan, EU, and US account for 60% of global GDP [12][13] TikTok & Technology Restrictions - TikTok is likely to be part of the trade deal or related to it, requiring Chinese government approval [17] - China alluded to the US reducing or dropping technology restrictions in exchange for the rare earth deal, but the US has not confirmed this [19]