Workflow
REMX ETF
icon
Search documents
SETM: Project Vault And The Rare Earth Arms Race
Seeking Alpha· 2026-02-03 18:09
I posted this image in an article on the REMX ETF back in October , and I still think of it anytime I see modern tech. Be it smartphones galore in society, the computer I am typing this article on, or the EV inNewsletter Author | Investment Advisor | Top 5% of Experts on TipRanks | Long Signal, Short Noise | The Macro Obsession newsletter is a weekly brief on current events and trends in finance, tech, and the real economy. I am a macro-oriented and data-driven investor who obsesses over connecting dots tha ...
Off the Charts: Bull case for materials
CNBC Television· 2025-08-26 22:20
Let's go off the charts with Katie who's looking at a bullish trend in a related group. Katie. Well, that's right.Looking at the materials more broadly speaking, which of course includes those miners, too. We've seen real signs of life this month. Some outperformance that could be the start of something a little bit more meaningful.And this includes also the rare earth plays and uranium, nuclear, all of the above have gained some momentum. Gained momentum both in absolute and relative terms. So, if you were ...