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Tony Wright's avatar

Hi Nick, I'd be very interested in your view on how Xi's planned visit to the U. S. in September might affect the rare-earth sector. Do you see a risk that Trump could use rhetoric about Xi's visit, China policy, or rare-earth supply chains to generate volatility in critical-minerals stocks-creating opportunities for allies, insiders, or related business interests to profit? Could you write an article about this topic? Thank you.

The Pareto Investor's avatar

US–China biorisk cooperation sounding possible is the least boring headline in a while.

https://paretoinvestor.substack.com/p/south-of-the-consensus

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