Recent content by waterbottle

So much for American strength....

:vomit: Trash piece. Stopped reading once it tried to somehow blame Silicon valley's downfall on Indian immigration as if nepotism and corruption were somehow imported? Please. AI is 2020's snake oil. The only person to blame here is Trump. Only an idiot would have thought there'd be no...

LYC and MP are probably the only rare earth plays for the Western World IMO... the rest are speccy. Good to see that their equity raising was a success.

so no tariffs but countries have already moved on and relationships have changed?

Interesting. 6.8mil cash injection to develop their Canadian project (by an American investor no less). Don't know if they'll escape tarrifs though.... and still not sure they'll actually be able to produce anything... Definitely a speculative buy

Or: 1. US default 2. Enters recession 3. Global credit crunch ala 2008 4. Central banks drop to 0%

Wow i didn't think it was possible to combine separate pump and dump schemes but here we go: AI + the green economy. They should go one step further and make them military robots to fight against Russia.

Does a pause in tarrifs even matter at this stage? Businesses have already reacted.

Markets now back to pre Tarrif levels based on the hope China now considering negotiations, although not sure how much substance there is behind these rumours.

Bringing manufacturing back to the West is the same as bringing poverty back - unless there's going to be some sort of deflationary "reset"....

https://v.redd.it/jwso11k32xwe1 Sometimes the degens post painful truths

Agreed. Don't know if it's reversible though. This is Pandora's box - allies have already started to move away from the US (see political discourse) and it makes no sense for them to change tact based on rumours from an investment bank!

Gld?

Just out of interest - why exactly are rare earths required in defence? What exactly do they do that other metals cannot? Are they so essential that armies will fall apart in a day/week/year if supply isn't resumed? In 2020-2022, rare earths were valuable for neodymium and praesodymium, which...

Poor governance is not a uniquely Australian thing - we shouldn't look to America to emulate and reference their politics. COVID was a global problem - it's not like the Americans weren't under lock down. In fact, if you want to mold Australian politics according to a nation's ability to resist...