Good Reads
China Rare Earth eyes indirect stake in MP Materials
State-owned China Rare Earth Group is reportedly in talks to acquire Shenghe Resources (SHA: 600392), a deal that could give Beijing indirect ownership of a stake in US rare earths producer MP Materials (NYSE: MP) alongside the US Department of Defense. Read on »
Election Market Correction
Since the April 2025 low, the S&P 500 has gone 17 months without a 10% correction. I keep seeing that number used as proof one is overdue, usually by someone who is already fully invested. Since 2010, there have been nine corrections. The wait between them ran from seven months to 44 and averaged 18. Read on »
The Fed Hiked Into an Oil Shock, Gold and Silver Steadied
The institutions that used to fund U.S. borrowing are continuing to step back as the debt load increases. Foreign holders are down to about 32% of the Treasury market from more than 40% a decade ago, and over the same years central banks have bought gold over Treasuries at record levels. Read on »
Community News
Swap Lines: The Federal Reserve Extends Its Tightrope Link>>
Venezuela’s $4B gold stash closer to leaving London Link>>
Vaulting Space in Short Supply as Singapore Positions Itself as a Major Gold Hub Link>>
Geopolitics to Main Street: Gold’s Case Is Undeniable Link>>
What Fed rate hikes mean for gold prices in 2027, according to Goldman Link>>