Category: Rare Earth Elements

Sanctions, Supply Chains, and Recession Sentiment Decimate Microchip Stocks

No matter what silver lining analysts mention to lessen the blow to semiconductor sentiment, I wouldn’t recommend bottom-picking at this time.

Preparing for War With China at All Costs – Part 2

“If the US and the West impose destructive sanctions on China like sanctions against Russia, we must recover Taiwan. We must seize TSMC.”

Accumulation Phase in the Commodity Bull Market

Capital is looking for somewhere to hide as demand, dislocations, and “structural deficits” in real asset markets offer a safe haven from geopolitical chaos.

TraderStef on Operation Freedom – Live w/Dr. Dave Janda on WAAM 1600AM Talk Radio, Nov. 7, 2021

TraderStef on Operation Freedom – Live w/Dr. Dave Janda on WAAM 1600AM Talk Radio, Nov. 7, 2021.

The (Un)safe Deposit Box Dilemma – Part 2

Don’t be careless with your most important personal property by inviting counterparty risk that you will regret with no recourse available.