May 16, 2026
Trump-Xi concluded May 14-15. We score our 45/40/15 scenario call against reality, mark the sector calls that worked and missed, and update the trade matrix for the next 30/90/365 day windows.
May 10, 2026
Trump visits Beijing May 14-15. Three scenarios (45/40/15), five deep sector dives, master trade matrix, and what to actually do this week.
Mar 22, 2026
中国稀土武器化×铜超级周期×国防供应链回流。10只关键矿产股全面分析，从多元化矿业巨头到美国稀土纯正标的。
Mar 22, 2026
China rare earth weapon x Copper supercycle x Defense reshoring. 10 critical minerals stocks analyzed from mega-cap diversified miners to US rare earth pure-plays.