Tag: rare-earths | optionmind

May 16, 2026

The Beijing Reality Check: Scoring the Summit and What's Next

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

The Beijing Handshake: Trump-Xi Summit Scenarios & Sector Playbook

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

The Supply Chain Arms Race: Critical Minerals Investment Deep Dive

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.