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Rare Earths roughly about 3% of portfolio as of yesterday (And besides some short positions and some left over open puts it's about all I got going at the moment.

Bloomberg: reports that China is cutting back 72% of its exports of Rare Earth metals. China has said that environmental issues are the reason for the cutbacks. 72% drop in availability of any commodity is important and Rare Earth’s are important. Japan and the US are already protesting the ban. The rest of the world’s manufacturing base will soon follow.

Considering this stuff is in just about every piece of new age electronics you can think of and you can't really mine Rare Earth's at at a profitable level, but just in a few places on the globe. You can see how China just pulled out the trump card on High Tech manufacturing. In Chess we call this "Check Mate". In Tennis "Game Set Match".

Some Charts of Rare EARTH companies to gander at if you don't like the hold and hope approach on those index funds.

China Companies
http://www.google.com/finance?q=SHA:600111
http://www.google.com/finance?q=SHE:000970
http://www.google.com/finance?q=SHA:600366
http://www.google.com/finance?q=SHE:000795
http://www.google.com/finance?q=SHA:600980
http://www.google.com/finance?q=SHE:002056
http://www.google.com/finance?q=SHA:600259
ADR's
http://www.google.com/finance?q=lysdy
http://www.google.com/finance?q=CVE:QRM
http://www.google.com/finance?q=AMEX:REE
http://www.google.com/finance?q=TSE:AVL
http://www.google.com/finance?q=mcp
http://www.google.com/finance?q=ASX:PEK
http://www.google.com/finance?q=PINK:GWMGF
http://www.google.com/finance?q=CVE:CCE
http://www.google.com/finance?q=CVE:RUU
http://www.google.com/finance?q=CVE:UCU

It's good to be about a month ahead of this sector move. I actually was a net seller today near the close in some of these names, but adding on the dips and selling the rips has worked in the past on these things.

If you don't know the story of Rare Earth's metals I advise you learn cause that was one heck of a "Check" China pulled out of a hat. 2015 was when I thought this would happen, and they just pulled a fast one.

Oh and for the SPX outlook. I had roughly 80% of my Aug/Sept/Oct naked puts cashed out for a nice gain from that Aug. 9th post in the journal. sticking to that 1013 (38.2% Fibonacci level) bounce level that doesn't pan out then 880 if things get bad at the 23.4 Fibonacci level for a solid rally from that level....At least we better all hope for that!

Roughly earning nothing on these sweep accounts, but I do have a Hodge pod of currency diversification going at the moment.

Feel Free to fill me in on any other Rare Earth Company or any relevant information you might have on this subject. Some great articles can be found on the subject so anything news would be nice to read.

$COSTAverageMAN
 

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Another Chart of how China is the supplier and will be for some time to be of rare earths.
Edit) found another...This one has Vandium (whatever that is.) Really just bookmarking myself a list of these names. The ultra small caps is not where I have my investments.
http://www.google.com/finance?q=AMEX:CXZ

This is Pretty Sick little Indian Potash company going Limit Up 2 days in a row now.
http://www.google.com/finance?q=BOM:506808

$CostAverageMAN
 

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Getting awfully close to the climax of this wedge!

Does it break out or down...What a great chance to try a short play IMHO. Sorry this post is a little after the fact!

$COSTAverageMAN
 

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$Cost, so how are you trading in the Shanghai/Shenzhen listed companies? Through which brokers? The ADR's seem to be mostly Canadian penny stuff brought out by the old Vancouver bucket shops.


China Companies
http://www.google.com/finance?q=SHA:600111
http://www.google.com/finance?q=SHE:000970
http://www.google.com/finance?q=SHA:600366
http://www.google.com/finance?q=SHE:000795
http://www.google.com/finance?q=SHA:600980
http://www.google.com/finance?q=SHE:002056
http://www.google.com/finance?q=SHA:600259
More...
 
Risk Taker: I'm unfortunately unable to trade the SHA and SHE listings much like every other US citizen. This was more just a reference of some of the Rare Earth companies that are publicly traded. When China changed it's export laws of Rare Earth's that was an amazing catalyst for anything rare earth related. I played the liquid larger players in that area that I could trade easily and I must say of those names they performed great since I originated that first post. Judging by how poorly the rare earths traded over the last 2 days in China and Australia I expect a sharp sell off in those US publicly traded names today. (REE and MCP)

Lynas is my favorite in the space that can be easily purchased and sold, but I am currently not long any at the moment. (Sell the rips and buy the dips)

That same wedge I posted on Friday also showed up in the AUD/JPY pair. Top of the line=Short until it doesn't work and we break one direction or the other.

$COSTAverageMAN

Pretty good picture from the country home!
 

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Just a reminder of the WEDGE we are in....Almost scary how the 2007 Summer through 2008 Chart pattern looks when you compare it to today's chart pattern.....Last Wedge was the "Wedge of Doom"...What will this one be?

If you sold some Out of the money Puts that expire in a few months....You might want to reconsider that trade and play it safe and wait for direction on this bad boy.

Wasn't expecting much from this short week and we sure as heck got nothing.

$COSTAverageMAN
 

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That'd be a little "too easy". Need to convince a few more bag holders before any big drop, I suspect. But yeah, the ship will likely sink.
 
Quote from $CostAverageMAN:

found another...This one has Vandium (whatever that is.) Really just bookmarking myself a list of these names. The ultra small caps is not where I have my investments.
http://www.google.com/finance?q=AMEX:CXZ

$CostAverageMAN
More...

Vanadium is used in several alloys. Titanium 6Al-4V in particular is used widely in the flight and space industries (I use it all the time!). The alloy goes into everything the US Gov. buys - missles, satellites, planes, you name it. Now it's easy to see why this is a touchy subject for Uncle Sam!

That stock hasn't had any revenues over the past 3 years and I can't find a financial report... hmmm.

Which are some of the bigger names you're trading in? Do you think the Chinese will reduce export of these materials indefinitely? If so, I'd expect the domestic (or non-Chinese) miners to be the right investment.
 
Who brought you readers Rare Earths on AUG. 31st in this journal. Just posted a few charts for the heck of it.


Well the "Wedge" broke out and not down around early September and I was caught with almost no sector exposure(Rare Earths and metals only), but I see today's reversal as a major inflection point. You can just smell something brewing as hot sector money all attempts to get out of the old and into the new "trade".

Not much to say just loving those Rare Earth calls. It's been a while since I talked specific industries and its nice to have a contribution that pans out this well.

Check that one from China...
http://www.google.com/finance?q=SHA:600259

$COSTAverageMAN
 

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