I’m in agreement with Hook on the REM’s, they are all over the news and especially on ZeroHedge. ZH hasn’t been right about anything in 10 years. This trade deal with China will get resolved it’s not in anyone’s interest for it not to, especially China’s.
When it does, those rare earths will get beaten senseless probably worse than pm shares, although hard to see anything get beaten much worse than pm’s.
Hook – my point about hedge funds, is that they are owned by the same banks that play the short side, they are not independent of one another.