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Everyone thinks rare earths are about mining. They’re wrong.The real bottleneck isn’t in the ground — it’s in the processing. That’s where China dominates. That’s where the leverage is. And that’s where the money will be made.In this video I break down the actual pinch point in the rare earth supply chain — from oxides to metals to magnets — and why the West is years behind. I also walk through one of the few listed companies sitting right inside that bottleneck… and why I’ve taken a position.This isn’t advice. It’s how I’m thinking about it.________________________________________Get live metals prices: https://www.anewfn.comFollow my thinking (free + members): https://clemishere.substack.comX/Twitter: https://x.com/ClemChambersBullionVault affiliate: https://www.bullionvaultaffiliate.com/clemalpha/enRare Earth Channel: https://www.youtube.com/@CrazyChemistryishereBooks:A Beginner’s Guide To Value Investing (US): https://www.amazon.com/dp/B0GHK6RSFTA Beginner’s Guide To Value Investing (UK): https://www.amazon.co.uk/dp/B0GHK6RSFTGame in Wall Street (US): https://www.amazon.com/dp/B0D9TR71C3/________________________________________#RareEarths #Investing #Commodities #China #Stocks
I sold everything.
Not because I knew what would happen — but because I knewwhat could happen.
… the market didn’t crash.
And when the dust settles I’ll get back in.
The real opportunity isn’t where everyone is looking.
This is where the market is getting it wrong.
Everyone is crowding into the obvious trades.
But the real asymmetry sits in what comes next — theoverlooked layer of the commodity system.
Because here’s the truth:
The global economy doesn’t run on narratives. It runs onstuff.
And right now, the system is tightening.
Copper deficits are building. Supply chains are fragmenting.
Geopolitics is forcing a reset in how resources are priced,sourced, and controlled.
This isn’t just a commodity cycle.
This is a structural repricing of the physical world.
Gold protects you.
Uranium powers the future.
But the real winners will be the assets nobody is talkingabout yet.
Follow my thinking (free + members):
https://clemishere.substack.com
Real-time gold, silver, platinum, palladium prices (FREE):
https://www.anewfn.com
X / Twitter:
https://x.com/ClemChambers
BullionVault (affiliate):
https://www.bullionvaultaffiliate.com/clemalpha/en
Books:
A Beginner’s Guide To Value Investing
US: https://www.amazon.com/dp/B0GHK6RSFT
UK: https://www.amazon.co.uk/dp/B0GHK6RSFT
101 Ways to Pick Stock Market Winners
US: https://www.amazon.com/dp/B0GPH96FZ8
UK: https://www.amazon.co.uk/dp/B0GPH96FZ8
Something is about to happen — and the market is not ready for it.
We’re now inside a narrow window where geopolitics, oil, and liquidity all collide. If escalation turns kinetic, this isn’t a slow bleed — it’s a shock event. And by the time you see it in the price… it may already be too late.
This is not about predicting headlines. It’s about understanding what markets do when systems lose control.
I break down:
We are moving from stability → instability → intervention.
If escalation continues, the market doesn’t drift.
It reprices violently.
Real-time gold, silver, platinum, palladium prices (FREE):
👉 https://www.anewfn.com
My Substack (deeper analysis):
👉 https://clemishere.substack.com
X / Twitter:
👉 https://x.com/ClemChambers
BullionVault affiliate:
👉 https://www.bullionvaultaffiliate.com/clemalpha/en
Books:
A Beginner’s Guide To Value Investing – US: https://www.amazon.com/dp/B0GHK6RSFT
A Beginner’s Guide To Value Investing – UK: https://www.amazon.co.uk/dp/B0GHK6RSFT
101 Ways to Pick Stock Market Winners – US: https://www.amazon.com/dp/B0GPH96FZ8
101 Ways to Pick Stock Market Winners – UK: https://www.amazon.co.uk/dp/B0GPH96FZ8
If you understand this moment correctly, you don’t panic — you position.
I’ve just opened something up that I think matters a lot.
aNEWfn now has a free API for real-time market data, and youcan plug it straight into OPENCLAW and other AI tools.
This means real-time UK stock prices, UK Level 2, gold,silver, platinum, palladium, Bitcoin, and forex can now be streamed directlyinto AI systems like OpenClaw or anything else you’re building.
That’s not a small step. That’s foundational.
In this video I explain what the API does, why it matters,and how you can get access to the closed beta.
What you get:
real-time UK Level 1 and Level 2,
real-time gold, silver, platinum, palladium,
real-time Bitcoin and forex,
API access for AI tools and custom builds,
free access during beta,
priority access if you’re early.
This is for private investors only.
If you’re a professional, this isn’t for you.
If you want access:
Email [email protected]
Put OpenClaw in the subject. Don’t forget to do thator I might miss your email
There are limited places. First wave is small. Then secondwave, then third.
This is early. It’s raw. It’s not polished. But it works.
And the combination of AI + real-time market data is wherethe edge is forming.
Real-time gold, silver, platinum and palladium prices(FREE): 👉 https://www.anewfn.com
My Substack (deeper analysis): 👉https://clemishere.substack.com
BullionVault affiliate:https://www.bullionvaultaffiliate.com/clemalpha/en
X / Twitter: https://x.com/ClemChambers
Books:
A Beginner’s Guide To Value Investing
US https://www.amazon.com/dp/B0GHK6RSFT
UK https://www.amazon.co.uk/dp/B0GHK6RSFT
101 Ways to Pick Stock Market Winners
US https://www.amazon.com/dp/B0GPH96FZ8
UK https://www.amazon.co.uk/dp/B0GPH96FZ8
#OpenClaw #AITrading #RealtimeData #AgentAutomation
Clem Chambers, Founder of ANewFN, discusses what's next for the Iran war and why he sold everything last week. *This video was recorded on March 31, 2026To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/da...Subscribe to my Briefs channel: / @davidlinreportbriefs Subscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMF...Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh...FOLLOW CLEM CHAMBERS:ANewFn website: https://www.anewfn.com/ X (@ClemChambers): https://x.com/ClemChambersYouTube (@clemchambersalpha): / @clemchambersalpha Clem's substack: https://substack.com/@clemishereFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): / davidlin_tv Instagram (@davidlin_TV): / davidlin_tv
In this premiere episode of BeInCrypto's Experts Council, host Jakub sits down with TWO of the sharpest minds in digital finance:🔹 Michael van de Poppe: Founder of MN Fund & MN Capital, crypto analyst, trader, and educator trusted by millions globally🔹 Clem Chambers: Markets pioneer, financial author, and veteran of three full crypto cycles, from $800 BTC to todayThis is the Clem Chambers segment. The full episode is available on youtube.
Europe just flipped theswitch on crypto — and most people have no idea what that means.
Coinbase is positioning fortotal dominance across Europe under MiCA… but behind the headlines there’s adeeper shift happening. Adoption, regulation, education, and a battle over whocontrols the next financial system — and possibly the next version of theinternet itself.
In this conversation, I breakdown what’s really going on:
– Is Europe ahead or already falling behind?
– Why adoption is still early (and what changes that)
– The real strategy behind Coinbase in Europe
– Why I’m sceptical about tokenised stocks
– Base, wallets, and the push toward an “everything exchange”
– And the bigger question: is crypto still stuck in finance… or about to escapeit?
This is not the usual cryptohype. This is what actually matters next.
Live prices, metals,crypto & markets (FREE):
https://www.anewfn.com
Follow my thinking (free +members):
https://clemishere.substack.com
X / Twitter:
https://x.com/ClemChambers
BullionVault (affiliate):
https://www.bullionvaultaffiliate.com/clemalpha/en
Books:
A Beginner’s Guide To Value Investing
US: https://www.amazon.com/dp/B0GHK6RSFT
UK: https://www.amazon.co.uk/dp/B0GHK6RSFT
101 Ways to Pick StockMarket Winners
US: https://www.amazon.com/dp/B0GPH96FZ8
UK: https://www.amazon.co.uk/dp/B0GPH96FZ8
#crypto #coinbase #bitcoin#ethereum #markets #investing #macro #clemchambers
Europe just flipped theswitch on crypto — and most people have no idea what that means.
Coinbase is positioning fortotal dominance across Europe under MiCA… but behind the headlines there’s adeeper shift happening. Adoption, regulation, education, and a battle over whocontrols the next financial system — and possibly the next version of theinternet itself.
In this conversation, I breakdown what’s really going on:
– Is Europe ahead or alreadyfalling behind?
– Why adoption is still early(and what changes that)
– The real strategy behindCoinbase in Europe
– Why I’m sceptical abouttokenised stocks
– Base, wallets, and the pushtoward an “everything exchange”
– And the bigger question: iscrypto still stuck in finance… or about to escape it?
This is not the usual cryptohype. This is what actually matters next.
Live prices, metals, crypto& markets (FREE):
https://www.anewfn.com
Follow my thinking (free +members):
https://clemishere.substack.com
X / Twitter:
https://x.com/ClemChambers
BullionVault (affiliate):
https://www.bullionvaultaffiliate.com/clemalpha/en
Books:
A Beginner’s Guide To ValueInvesting
US:https://www.amazon.com/dp/B0GHK6RSFT
UK:https://www.amazon.co.uk/dp/B0GHK6RSFT
101 Ways to Pick Stock MarketWinners
US:https://www.amazon.com/dp/B0GPH96FZ8
UK:https://www.amazon.co.uk/dp/B0GPH96FZ8
#crypto #coinbase #bitcoin#ethereum #markets #investing #macro #clemchambers
This is not a drill. I’m out of the market completely.
In this video I explain why I’ve liquidated every majorposition, what I’m seeing in the NASDAQ Composite and S&P 500, and why Ithink this market is no longer tradable.
This isn’t about missing upside. This is about protectingcapital.
We’re now in a regime where liquidity is unstable, moves areviolent, and outcomes are increasingly driven by policy intervention ratherthan price discovery. That’s not a market I want to be exposed to.
From the publisher's feed