WorldWide Markets with Simon Brown

Rare Earth Minerals. Not so rare, but worth a look?


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Gold Pullback in Focus

  • Gold surged to $3,500 before a sharp pullback to $3,321.
  • Simon breaks down what caused the spike — including comments from Trump about Powell and rate cuts.
  • Weekly chart shows potential kangaroo tail reversal — possible zone to watch: $2,800–$3,000.

Gold | Weekly | 23 April 2025

Trump, Powell & IMF Forecast Downgrades
  • Trump critiques Powell and Fed policy while possibly setting up a scapegoat.
  • IMF cuts global growth forecasts from 3.2% to 2.8%.
  • South Africa's expected GDP is now at 1% — far below Treasury’s 1.9% target.
Rare Earths: Not So Rare, Still Strategic
  • China's dominance in rare earths: 69% production, 90% processing.
  • Simon looks at the VanEck Rare Earth/Strategic Metals ETF (REMX) as a thematic play.
  • Pros & cons of investing in rare earths — not fully sold on the ETF himself.
Flashback: 5 Years Since Negative Oil
  • Remember April 2020? Oil went negative (-$40.32)!
  • Breakdown of why it happened (physical settlement, lack of storage).
  • One of the wildest moments in market history.

21 April 2020 | WTO goes negative

New Battery Tech from China’s CATL
  • Sodium-ion batteries could rival lithium: cheaper, safer, fast-charging.
  • CATL is profitable and pays a dividend, but listed in Shenzhen, making access tricky.
Aspen's R2 Billion Hit
  • Brief mention of Aspen's contract dispute and loss.
  • Lack of transparency continues to damage trust in management.

Simon Brown

* I hold ungeared positions.

All charts by KoyFin | Get 10% off your order

 

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