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RE: TIB: Today I Bought (and Sold) - An Investors Journal #377 - Semiconductors, Marijuana, Australian Banks, Rare Earths, US Technology
I was surprised to see that Rare Metals ETF be split in half despite high demand continuing in most products. May be a great to time to scale into a position for the long term.
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Two things happening here:
Those steel tariffs have been a massive driver of industry and economic disruption. People talk about China but those steeel tariffs are the heart of the problem.