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Strategies & Market Trends : ajtj's Post-Lobotomy Market Charts and Thoughts
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To: Sun Tzu who wrote (96274)10/27/2025 10:59:24 AM
From: Sun Tzu1 Recommendation

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ajtj99

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MP is at the support and it is the bellwether for all rare earth stocks.
Andy had a poll, "If Bessent is a genius and it works with China, what will you buy?" Then he listed the usual suspects (SPX, TLT, one or both...). I said I would short rare earth stocks.

It wasn't on the menu, but he liked the idea.

Just to have some perspective, MP is now $64, down from $100.
But this doesn't mean it can't drop another 40%.

PS It used to be one of my largest holdings. But I was lucky and sold one day after it peaked.
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