Already said the policies of Donald Trump need to be up-date, up-hour, up-minute and up-second, he is chickening out again! He gave a speech in Davos forum that he would not use force to acquire Greenland. Therefore, yesterday I listed several rare earth related stocks and said they would be benefitted. However, CAT and AMTM have a wider scope beyond rare earth that means even if market focus is changed, they are still promising. LMT is directly developing F-35 and will be more sensitive. UUUU and UUU are 2 different stocks, but both worthwhile to invest. MP is developing local rare earth in US, but light magnetic, not as important as heavy rare earth in Greenland.
The market has risen a lot and therefore any winds can bring a stronger correction. The peculiar of US stock market is that rising will be very slow, but falling will be very fast. So, when adjustment comes, no need to afraid, it will pass away very soon. People just treat it as another chance for buying in. There would not be any new recommendations today, instead better have deeper research of the stocks yesterday. Such as the warning of Mars related stocks, buy it before it is too late.
Remember for what we called TACO (Trump is Always Chicken Out), should be viewed from both sides and not just the side of Trump. Still remember the 145% tariff of China, still remember how the Chinese vice-finance minister led 20 people to go to Treasury Building at 7:00am in the morning for meeting? This time NATO sent troops to Greenland, but UK only sent 1 person and Germany 12…… the total is 30. It is not a TV drama, why sent only 30 people to defense the largest island on earth?
Trump looked down upon NATO, it’s normal!
The whole NATO depends on US. Why Putin started the War in Ukraine, it is said NATO is expanding. They are cutting their budget actually, and Trump urged they must increase their budget to 2%, without US no one can stop the war. Even with US in Akasaka, no one can stop the war! So, what is the use of UN? What is the use of abiding in international law?
People complained if Trump uses force in Greenland, it is against international law. So, if they do not use force in Ukraine, who can stop the war? Just saying be constraint and keep cool. If negotiation can be done, there would not be World War I and II and we need not afraid of World War III. If capture of Maduro is against international law, who will blame the drug trafficking lasted for 10 years and killed 100K people in US. Who will stand up to have demonstration for them? Iran is using detrimental weapons in war against demonstrators and not tools to press down protesters, they are shooting at heads and eyes of demonstrators, who can save them when there is no F-35? Is international law only used to protect those shooting at heads and eyes of demonstrators?
If Trump uses force in Greenland, it is really against international law, but who brings the conditions to current state? They have all gone hibernation and when waken up already too late. Trump formed a strong ally with NATO and western countries since World War II, that is what is called universal value, or justice, democracy and human right, who can stand up to maintain and prevent World War III when it is broken? Just shouting keep calm without any action?
Is Trump using this as a bargaining power? He knows? Trump is looking down upon those white left who just rely on US, he is respecting Putin where the B22 bomber flied low upon his head and he still did not afraid. What investors need to do is not to evaluate who is right or who is wrong, better grasp chance to make more money in such a situation. Have you found out there is any changes after November 5th where China extended the deadline of rare earth supply for one more year? It is the Harvest Moon, and harvest time for investors. Year 2026 will be a rise of individual stocks rather than the whole market.