Rare Earth Stocks Explode as China Clamps Down on Exports

Published on October 28, 2025

Earlier this week, several of my friends texted me in frustration, letting me know that they couldn’t place trades on Coinbase or Robinhood. The culprit wasn’t market volatility or government regulation, but something far more mundane: a cloud outage.

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What’s Going On With Gold?

October 28, 2025
If gold were the perfect hedge for inflation—it isn’t—then gold prices divided by the overall price level would be constant over time. However, real gold prices (adjusted for inflation by dividing by the CPI price level) are currently at multi-decade highs.

Valuation Metrics in Emerging Debt: 3Q25

October 28, 2025
Local currency rates and FX screen very cheap, while hard currency credit is rich.