First-level thinking sees China's monopoly on rare earths as absolute. Second-level thinking sees King Americus's grand strategy to dismantle it. A new world order is being forged in critical minerals, creating a historic opportunity for the patient investor. The accumulation phase has begun.
While consensus fixates on palladium's weak demand narrative, our data reveals a different reality. A multi-year accumulation base, supported by a geopolitical supply floor, shows the negative story is priced in. The smart money is positioning for the inevitable. The inflection point is likely now.
