Welcome to Cut to the Deal, a space where I share my experiences in the market.
Cut to the News breaks down current events and their impact on the market.
The Playbook covers positions I’m taking or watching closely.
Markets once cracked under uncertainty — now they shrug it off. From trade wars to currency shocks, investors remain unfazed as speculation and optimism overshadow fundamentals. The question isn’t what happened to markets, but what happened to investing itself.
Rare earths remain overlooked, but the U.S.–Ukraine minerals deal and domestic subsidies point to future opportunities. MP Materials leads with government backing, Energy Fuels adds rare earth exposure to uranium, and Fluor offers speculative upside in Ukraine’s post-war rebuild.
Rare earth minerals are quietly becoming one of the most critical — and overlooked — investment opportunities of our time. While investors are fixated on buzzwords like AI and chips, the U.S. is struggling to keep pace with China, which dominates both mining and refining. With Washington now pushing for in-house refining despite its heavy costs, rare earth companies may soon see a surge in growth.
If you were stranded on a desert island and had to crack the stock market to escape, which 3 indicators would you choose?
I broke down Denise Chisholm’s, the Director of Quantitative Market Strategy at Fidelity, answer to that question
AI is changing the game, and sticking to old-school investing rules is a good way to get left behind. In this post, I break down my current top positions in my Roth IRA and explain why I trust my eyes, trends, and market buzz over traditional metrics—and why that mindset has me up 33% this year.