REMX - REMX: The Rare Earth Metal Rally May Be Reaching Peak

• The rare earth metal rally has led to stellar gains for REMX, as last year's volatile fluctuations led to a major supply-demand imbalance in the market.
• While I have been a long-term bull on rare earth miners, I am now moderately bearish as it seems the tides have shifted against the complex.
• Base and rare earth metals are no longer rising as it appears China is increasing output and U.S. demand may be topping out.
• Efforts to boost U.S. rare earth mining, while seemingly necessary, may lead to a long-term glut in the market.
• REMX's immense exposure to China is problematic, considering the CCP does not technically allow foreign investment into its rare earth mining industry.

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