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JW
James Whelan

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The Weekly Finger: Winning by Not Getting Cute
Markets pivot as US unveils a $12B strategic minerals stockpile; hard assets gain as supply chains become national security. What this means for ASX.
2 min read

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China’s Midstream Metals Dominance Sparks Strategic Alarm
China controls 50-98% of midstream refining and smelting, sparking Western strategic alarm; ASX rare-earth stocks surge as Australia positions itself.
3 min read