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The Global Guru

Ex-China Rare Earths: 5 Stocks That Could Go Vertical

Oct 22, 2025
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How to Play the New Cold War Commodity Squeeze

In geopolitics – as in investing – the real danger is often what you don’t see coming.

In 1973, the Arab oil embargo sent shockwaves through the West. Gas lines snaked for miles. Inflation soared. A single choke point in global supply brought the world’s most powerful economies to their knees.

Fast-forward to …

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