Capital Flows
· Capital Flows
· 30 июня 2026, 01:12
· ⏱ 2 мин чтения
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Резюме
The newsletter argues that capital is rotating back into hardware, physical supply chains, and critical minerals—particularly rare earths—because of COVID and AI, and that the US's strategic position in these materials is fragile. However, the article is primarily promotional for a livestream and a members-only report, containing no specific tradeable ideas or named securities.
•COVID and AI together pulled capital back into hardware and physical supply chains.
•The US strategic position in critical minerals and rare earth magnets is described as fragile.
•A free recording of a conversation with Adam Rossi on the 'Rare Earth Playbook' is available via YouTube.
•A paid subscriber section is promised that breaks down the rare earth metals complex, but no content from that section is included in the article.