Calls
1
Meredith Whitney
Founder, Meredith Whitney Advisory Group
Win Rate
0.0%
return
-29.6%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Mar 02
$103.20
-29.6%
Whitney discusses the "Middle Corridor" (Central Asia) and the "Board of Peace," noting these countries have "dense and rich rare earth mineral content." As global trade routes fracture (Russia blocked, Middle East blocked), the US is forced to develop new supply chains for critical minerals outside of China/Russia/Iran spheres. This directs capital flows to rare earth miners and processors in friendly or neutral jurisdictions. LONG. A geopolitical hedge against supply chain weaponization. Long lead times for mining projects to generate revenue.
Whitney discusses the "Middle Corridor" (Central Asia) and the "Board of Peace," noting these countries have "dense and rich rare earth mineral content." As global trade routes fracture (Russia blocked, Middle East blocked), the US is forced to develop new supply chains for critical minerals outside of China/Russia/Iran spheres. This directs capital flows to rare earth miners and processors in friendly or neutral jurisdictions. LONG. A geopolitical hedge against supply chain weaponization. Long lead times for mining projects to generate revenue.
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Meredith Whitney has 1 trade ideas tracked on Buzzberg across 1 tickers since March 2026. Most covered: REMX.
