Meredith Whitney

Founder, Meredith Whitney Advisory Group
· tracked since Mar 2026
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REMX long -4.7%
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REMX ×1
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REMX long 3 months ago
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7d 0%
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Average Return -4.7% Long Return -4.7% Short Return -
Average Return
7d -8.2%
30d -14.2%
90d -3.6%
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REMX VanEck R... VanEck Rare Earth/S...
Long
Mar 02
$103.20
-4.7%
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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