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It is refreshing that he has chosen at least temporarily not to post his usual bashing of those investing "long" in rare earths.
Perhaps he is in currently enjoying a luxurious vacation on his oversized floating barge, half way around the world. Hope the sailing's calm, the booze is smooth,and the ladies fine.
He may be a member if the 1 % economic club we hear so much about this election season, but spiritually he is in the 1% club in the direction he invests in the rare earth markets.