Sure, but if they do -10% after a CN deal, while doing +30% in the last days, AND keeping ur port safe during random tweet wars, ur still ahead. Theyre also more resilient than back in April, since ppl realized that deal or no deal with China, US will have to build its own rare earth supplier/processors in the long term. So for example second 90 day extension etc, or tweets about "magnets are flowing" didnt completely derail the market, who kept going.

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Don't have one atm - I was waiting for the stock to drop to the 20s but it's been in an upward channel the past month so I'm thinking it's just time to get wet; trying to trim my US exposure. [https://www.mckinsey.com/cn/our-insights/our-insights/mid-year-update-five-surprises-from-chinas-consumer-market](https://www.mckinsey.com/cn/our-insights/our-insights/mid-year-update-five-surprises-from-chinas-consumer-market) *While consumer sentiment has only seen marginal improvement, we reported in June that* ***it remains well above the levels of sentiment in mature markets like the United States, Western Europe, or Japan***\*...\* and *While some categories such as apparel and cosmetics continue to face challenges,* ***recent data paints a picture of a Chinese consumer that is willing to spend again.***

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