$USA Rare Earth Inc.(USAR)$  Key Points Asia Rallies on Truce: Japan’s Nikkei hits a record as a Trump–Xi rare-earths truce lifts risk sentiment; Korea gains on Nvidia-led AI investments while China’s PMI at 49 underscores drag. Auto Chip Squeeze: Dutch takeover of Nexperia and China export blocks spark a legacy-chip shortage; Honda trims output and OEM “war rooms” race to avoid Q4 line stoppages. Rare Earths Pop: U.S.-listed rare-earths miners rise as Beijing delays new export controls for one year after the Trump–Xi meeting, easing near-term supply risk though prior curbs remain. China More Investible (Cautiously): Tariff relief and limited tech access temper geopolitical overhangs, but foreign exposure stays low despite strong CSI 300/HSI

Global markets were buoyed on Monday morning by expectations of another Fed rate cut and growing optimism that the US and China are moving closer to a trade deal, following comments from President Donald Trump.

Very challenging and powerful.

I guess this is good decision for market 

The Fed's 25bps cut was priced in for weeks, so the market's initial pop felt more like relief than surprise. Powell's "December is not a done deal" line kept the door open for a pause, which means the bond market will stay on edge until the next jobs report. I'm watching the 10-year yield—if it holds below 4.3 %, risk assets still have room to run; anything north of 4.5 % and the party could stall. Nvidia single-handedly dragged the S&P 500 to a fresh high, but breadth is narrowing fast. When one name carries the index, I treat it as a yellow flag rather than a green light. My portfolio is overweight tech, yet I trimmed some Nvidia yesterday to raise cash—call it profit-taking with an eye on rotation into small-caps if the Russell 2000 can finally break 230. Gold rebounding to $4,000

Fee will be in the dilemma whether to cut or raise if both inflation and unemployment are high. [Miser]  

Here’s my view on the current market environment — in particular, the interplay between equities (stocks) and gold — given the latest key developments from the Federal Reserve (Fed) and the recent behaviour of bullion. --- Key background/context The Fed cut interest rates by 25 basis points to a target range of 3.75 %–4.00 %.  The Fed also announced it will end or very sharply reduce its quantitative-tightening (QT) / balance sheet runoff programme from 1 December, meaning it will stop shrinking its holdings of Treasuries and instead roll them over.  Importantly, the Fed emphasised that a rate cut in December is by no means assured — the decision remains data-dependent.  On gold: The metal recently breached USD $4,000 per ounce for the first time and is being driven by a com

Gold is still a safe haven amidst this uncertainty. Pullback is just institutions taking profit. 

Buckle up, investors – the Fed just unleashed a 25bps rate cut, slamming rates to 3.75%-4.00% and declaring quantitative tightening dead as of December 1. That's a massive liquidity injection straight into the veins of the economy, fueling risk assets like never before. Powell threw some cold water, insisting a December cut isn't locked in amid economic uncertainties, but the market shrugged it off with fresh records. The S&P 500 clawed to 6898, up 0.10% in a volatile session, while the Nasdaq surged 0.55% to 23,958, powered by tech giants digesting earnings beats. Dow dipped slightly to 47,632, down 0.16%, but overall breadth screams resilience despite mixed signals. Nvidia's the rocket fuel here – blasting past $5 trillion market cap on stellar data center revenue exploding to $115 b

Looks like going for gold is still a safer bet long term to preserve our cash positions. 

Overview — Investors Turn Cautious After Fed Hints at Pause Global markets showed mixed performances as comments from Federal Reserve Chair Jerome Powell dampened expectations of further rate cuts in 2025. While the U.S. and Europe experienced muted or negative movements, Asia rallied on renewed optimism in technology and easing monetary conditions. US — Powell’s Remarks Temper Market Optimism U.S. equities ended mixed after the Fed’s latest policy meeting. The Dow Jones Industrial Average $DJIA(.DJI)$  slipped 74.37 points to 47,632.00 (-0.2%), while the S&P 500 $S&P 500(.SPX)$  was nearly flat at 6,890.59. The Nasdaq Composi

Hope the meeting is positive to trigger stock and gold rise together. 

$SPDR Gold Shares(GLD)$   It's under the 20 day moving average so not out of the woods yet. After a sharp pullback, a rebound is normal. I think it will drop and money will rotate into crypto, BTC. DIGITAL Gold. Stocks will continue to go up.

Hope can rise together. 

1. Yes 2. Bottom fish 3. >4000 4. > 4000

Oh wait, just a sec, so the bull run of gold is over? Hmm, last week there was an article in here from a credible source I thought, Goldman maybe, can't be certain. I read so much crap daily it's hard to recall, but whoever it was, predicted gold was going to $5000. And now it's Going to $3,800? According to this post I'm responding too. How can we possibly be successful investors in this current environment when everyone has an option and yet nobody is accountable for their opinions, cause obviously it's NOT investment advice, and yet it is. How does the average investor move forward and make money in this environment of stupidity and no accountability? Well, I have figured something out actually. would you like to know more? It's quite easy actually, but I requires a considerable amount

$ETFS Physical Gold(GOLD.AU)$ $SPDR Gold Shares(GLD)$  I'm continue to be bullish on gold. While now it is having a pull back, it is good time to look for support before adding some considering rebalancing of portfolio. I think gold is ideal to be 10% of total portfolio. I think it is not for making money but as a safety asset just in case some bad things happen like war break out or hyperinflation. In addition it works well as a store of value. The other 90% of portfolio can grow, this 10% just like insurance. Buy and forget, if needed can keep adding to 10%.