Joining some dots….Middle East-Rare Earths…Alcoa as an AI play…Microsoft and Open AI….Operator, not Investor.

Dropping out of the daily flow of things from time to time is good. It allows the….Noise…..to get tuned out and provides the space to build simple mental models of the…Big Picture….that in turn inform and drive the small stuff. This is what became clearer to me. ECONOMIC MINERAL WAR. You can’t have missed the…Finger...

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