pyrot wrote: The general shape of the RE price curve over time reflects a bubble.....The main thing I can see hurting RE is a fall in demand caused by another global economic crisis. I full expect this to materialize in the near future but I'm not sure of the timing.
No disrespect to you pyrot because I think all opinions are equal here. But I believe fear and a bear case should require factual support just as exuberance and bull views should require the same.
I will give you credit for not saying "rare earths are not rare" even if you did say the same "prices have run too much" standard bear argument. Nothing personal my friend. I just feel like I'm living Groundhog Day over and over on this subject.
lynas, basket, from 80.4$ to 88.2$, page-16
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