You've probably read all the arguments for rare earths already, so I won't rehash them here.  Just reflecting a real trade where I'm getting in for what should hopefully be a fairly conservative and steady gain off of discount prices on this commodity. Clearly it's useful in the production of all the new mobile devices and I don't see that slowing down any time soon.  As someone with a rare earth literally coarsing through my veins right now, I feel compelled to buy.