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02/09/2026

Value investor focused on mining opportunities. Commodities trader, macro & data analyst.

Monthly archive

March 2026 - Page 3

18.6 Property Cycles Recession Indicator

This chart tells a brutal but useful story. Property cycles do not die in a straight line. They slow, squeeze, rally one last time, then crack. And if this 2011 to 2029

09/03/2026

General Roadmap·Latest·Macro Fundamental·Market Cycles

The Collapse of Gold Backing of US Debts

This chart tells a brutal commodity-market story in one glance: gold didn’t get weaker, debt got faster. Back in the 1920s through early 1940s, US gold reserves covered a huge share of

08/03/2026

Latest·Macro Fundamental·Ratio Charts

Yearly Outlook for 2026

Our main theme for 2026 is simple: real assets. That is the big bet. The center of the map. The lane we believe deserves the closest attention as the next chapter of

07/03/2026

General Roadmap·Latest·Macro Fundamental·Market Cycles·Ratio Charts·Technical Timing·Yearly Roadmap

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