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Everyone Is Positioned for Good News. Almost No Defense Left, What Happens Next to Commodities
This chart shows how much investors allocated to three defensive areas at risk on cycle lows: cash, bonds, and defensive equities. When these lines fall, investors are carrying less protection and leaning harder into growth, cyclicals, and higher beta assets.…

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West Red Lake Gold, This Junior Gold Mine Just Hit Commercial Production, 120k oz Roadmap at $7,000 Gold
Disclaimer This material is provided for informational and educational purposes only and should not be considered financial, investment, legal, tax, or other professional advice. The views expressed are based on publicly available information, company filings, technical reports, news releases, corporate…

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Vizsla Silver 111% IRR Project: Why Panuco Changes Everything + Security Risk?
Disclaimer This material is provided for informational and educational purposes only and should not be considered financial, investment, legal, tax, or other professional advice. The views expressed are based on publicly available information, company filings, technical reports, news releases, company…

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