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Solar Just Passed Coal, but the Biggest Opportunity May Not Be Solar Stocks
This chart captures a symbolic turning point in the US power market. In May 2026, solar moved above coal in the electricity generation mix for the first time. The orange line is solar’s share of total power generation. The black…

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Nevada A2Gold Silver Giant: 1.4Moz Gold + 20Moz Silver Potential, Kinross-Backed Nevada Play Exploding?
A2Gold Corp. TSXV: AUAU / OTCQX: AUXXF / FRA: RR7 Introduction A2Gold Corp., formerly known as Allegiant Gold, is a Nevada-focused precious-metals exploration company advancing two major district-scale projects: the Eastside Gold-Silver Project in Esmeralda County and the recently acquired Taylor…

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Multi-Metal Junior + Critical Materials With 558% IRR And One-Year Payback Trading Under $2
In this deep dive series, we discover Denarius Metals, a unique junior miner already producing gold and silver from its Colombian, Zancudo project. With exceptional grades (up to 11.5g/t Au), remarkable economics (558% IRR), and $11M left to spend on…

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