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China Is Quietly Trading US Debt for Gold
This chart tells its story through two lines moving in opposite directions. China’s US Treasury holdings rise, peak above $1 trillion, then retreat to $682.6 billion. Gold reserves do the reverse. They remain subdued for years, then climb in stages…

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Argenta Silver, Frank Giustra’s Giant Play: 49Moz Resource with 100x Upside Potential
In this deep dive series, we discuss Argenta Silver Corp. (TSXV: AGAG), a stock that owns the high-grade El Quevar silver project in Argentina with 49.4Moz silver at 482 g/t Ag. Backed by mining legends Frank Giustra and Eduardo Elsztain,…

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Mining Margins Hit 31%. No Other Challenger, Here Is Why It Matters
This chart is not just comparing profit margins. It is showing where the money is being made. At the top, the mining industry stands out with a median profit margin of 31 percent. That is almost double financials and technology…

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