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The 1970s Commodities Boom That Today’s Portfolios Are Not Ready
This chart is basically showing one of the biggest market ironies of our time. In the 1970s, the assets that absolutely exploded were the assets most investors barely owned. Oil went up 10 times. Gold went up 23 times. Silver…

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The Market Is Separating Real Value From Expensive Hype
This chart is basically the market’s truth detector for 2026. On one side, we have Shareholder Value Add, which measures how much a sector’s return on capital beats its cost of capital. In simple English, it asks one powerful question.…

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Blackrock Silver, High-Grade Nevada Silver Story That Has the Kind of Leverage Bulls Dream About
In this video, we break down why Blackrock Silver is shaping up as one of the most exciting high-grade silver stories in Nevada. We cover Tonopah West, its 123.1Moz AgEq resource, the 2026 PEA, strong economics at conservative silver prices,…

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