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China vs U.S. and EU: The Money Supply Battle
This chart shows one of the biggest monetary power shifts of the last 25 years. Back in 2000, China’s broad money supply was tiny compared with the combined money machines of the United States and Europe. China was sitting at…

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This Chart Shows Why Gold Miners Could Be the Next Big Trade
This chart is basically asking one powerful question. When gold miners sell one ounce of gold, how much goes into keeping the mine running, and how much becomes margin? The green part is AISC, or all in sustaining cost. Think…

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Silver X Has 152 Million Ounces, Already Producing and Its Biggest Growth Phase May Still Be Ahead
In this video, we break down why Silver X is becoming one of the more interesting silver growth stories in the market. We cover Tangana’s current production, the 152Moz AgEq resource across Nueva Recuperada, the 2025 PEA economics, and why…

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