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Gold Is Moving Like the Early Stage of a Major Hard Asset Rotation
This chart takes three secular Gold to Dow cycles and puts them on the same indexed scale, so you can compare them without getting distracted by raw numbers. In other words, it strips away size differences and asks a cleaner…

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The Deficit Time Bomb Hiding in Plain Sight
This chart shows the projected US federal budget deficit from 2019 through 2034. In plain English, it shows how much more the government is expected to spend than it collects in revenue each year. And the big message is not…

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

