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Uranium May Be Entering a Long-Term Supply Crisis
This chart is showing a structural uranium deficit, and that is a very big deal. In plain English, demand for uranium is climbing while supply is failing to keep up. The green line is uranium demand, and it keeps rising…

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What This 70 Year Chart Says About the Next Move in Commodities
This chart tracks one of the cleanest pulse checks in the whole macro machine: US corporate profits as a share of GDP. In plain English, it shows how much of the economy’s total output is ending up as corporate profit,…

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The Silver Squeeze Is Real, This Chart Proves It
This chart shows the silver market in its simplest form: how much silver the world produces versus how much the world wants. For years, the market looked fairly balanced. Supply and demand moved close together, with only small surpluses. Then…

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