-
Commodity Side of Corporate Profit & Personal Income
This chart tells a commodity story hiding inside a profits story. Look at the split. Personal income rises steadily, like a worker climbing stairs one step at a time. Corporate profits, meanwhile, move like a mining truck on a mountain…

-
What Commodities Open Interest Told Us
This chart tells a brutal story about size, and in markets, size matters because it shapes where capital can go and how violently prices can move. Look at the gap. US equities sit at roughly 72.7 trillion dollars. Privately owned…

-
Stock vs Gold, Bubble They Say
This chart says the big money game still favors stocks over gold, but the gap is not screaming bubble-level dominance across every year. Only 2011 and 2012 sit in gold’s camp. Everything after that leans toward stocks, with many years…

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