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The 1970s Made Commodity Investors Rich. Today Almost Nobody Is Positioned
This chart tells a simple story, when inflation changes the rules, the assets that investors ignore can suddenly become the assets everyone wants. During the 1970s, the global financial system was hit by a powerful combination of currency instability, oil…
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Wallbridge Mining 20-for-1 & Sunday Lake Rebrand Hit Sep 29, Fenelon PEA: $706M NPV, $1,046 AISC
In this deep dive series, we discuss Wallbridge Mining (TSX: WM), a company that controls Fenelon and Martiniere on Quebec’s Detour-Fenelon trend. The March 2025 PEA shows 107koz/year over 16 years, US$1,046 AISC, and C$706M after-tax NPV5% at US$2,200 gold.…
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This Leading Indicator Says Inflation Is Not Finished Yet
This chart is basically inflation’s smoke detector. The black line shows US CPI, while the red line tracks the ISM Services Prices Paid Index pushed forward by 6 months. In simple terms, ISM is telling us whether businesses are paying…
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