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24/08/2026

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

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Macro Fundamental - Page 2

This Tiny Commodity Market May Carry Big Strategic Power

This chart is basically tungsten walking into the room, clearing its throat, and reminding the commodity market that it is not just some obscure metal hiding in the periodic table. In the

30/06/2026

Latest·Macro Fundamental·Ratio Charts

Past Supercycles Lasted 14 to 22 Years. This One Is Only 6

This chart is basically the commodity market’s history book in one clean picture. It shows past supercycles lasting 18, 22, 17, and 14 years, while the current cycle from 2020 to today

24/06/2026

Latest·Macro Fundamental·Market Cycles·Ratio Charts

Why the 1973 Crash Did Not End When the Embargo Ended

This chart is the S&P 500’s long walk through the 1973 to 1974 oil embargo shock, and the message is brutally simple. The first punch was obvious. The recovery was not. The

16/06/2026

Latest·Macro Fundamental·Market Cycles·Ratio Charts

The World Needs More Copper, But Chile Is Starting To Struggle

This chart tells a very important story hiding in plain sight. Chile, the heavyweight champion of global copper supply, is no longer pushing production higher with the same force it once did.

13/06/2026

Latest·Macro Fundamental·Ratio Charts·Technical Timing

If This 75 Year Chart Holds, The Market May Not Be Done Yet

This chart tells a simple but powerful story. Since 1950, the S&P 500 has most often made its annual high in December, not in the middle of the year, not during the

10/06/2026

Latest·Macro Fundamental·Ratio Charts

Gold’s Secret Role During Every U.S. Recession

This chart shows what happened to the S&P 500 and gold during each U.S. recession since 1969, and the message is pretty clear. When the economy catches a cold, stocks often start

08/06/2026

Latest·Macro Fundamental·Ratio Charts

The 1970s Commodities Boom That Today’s Portfolios Are Not Ready

This chart is basically showing one of the biggest market ironies of our time. In the 1970s, the assets that absolutely exploded were the assets most investors barely owned. Oil went up

17/05/2026

Latest·Macro Fundamental·Ratio Charts

The Market Is Separating Real Value From Expensive Hype

This chart is basically the market’s truth detector for 2026. On one side, we have Shareholder Value Add, which measures how much a sector’s return on capital beats its cost of capital.

16/05/2026

Latest·Macro Fundamental·Ratio Charts

Why This 1.36 Trillion Dollar Chart Could Be Bullish for Gold

This chart shows one of the biggest silent pressures building inside the U.S. economy. The government interest payments have exploded to about 1.36 trillion dollars by Q1 2025. In simple words, this

14/05/2026

Latest·Macro Fundamental

This Chart Shows From Collapsed Mining Sector To Drowning In Record Cash

This chart is basically the cash register of the gold and silver mining sector. It shows aggregate free cash flow from the top 50 miners listed in Canada and the United States,

12/05/2026

Latest·Macro Fundamental·Ratio Charts

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