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28/09/2026

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

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Macro Fundamental - Page 4

China vs U.S. and EU: The Money Supply Battle

This chart shows one of the biggest monetary power shifts of the last 25 years. Back in 2000, China’s broad money supply was tiny compared with the combined money machines of the

11/05/2026

Latest·Macro Fundamental·Ratio Charts

This Chart Shows Why Gold Miners Could Be the Next Big Trade

This chart is basically asking one powerful question. When gold miners sell one ounce of gold, how much goes into keeping the mine running, and how much becomes margin? The green part

10/05/2026

Latest·Macro Fundamental·Ratio Charts

The Copper Discovery Collapse Nobody Is Talking About

This chart is showing one of the most important stories in the copper market, and honestly, it is not getting enough attention. Copper new discoveries have collapsed. Back in the 1990s and

09/05/2026

Latest·Macro Fundamental

The M2 Money Supply Chart Says Gold Is Still Cheap as December 2025

This chart is basically asking one explosive question as data on December 2025. What would gold be worth today if it kept pace with the money supply? The yellow line shows the

08/05/2026

Latest·Macro Fundamental·Ratio Charts

The World Runs on Helium and Only a Few Countries Control It

This image shows the global helium production landscape in 2025, and the message is very clear. The United States is still the heavyweight champion, producing 81 million cubic meters of helium. Qatar

07/05/2026

Latest·Macro Fundamental

Gold Is Making A Comeback In Global Reserves

This chart is basically the long movie of gold’s role inside central bank reserves. And wow, what a storyline. Back in the 1960s, gold was the heavyweight champion, making up more than

06/05/2026

Latest·Macro Fundamental

The Inflation Chart Wall Street Does Not Want To Talk About

This chart is basically a giant warning light for the inflation story. The yellow line shows broad commodities. The blue line shows US CPI inflation. For most people, CPI is the headline

05/05/2026

Latest·Macro Fundamental·Ratio Charts

The Real Reason Mine Supply Cannot Grow Fast

This chart is basically Newmont opening the hood and showing where the mining machine burns cash. And the answer is simple. Half of direct operating costs come from labor. Not diesel. Not

04/05/2026

Latest·Macro Fundamental

The Last Gold’s Bull Got 20 Major Corrections

This chart is a reminder that even strong bull markets do not move in a straight line. It tracks the major corrections inside the 2001 to 2011 bull market and shows something

03/05/2026

Latest·Macro Fundamental

China’s Role in Global Liquidity Is Bigger Than You Think

This chart is basically showing the world’s money engine, and China is no longer sitting in the passenger seat. It is one of the biggest pistons in the machine. The image tracks

02/05/2026

Latest·Macro Fundamental

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