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24/07/2026

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

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Macro Fundamental - Page 6

The Hidden Link Between Capital Intensity and the Next Raw Materials Cycle

This chart is basically a map of which parts of the stock market need the most money just to keep the machine running. At the top, you have utilities, basic resources, telecom,

29/03/2026

Latest·Macro Fundamental·Ratio Charts

Why Central Banks Are Dumping Paper for Gold

This chart shows a quiet but very important shift in the plumbing of the global financial system. Foreign central banks are holding a bigger share of their reserves in gold, while their

28/03/2026

Latest·Macro Fundamental

Big Money Chose Tech Over Resources and Now the Bill Is Coming Due

This chart is a quiet bombshell. What it shows is the share of S&P 500 corporate capex going into two very different parts of the economy: tech and related sectors in black,

27/03/2026

Latest·Macro Fundamental·Ratio Charts

The Global Gold Pipeline Is Drying Up Fast

This chart shows one of the most important but underappreciated stories in the gold market: the world is finding less and less big gold. Back in the 1990s, major discoveries were coming

26/03/2026

Latest·Macro Fundamental

The Bond Market Is Quietly Telling You Something Big

This chart tracks two parts of the US bond market from 2021 to early 2026. The blue line is the 3-month Treasury yield, which reflects short-term interest rates and is heavily driven

25/03/2026

Latest·Macro Fundamental·Ratio Charts

The One Chart That Explains Why Gold Keeps Rising

This chart is telling a very simple but very powerful story. On one side, you have US government debt as a share of GDP climbing over time. On the other, you have

24/03/2026

Latest·Macro Fundamental

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

23/03/2026

Latest·Macro Fundamental

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

22/03/2026

Latest·Macro Fundamental·Ratio Charts

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

21/03/2026

Latest·Macro Fundamental

The $28 Trillion Imbalance Nobody Is Talking About

This chart shows one of the biggest shifts in the global financial system, and it is hiding in plain sight. What you are looking at is the gap between foreign-held U.S. assets

20/03/2026

Latest·Macro Fundamental·Ratio Charts

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