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
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.
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
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
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
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.
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,
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
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
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
