Dark

Light

24/08/2026

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

Browse Category

Latest - Page 10

New Found Gold Has 2 Million Ounces, From Discovery Dream to Production Machine

In this video, we break down why New Found Gold is evolving from a high-profile discovery story into a serious Canadian gold development play. We cover Queensway’s 2.0Moz resource, Hammerdown as the

18/05/2026

Deep Dive Series·Latest

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

Blackrock Silver, High-Grade Nevada Silver Story That Has the Kind of Leverage Bulls Dream About

In this video, we break down why Blackrock Silver is shaping up as one of the most exciting high-grade silver stories in Nevada. We cover Tonopah West, its 123.1Moz AgEq resource, the

15/05/2026

Deep Dive Series·Latest

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

Boab Metals, This ASX Silver Stock Has 53 Million Ounces and Construction Is Already Underway

In this video, we break down why Boab Metals is shaping up as one of the more compelling silver-lead development stories on the ASX. We cover Sorby Hills, its 53Moz silver resource,

12/05/2026

Deep Dive Series·Latest

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

Silver X Has 152 Million Ounces, Already Producing and Its Biggest Growth Phase May Still Be Ahead

In this video, we break down why Silver X is becoming one of the more interesting silver growth stories in the market. We cover Tangana’s current production, the 152Moz AgEq resource across

09/05/2026

Deep Dive Series·Latest

Previous 1 … 8 9 10 11 12 … 20 Next

Go toTop