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24/08/2026

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

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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

Aussie’s Barton Gold, No Debt Miner with 1 Mill That Changes Everything

In this video, we break down why Barton Gold is shaping up as a compelling ASX gold development story. We cover its 2.234Moz gold resource base, the existing Central Gawler mill, Challenger

06/05/2026

Deep Dive Series·Latest

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

Polymetals Resources The Tiny Aussie Stock, From Concentrate Shipments to Big Cash Flow Potential

In this video, we break down why Polymetals Resources is shaping up as a high-upside Australian silver-zinc-lead restart story. We cover the Endeavor mine ramp-up, regular concentrate shipment milestones, balance sheet improvement,

04/05/2026

Deep Dive Series·Latest

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

Barton Gold, 96% Undervalued: 2.23Moz Resource, $1.4B NPV Scoping Study & Instant Restart Path

Disclaimer This material is provided for informational and educational purposes only and should not be considered financial, investment, legal, tax, or other professional advice. The views expressed are based on publicly available

04/05/2026

Deep Dive·Latest

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

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