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23/08/2026

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

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Silverco Mining’s Cusi Could Be the Near-Restart Silver Stock for Big Torque

In this video, we break down why Silverco Mining is shaping up as a high-risk, high-upside silver restart story in Mexico. We cover the updated Cusi resource, the permitted 1,200 tpd mill,

02/05/2026

Deep Dive Series·Latest

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

The Hidden Market Cycle That Every Investor Needs to Understand

What this chart shows is the full rhythm of the SP 500 across more than seven decades, split into bull markets and bear markets. Blue is the good part. Red is the

01/05/2026

Latest·Macro Fundamental·Market Cycles

Manuka Resources, From Wonawinta Restart to Taranaki 30x Upside?

In this video, we break down why Manuka Resources is shaping up as a high-risk, high-upside silver and gold restart story for 2026. We cover the Wonawinta plant restart, feed from Wonawinta

29/04/2026

Deep Dive Series·Latest

Gold Is Already Winning in Almost Every Currency

This chart is a quiet little bombshell. At first glance, it looks simple. Gold in a list of developed market currencies is sitting just below its all-time high. But the real story

29/04/2026

Latest·Macro Fundamental·Ratio Charts

Lahontan Gold – Could Be the Undervalued 15,000% Nevada Gold

In this video, we break down why Lahontan Gold is shaping up as a high-upside Nevada gold optionality play. We cover the Santa Fe project, the upcoming 2026 resource and PEA updates,

28/04/2026

Deep Dive Series·Latest

Every Time Oil Shocked the World Inflation Exploded

This chart is making a very sharp point. Every time a major oil shock hit while inflation looked manageable at the start, the final inflation outcome turned out far worse than policymakers

27/04/2026

Latest·Macro Fundamental

This Gold Chart Explains the Average Bull vs Bear Battle in One Look

This chart is basically a stress test of gold’s personality across market cycles. It maps gold bull markets in blue and bear markets in red, showing how long each phase lasted and

26/04/2026

Latest·Macro Fundamental·Market Cycles

Thor Explorations – An Overlooked Gold Miner Could Transform From One-Mine Story to Two-Mine Beast

In this video, we break down why Thor Explorations is becoming one of the more interesting gold stories in West Africa. We cover Segilola’s cash flow engine, the upcoming Douta PFS, exploration

25/04/2026

Deep Dive Series·Latest

The Brutal Pattern Behind Oil Surges and Recessions

This chart is a quick history lesson in what happens when oil suddenly becomes the main character of the global economy. At its core, the image tracks major oil shock episodes, how

24/04/2026

Latest·Macro Fundamental

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