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24/08/2026

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

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Latest - Page 15

The Mining Sector Now Only 1% of Global Equities

Here’s the real message of this chart. It shows how small the mining industry has become relative to the total global stock market. Back in the early and mid 1900s, mining made

01/04/2026

Latest·Macro Fundamental·Ratio Charts

From China to Europe The Great Rotation in US Debt Holdings

This chart tracks who has been financing America’s debt market over the last two decades. And the big reveal is not just that foreign ownership changed. It is who changed, and what

31/03/2026

Latest·Macro Fundamental

What Gold vs Commodities Is Telling Us About the Real Economy

This chart is a simple but powerful way to show a market truth that most people miss. On one side, you have gold. On the other, you have a broad equal-weighted commodity

30/03/2026

Latest·Macro Fundamental·Ratio Charts

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

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