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24/08/2026

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

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What This 70 Year Chart Says About the Next Move in Commodities

This chart tracks one of the cleanest pulse checks in the whole macro machine: US corporate profits as a share of GDP. In plain English, it shows how much of the economy’s

22/03/2026

Latest·Macro Fundamental·Ratio Charts

The Silver Squeeze Is Real, This Chart Proves It

This chart shows the silver market in its simplest form: how much silver the world produces versus how much the world wants. For years, the market looked fairly balanced. Supply and demand

21/03/2026

Latest·Macro Fundamental

The $28 Trillion Imbalance Nobody Is Talking About

This chart shows one of the biggest shifts in the global financial system, and it is hiding in plain sight. What you are looking at is the gap between foreign-held U.S. assets

20/03/2026

Latest·Macro Fundamental·Ratio Charts

Commodity ETFs Have Been Abandoned for 15 Years

This chart is showing one very simple but very important thing: how much of the entire ETF universe is allocated to commodity ETFs, excluding precious metals. In plain English, it tells you

19/03/2026

Latest·Macro Fundamental·Ratio Charts

Truck Sales Sent Warning that Wall Street Ignoring

This chart is doing something very important. It strips away the illusion created by different units and puts both series on the same starting line. Once you do that, the message becomes

18/03/2026

Latest·Macro Fundamental·Ratio Charts

The Copper Crisis Nobody Is Ready For

This chart is a simple way of showing a very serious problem. Copper demand is climbing steadily into 2050, while supply is basically going sideways and then starts to slip. That black

17/03/2026

Latest·Macro Fundamental·Ratio Charts

Gold Took the Crown and the Market Is Sending a Warning

This chart is a snapshot of leadership, and right now the message is loud enough to wake the whole market. Gold is not just participating. It is dominating. On this proxy 2026

14/03/2026

Latest·Macro Fundamental·Ratio Charts

7 vs 493 Earnings Growth Convergence

What this chart is really showing is a change in market leadership under the hood. For the last two years, the Magnificent 7 carried the earnings story. In 2023, their profit growth

13/03/2026

Latest·Macro Fundamental·Ratio Charts

Commodity Side of Corporate Profit & Personal Income

This chart tells a commodity story hiding inside a profits story. Look at the split. Personal income rises steadily, like a worker climbing stairs one step at a time. Corporate profits, meanwhile,

12/03/2026

Latest·Macro Fundamental·Ratio Charts

What Commodities Open Interest Told Us

This chart tells a brutal story about size, and in markets, size matters because it shapes where capital can go and how violently prices can move. Look at the gap. US equities

11/03/2026

Latest·Macro Fundamental·Ratio Charts

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