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27/08/2026

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

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4th Turning

About Us

We spent more than a decade as a forex trader before discovering a simpler truth: macro thinking beats trading noise. That the exact date we became a value investor. Our investing framework focuses on fundamentals, cycles, ratio charts, and technical timing. If you want to understand markets without the Wall Street jargon, follow along. About Us.

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Deep Dive51
Deep Dive Series38
General Roadmap5
Latest204
Macro Fundamental81
Market Cycles11
Ratio Charts50
Technical Timing9
Yearly Roadmap4

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AI america australia canada cash clean energy commodities copper critical metals critical minerals cycle debt energy storage equities FCF financial markets geopolitical risks gold Gold Mining growth potential India inflation interest rates investment opportunities investment strategy junior miners market analysis market sentiment market valuation market volatility Mexico miner mining mining stocks nevada nuclear energy oil precious metals renewable energy resource sector risk management silver stock stocks treasury

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