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July 15, 2026

Commodities Trader. Macro & Data Analyst.

Browse Tag

copper

China Is Quietly Trading US Debt for Gold

This chart tells its story through two lines moving in opposite directions. China’s US Treasury holdings rise, peak above $1 trillion, then retreat to $682.6 billion. Gold reserves do the reverse. They

July 12, 2026

Latest·Macro Fundamental·Ratio Charts

Mining Margins Hit 31%. No Other Challenger, Here Is Why It Matters

This chart is not just comparing profit margins. It is showing where the money is being made. At the top, the mining industry stands out with a median profit margin of 31

July 8, 2026

Latest·Macro Fundamental·Ratio Charts

Past Supercycles Lasted 14 to 22 Years. This One Is Only 6

This chart is basically the commodity market’s history book in one clean picture. It shows past supercycles lasting 18, 22, 17, and 14 years, while the current cycle from 2020 to today

June 24, 2026

Latest·Macro Fundamental·Market Cycles·Ratio Charts

Alkane Resources, 3-Mine Gold & Antimony Producer Emerges After Mandalay Merger

In this deep dive series, we examine Alkane Resources (ASX: ALK / TSX: ALK), which has transformed into a cash-generating multi-mine gold and antimony producer following the 2025 Mandalay merger. With operations

June 22, 2026

Deep Dive Series·Latest

Silver Tiger Metals: Permitted Mine + $304M Underground PEA, Low AISC, First Pour 2027

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

June 20, 2026

Deep Dive·Latest

Silver Storm Mining, 34 Million Oz Produced, Now Targeting Q2 2026 Restart

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

June 20, 2026

Deep Dive·Latest

Silver One Resources, US$0.96/oz for 137Moz AgEq Past-Producing Silver Project, Eric Sprott Owns 15.61%

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

June 20, 2026

Deep Dive·Latest

Silver Mines, Australia’s Largest Undeveloped Silver Project Just Got a Low-Cost Makeover

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

June 20, 2026

Deep Dive·Latest

Santacruz Silver, 5.6M Oz Silver Producer Trading at Low Multiples, 100X Per-Share Upside in $200 Silver

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

June 18, 2026

Deep Dive·Latest

Aftermath Silver, Debt-Free Junior with 122 Moz Silver + Battery-Grade Manganese Still at US$214M FD Market Cap

In this deep dive series, we discuss Aftermath Silver that controls the massive silver-copper-manganese project in Peru at 122.5 Moz Ag M&I plus 2.93Mt manganese and 717Mlb copper. Their recent high-grade drilling

June 15, 2026

Deep Dive Series·Latest

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