cycle – RockeTeller

Bravo Mining, 15Moz PGM. $94M Cash. 49% IRR. Is This Next Avanco?

Bravo Mining Corp. TSXV: BRVO / OTCQX: BRVMF Introduction Bravo Mining Corp. is a Canadian- and Brazil-based mineral exploration and development company focused on advancing its 100%-owned Luanga PGM+Au+Ni Project in Para

14/09/2026

Deep Dive·Latest

Private Gold Allocation Was 7.3% in 1981. Today It Is Just 2.45%

This chart tells a surprisingly simple story. Gold has already exploded higher in price, but private investors still barely own it. That is the stronger story. The key is not simply that

07/09/2026

Latest·Macro Fundamental·Market Cycles·Ratio Charts

Honey Badger: 766g/t AgEq, 5km of Tunnels, Mill Already There, Why September’s PEA Matters

Honey Badger Silver Inc. TSXV: TUF / OTCQB: HBEIF / FSE: 1QA / Tradegate: 1QA Introduction Honey Badger Silver Inc. is a Canadian silver and critical-minerals development company with a portfolio of eight

30/08/2026

Deep Dive·Latest

Gold Miners vs Stocks Are Approaching a 15 Year Pattern Break. Only the Beginning

This chart tracks GDX against the S&P 500, measuring the relative strength of gold miners versus the US equity market. The key message is simple, after more than a decade of underperformance,

26/08/2026

Latest·Macro Fundamental·Ratio Charts·Technical Timing

Buffett’s Favorite Valuation Signal Just Hit an Extreme

The Buffett Indicator is one of the simplest ways to measure how expensive the U.S. stock market has become. It compares the total value of U.S. equities with the size of the

21/08/2026

Latest·Macro Fundamental·Market Cycles·Ratio Charts·Technical Timing

Copper Is Becoming the Backbone of the New Global Economy and Supply May Not Be Ready

Copper is quietly becoming one of the most important pressure points in the global commodity story. This chart shows global copper demand rising from 28 million metric tons in 2025 to 42

18/08/2026

Latest·Macro Fundamental·Ratio Charts

Gold Prices High, Miner Cash Flows Higher: What Comes Next

The chart tracks the Philadelphia Gold and Silver Index against the aggregate cash flow per share generated by the major gold and silver miners. One line is pure price action of the

14/08/2026

Latest·Macro Fundamental·Ratio Charts

Silver Is Beating Its Seasonal Average. Here Is What’s Next

This chart shows silver doing something very different from its normal seasonal playbook. The black, blue, teal and slate lines represent silver’s average cumulative performance over the past 50, 20, 10 and

12/08/2026

Latest·Macro Fundamental·Ratio Charts·Technical Timing

The World’s Top Gold Miner Is Running Out of Easy Ounces. Here Is Who Could Win

This chart tells a powerful story. Barrick Gold, one of the biggest gold producers, is producing less gold over time. The bars move from strong output in the earlier years toward a

07/08/2026

Latest·Macro Fundamental·Ratio Charts

The 160-Year Chart. Stocks Have Dominated for Years. This Chart Shows What May Come Next

This chart tracks the long-term battle between United States large-cap stocks and commodities. The dark navy line is a ratio. When it rises, large-cap stocks are gaining value faster than commodities. When

04/08/2026

Latest·Macro Fundamental·Market Cycles·Ratio Charts