cycle – Page 2 – RockeTeller

Brightstar Resources Limited, A$1 Billion FCF at A$6,000 Gold, 74% IRR Under Construction + 2.87Moz Free Optionality

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

03/08/2026

Deep Dive·Latest

Everyone Is Positioned for Good News. Almost No Defense Left, What Happens Next to Commodities

This chart shows how much investors allocated to three defensive areas at risk on cycle lows: cash, bonds, and defensive equities. When these lines fall, investors are carrying less protection and leaning

31/07/2026

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

Southern Silver, 302 Million Oz Silver Project in Mexico: Low Cost Underground Giant Ready to Explode

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

19/07/2026

Deep Dive·Latest

Solar Just Passed Coal, but the Biggest Opportunity May Not Be Solar Stocks

This chart captures a symbolic turning point in the US power market. In May 2026, solar moved above coal in the electricity generation mix for the first time. The orange line is

15/07/2026

Latest·Macro Fundamental·Ratio Charts

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

12/07/2026

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

08/07/2026

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

24/06/2026

Latest·Macro Fundamental·Market Cycles·Ratio Charts

cycle - Page 2

Brightstar Resources Limited, A$1 Billion FCF at A$6,000 Gold, 74% IRR Under Construction + 2.87Moz Free Optionality

Everyone Is Positioned for Good News. Almost No Defense Left, What Happens Next to Commodities

Southern Silver, 302 Million Oz Silver Project in Mexico: Low Cost Underground Giant Ready to Explode

Solar Just Passed Coal, but the Biggest Opportunity May Not Be Solar Stocks

China Is Quietly Trading US Debt for Gold

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

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