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16/09/2026

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

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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 Dive60
Deep Dive Series46
General Roadmap5
Latest227
Macro Fundamental87
Market Cycles15
Ratio Charts56
Technical Timing9
Yearly Roadmap4

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

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