equities – RockeTeller

Bigger Deficits, Weaker Money, Higher Commodities

This chart is basically a warning light for America’s fiscal engine. The original CBO projection already showed the United States running deficits close to $2 trillion a year. The updated outlook makes

18/09/2026

Latest·Macro Fundamental·Market Cycles·Ratio Charts

The Biggest Shift in China’s Reserves in 20 Years

This chart tells a much bigger story than gold going up. China has been steadily reducing its exposure to US Treasuries while pushing its gold reserves to record levels. At the same

14/09/2026

Latest·Macro Fundamental·Market Cycles·Ratio Charts

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

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Borealis Mining, Kinross Founder. McEwen. Sprott. And a Permitted Mine Already Pouring Gold.

Borealis Mining Company Ltd. TSXV: BOGO / OTCQB: BORMF / FSE: L4B0 Introduction Borealis Mining Company Ltd. is an emerging Nevada-focused gold producer and developer built around three assets: the Borealis Mine,

08/09/2026

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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

Silver X Made $17.3M Last Quarter, Why AISC Is Still $46 Not $15.80

Silver X Mining Corp. TSXV: AGX / OTCQX: AGXPF / FRA: AGX Introduction Silver X Mining Corp. is a Canadian-listed silver producer and developer focused on building a multi-asset precious-metals platform in

06/09/2026

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Polymetals Resources, 338 g/t Silver A$28M Restart at A$414M NPV, The Numbers That Matter

Polymetals Resources Ltd (ASX: POL) Introduction Polymetals Resources is an Australian precious and base-metals producer focused on the Endeavor silver-zinc-lead mine, approximately 40 km north of Cobar in central-western New South Wales.

06/09/2026

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New Found Gold Is No Longer Cheap, Here’s the Real NAV at $2,500 Gold

New Found Gold Corp. TSX: NFGC / NYSE American: NFGC, Formerly TSXV: NFG Introduction New Found Gold Corp. is an emerging Canadian gold producer and developer focused entirely on Newfoundland and Labrador,

05/09/2026

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Tristar Gold: 1.4Moz Reserves, 40% IRR, $92M Stock, $603M NPV. One Court Ruling in the Way.

TriStar Gold Inc. TSXV: TSG / OTCQB: TSGZF Introduction TriStar Gold Inc. is an advanced gold-development company focused on the 100%-owned Castelo de Sonhos Gold Project in Pará State, Brazil. Castelo de

03/09/2026

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Billions Spent Looking for Copper. But We Are Finding Less of It

This chart tells an uncomfortable copper story. The world is spending more money looking for copper, yet finding far less of it. In the 1990s, major discoveries delivered 705.3 million metric tons

01/09/2026

Latest·Macro Fundamental·Ratio Charts