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June 13, 2026

Commodities Trader. Macro & Data Analyst.

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Future of AI Defense

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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 Dive24
Deep Dive Series18
General Roadmap5
Latest142
Macro Fundamental66
Market Cycles6
Ratio Charts35
Technical Timing4
Yearly Roadmap4

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AI all-time highs clean energy commodities critical metals critical minerals economic growth economic outlook emerging markets energy sector energy storage financial analysis financial markets geopolitical risk geopolitical risks global economy gold investment Gold Mining Gold Mining Stocks Gold Rush gold stocks growth potential growth stocks India interest rates investment opportunities investment strategy market analysis market sentiment market valuation market volatility Mexico mining stocks monetary policy nuclear energy nuclear renaissance oil and gas precious metals rare earth renewable energy resource sector risk management stock recommendations supply and demand Whitney Tilson

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