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15/08/2026

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

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Jeff Brown

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 Dive46
Deep Dive Series32
General Roadmap5
Latest190
Macro Fundamental78
Market Cycles10
Ratio Charts47
Technical Timing7
Yearly Roadmap4

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AI australia canada cash clean energy commodities copper critical metals critical minerals cycle debt emerging markets energy sector energy storage financial markets geopolitical risks gold Gold Mining growth potential India inflation interest rates investment opportunities investment strategy junior miners market analysis market sentiment market valuation market volatility Mexico miner mining mining stocks nuclear energy oil precious metals rare earth renewable energy resource sector risk management silver stock supply and demand treasury usa

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