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13/09/2026

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

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Political Influence on Markets

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 Dive59
Deep Dive Series44
General Roadmap5
Latest223
Macro Fundamental86
Market Cycles14
Ratio Charts55
Technical Timing9
Yearly Roadmap4

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

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