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18/10/2026

Value investor focused on mining opportunities.

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Porter’s Investment Strategy

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. And that has led us to the mining sector which currently offers the best risk to reward opportunities. If you want to understand markets without the Wall Street jargon, come follow us along. About Us.

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Deep Dive68
Deep Dive Series60
General Roadmap5
Latest256
Macro Fundamental94
Market Cycles21
Ratio Charts63
Technical Timing11
Yearly Roadmap4

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AI america australia bonds 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 oil peru precious metals renewable energy resource sector silver stock stocks treasury uranium

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