resource sector – RockeTeller

America Keeps Borrowing While the World Holds Fewer Dollars

This chart captures one of the biggest structural shifts quietly unfolding underneath global markets. Since 2000, US public debt has climbed from roughly $4.5 trillion to around $39 trillion. At the same

11/09/2026

Latest·Macro Fundamental·Market Cycles·Ratio Charts

Vizsla Silver, 17.4Moz, $10.61 AISC, 7-Month Payback – What’s the Catch?

In this deep dive episode, we review Vizsla Silver’s Panuco. The company FS shows 17.4 million silver-equivalent ounces a year, US$10.61 AISC, a US$1.8 billion after-tax NPV, and a seven-month payback. We

10/09/2026

Deep Dive Series·Latest

Borealis Mining, The Kinross Founder, McEwen, Sprott & a Permitted Mine. $36M Capex. 105% IRR.

In this deep dive series, we explore Borealis Mining (TSXV: BOGO), a Nevada gold restart with real sales, US$6.06M revenue and US$1.83M gross profit last quarter. Plus the Sandman PEA, ~38koz a

08/09/2026

Deep Dive Series·Latest

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

Deep Dive·Latest

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

Tristar Gold, $1,111 AISC at $3,200 Gold = $1.35B NPV. So Why Is TSG Still a Penny Stock

In this deep dive series, we discuss TriStar Gold (TSXV: TSG / OTCQB: TSGZF), a company that owns 100% of Castelo de Sonhos in Pará, Brazil, at 1.8Moz indicated, 0.7Moz inferred, 1.4Moz

06/09/2026

Deep Dive Series·Latest

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

Deep Dive·Latest

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

Deep Dive·Latest

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

Deep Dive·Latest

The Dollar Just Rebounded, But the Bigger Trend Is Hard to Ignore

The chart tells a simple but powerful story. The US dollar is still the dominant reserve currency, but its grip on the global financial system has been slowly loosening. In 2001, the

05/09/2026

Latest·Macro Fundamental·Market Cycles·Ratio Charts