Macro
+3
Jun 16, 2026
•
11 min read
Copper: Record Prices, No New Mines
Why the copper deficit is structural, why nobody will build the supply to fix it, and the monetary forces underneath.
Macro
+5
Jun 12, 2026
•
5 min read
The Country That Sold All Its Gold
Poland bought roughly 20 tonnes last quarter. Canada - the second-largest country on Earth, a top-five gold producer, home of the world's mining capital - owns none. A national case study in fiat-era thinking, from a Canadian who has to live with it.
Silver
+4
Jun 4, 2026
•
9 min read
A Royalty Paid in Gold: A Close Look at KVT
Part 4 of 4: Gold in 2026 — You're Probably Holding It Wrong
Silver
+3
Jun 2, 2026
•
11 min read
What Kinesis Just Told Its Community — And What It Actually Means
Part 3 of 4: Gold in 2026 — You're Probably Holding It Wrong
Silver
+4
May 27, 2026
•
8 min read
Elon's 300 GW Space Problem Has a Silver Lining — And He Doesn't Own Any of It
The most ambitious infrastructure project in history requires a metal already six years into structural shortage. Nobody in Silicon Valley is talking about it. We did the math.
Macro
+5
May 22, 2026
•
10 min read
$42.22: America's $1.18 Trillion Accounting Fiction
America's gold is still booked at $42.22 an ounce. When that changes, the dollar's relationship to its largest monetary asset will be rewritten.
Macro
+5
May 20, 2026
•
9 min read
The Great 2026 Reset: What Deutsche Bank's Most Honest Research Note Is Actually Telling You
The most important research note of 2026 doesn't use the word "debasement" once.
Macro
+5
May 19, 2026
•
4 min read
Every Way to Own Gold in 2026, Ranked Honestly
Part 1 of 4: Gold in 2026 — You're Probably Holding It Wrong
