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Research
Missing Escondida
The second-largest copper mine on earth has never shipped a pound.
September 11, 20265 min read
Gold’s Marketing Budget
Every dollar of Washington’s interest bill is an argument for gold.
September 4, 20265 min read
America is Building Reactors it Can’t Fuel
Only two countries make this fuel at scale and neither is a friend.
July 31, 20265 min read
The Last Time Gold Looked Dead, It Rose Sevenfold
Gold is down 25% from its record and the miners fell 36% into the fattest margins they have ever earned.
July 24, 20265 min read
Gold’s Obituary Just Got Published
$18 billion fled gold. Look who’s buying it.
July 9, 20262 min read
Energy Bottleneck: The Electron Ceiling
You can design a better chip, you can’t design a gigawatt.
July 3, 20265 min read
