Resource Brief

The Gold Major, The Royalty Machine, The Titanium Forg

Sep 21, 2026

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7 min read

The Gold Major, The Royalty Machine, The Titanium Forg

A discounted African gold producer, a debt-free royalty machine, and the F-35 titanium forge.

Resource Brief

The Royalty Name Lagging Gold, Plus Potash And Silver Torque

Sep 18, 2026

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7 min read

The Royalty Name Lagging Gold, Plus Potash And Silver Torque

A royalty book lagging gold, the largest potash producer, and a silver miner with real torque.

Resource Brief

Cheap Domestic Silver, Skipped Gold, Nuclear Instruments

Sep 16, 2026

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7 min read

Cheap Domestic Silver, Skipped Gold, Nuclear Instruments

A cheap US silver producer, an overlooked gold major, and the nuclear buildout's toll booth.

Resource Brief

The Gold Rebrand, The HALEU Bottleneck, and The Copper Ramp

Sep 14, 2026

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6 min read

The Gold Rebrand, The HALEU Bottleneck, and The Copper Ramp

A gold major's rebrand, the US HALEU bottleneck, and a copper ramp hitting stride

Resource Brief

The Copper Giant, The Gold Major, And A Cheap Brazil Steelmaker

Sep 11, 2026

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6 min read

The Copper Giant, The Gold Major, And A Cheap Brazil Steelmaker

The cleanest copper major, the gold major funds buy first, and a cheap Brazil name

Resource Brief

The Copper Major Priced Like You Don't Know It

Sep 9, 2026

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7 min read

The Copper Major Priced Like You Don't Know It

A copper major the multiple ignores, a uranium pure-play, and the only US magnet mine

Resource Brief

Gold's Biggest Producer, a Royalty Machine, and a PGM Reset

Sep 7, 2026

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7 min read

Gold's Biggest Producer, a Royalty Machine, and a PGM Reset

Diversified ounces, a streaming model with expanding margins, and a beaten-down PGM turnaround.

Resource Brief

The 8% Yield Sitting On The Copper Deficit

Sep 4, 2026

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7 min read

The 8% Yield Sitting On The Copper Deficit

A base metals major, a low-cost lithium operator, and a tariff-shielded steel processor.

Resource Brief

Sep 2, 2026

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8 min read

Copper, Crushers, And The Control Room

The copper major, the crusher maker, and the control stack running the automated mine.

Resource Brief

A Steel Giant, A Copper Discount, and A Lithium Rebound

Aug 31, 2026

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7 min read

A Steel Giant, A Copper Discount, and A Lithium Rebound

A domestic steel leader, a mispriced copper-gold miner, and a beaten-down lithium producer.

Resource Brief

The Miners Are Printing Money: Here's Where We'd Dig

Aug 28, 2026

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7 min read

The Miners Are Printing Money: Here's Where We'd Dig

A silver permit catalyst, an unhedged U.S. uranium producer, and a giant that pays you to wait.

Resource Brief

Three Names Built for the Supply Squeeze

Aug 26, 2026

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7 min read

Three Names Built for the Supply Squeeze

Cement for the data centers, pipe for every new mine, and the ground the housing cycle runs on.

Resource Brief

Three Picks Wall Street Still Prices As Boring Industrials

Aug 24, 2026

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7 min read

Three Picks Wall Street Still Prices As Boring Industrials

A chemicals name plating AI boards, a battery-linked carbon black maker, and a 10% yielder.

Resource Brief

Aug 21, 2026

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6 min read

The Hormuz Squeeze Is Back

Missiles are flying, ships are vanishing, and one dividend giant just became a steal.

Resource Brief

Three Physical-Layer Picks Powering The AI Build-Out

Aug 19, 2026

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7 min read

Three Physical-Layer Picks Powering The AI Build-Out

An aggregates duopoly, a cement giant, and a met coal pure play. Three picks in today's issue.

Resource Brief

Three Miners Built for Gold, Copper, Silver and Antimony

Aug 17, 2026

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7 min read

Three Miners Built for Gold, Copper, Silver and Antimony

Gold plus copper in one ticker, a silver ramp, and the U.S. antimony project.

Resource Brief

Three Mining Stocks Worth Your Attention Today

Aug 14, 2026

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7 min read

Three Mining Stocks Worth Your Attention Today

Three mining names: West African gold, nuclear power for AI, and the automation layer under mines.

Resource Brief

Aggregates, Automation, Uranium: A Trio Setting Up Now

Aug 12, 2026

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7 min read

Aggregates, Automation, Uranium: A Trio Setting Up Now

The three mining stocks on today's list, one aggregates giant, one automation backbone, and one high-grade uranium developer.

Resource Brief

Three Mining-Adjacent Names For Your Watchlist

Aug 10, 2026

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7 min read

Three Mining-Adjacent Names For Your Watchlist

Three mid-cap resource plays sitting outside the miner spotlight are catching the tailwinds everyone else is chasing.

Resource Brief

Washington's Materials Squeeze Just Set Up Winnersa

Aug 7, 2026

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7 min read

Washington's Materials Squeeze Just Set Up Winnersa

The tariff hammer, the recycling ban, and a nuclear contracting wave are all lining up behind the same handful of names.

Resource Brief

Three Nuclear Names Goldman Just Repriced

Aug 5, 2026

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5 min read

Three Nuclear Names Goldman Just Repriced

Three nuclear and grid names to look at, plus why the fuel math behind them just changed.

Resource Brief

Aluminum, Royalties, and the Metals Toll Booth

Aug 3, 2026

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5 min read

Aluminum, Royalties, and the Metals Toll Booth

A Section 232 winner reports Thursday, one royalty stock rides $4,100 gold, and the metals middleman just guided up 80%.

Resource Brief

The Margin Blowout Q2 Earnings Just Handed Metal Bulls

Jul 31, 2026

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4 min read

The Margin Blowout Q2 Earnings Just Handed Metal Bulls

Q2 numbers just landed and the margin gap between what miners are pulling out of the ground and what their stocks reflect is the widest I've seen in years.

Resource Brief

The Copper Deficit Just Handed You Three Overlooked Names

Jul 29, 2026

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5 min read

The Copper Deficit Just Handed You Three Overlooked Names

With supply cratering and data centers eating raw metal, three US-listed names are set up before the crowd catches on.

Resource Brief

The Robots Are Digging Now, And Three Stocks Get Paid

Jul 27, 2026

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5 min read

The Robots Are Digging Now, And Three Stocks Get Paid

Autonomous trucks, AI-guided drills, and quadruped robots are rewiring the mines. Three ways to own the shift before the crowd catches on.