A metals and mining newsletter that argues for a 2000-2003 style rotation out of mega-cap tech into precious metals, miners and energy, and links macro themes like inflation, debt and housing affordability to investing. Issues mix bullish market calls with promotional podcast and subscription pitches.
Website: https://metalsandminers.substack.com
TSCS is a paid-subscription equity research newsletter from London-trained analysts covering mispriced global stocks, commodities and emerging markets. Recent issues offer data-heavy, opinionated analysis of platinum miners, gold price moves and the Indonesian market sell-off, with much of the actionable detail paywalled.
Reports on wholesale physical precious metals premiums, comparing bids and asks across gold, silver, platinum and palladium products. Connects spot price moves to what dealers are paying for bullion coins and bars.
Original financial research on gold, centred on central bank buying (especially China's unreported purchases) and debt-cycle frameworks for the gold price. Readers get data-driven estimates, historical comparisons and a strongly argued view on gold's role in the changing monetary system.
Nomi Prins publishes weekly and monthly research on how global finance, geopolitics and markets interact, including central bank analysis, guest expert commentary and paid stock reports. Recent issues cover Brazil's election outcome, a Federal Reserve rate decision amid rising gold demand, and a members-only report on a gold mining company.
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