A gold-denominated view of markets: the author argues that pricing everything in gold reduces noise and reveals a strong dollar bull trend, with a historical comparison to 2011. Issues mix market data, economic theory on subjective value and pricing, and personal portfolio positioning as a value investor.
Website: https://notimeforbull.mymagic.page/
A Spanish-language newsletter explaining commodities while the author learns them, with dated sources and publicly reviewed predictions. Recent issues cover a long-term gold thesis with stated conviction, a close look at a small oil producer's single-contract risk, and how OPEC+ quota changes differ from actual barrel output.
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.
Dominic Frisby shares market commentary, interviews and opinion with a libertarian slant, focused on gold, silver and bitcoin. Readers get price analysis, macro context and investment ideas such as specific mining positions.
Grizzle Research publishes macro, commodities and growth analysis, mainly from Chris Wood's market commentary on geopolitics, AI capex and token pricing, plus coverage of its hard money conference with gold, silver and Bitcoin company interviews. Readers get investment-oriented views on markets and summaries of mining equities and their financial performance.
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