Threads / Articles
Long-form writing on macro, market structure, commodities, Bitcoin, crypto markets, machine learning, and AI systems.
How USA Profited 70% On Gold In 1 Year
Central Bank of Russia Denies Return to USD Payments
Overfitting In Machine Learning Models Visualized
Fact-Check: Russia Moving Back To USD?
My trading ML factory yielded ā22% return on gold on a daily timeframe, which is almost a double of gold's return in the same time period (ā12%)
Scarcity Doesn't Make Bitcoin Better Than Gold
Don't Be Fooled By Backtest Performance
No AGI With LLMs In Their Current Form.
AI will follow a much more logarithmic growth than the hype may lead you to believe
Metropolitan Capital Bank & Trust is the first US bank to fail in 2026
Palladium Is A Great Investment In 2026
Copper extends its gains to ā9% on the day, and its appreciating more than gold and silver
Today's Commodity Miners Sell-Off Is A Buying Opportunity
Natural Gas Prices Are Very Volatile
Silver Miners Are Up ā12% Since My Recommendation From 4 Days Ago
Don't Overthink Commodity Miners Investments
Copper Is A Great Investment In 2026 - Technicals & Fundamentals Explained
Yesterday, I explained why silver mining stocks are undervalued in 2026
A month ago me and Gemini 2.5 Pro Deep Research had a disagreement
Good For Gold, Bad For USD: US Tariffs on Europe
Even As Central Banks Bought Gold, The Market Analysts Remained Bearish
Silver Mining Stocks Are Undervalued In 2026