FCX
FreeCopper's deficit isn't priced yet
Grade decline is a slow, boring, extremely reliable story.
FCX17 Jul· 6 min
Dmitri Volkov Verified
6 notes · 19 subscribers · publishing since May 2026
Gold, silver, and the real-rate story. Commodities as a macro expression, with levels.
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6GDX: the breakout level to watch
Positioning is light enough that a move feeds on itself.
GDX17 Apr· 5 min
CPER
SubscribersCPER — the macro hedge that's working
Subscribers get the full thesis, the levels, and my positioning on CPER. Subscribe to read on.
CPER13 Apr· 11 min
Why GDX has room to run
Subscribers get the full thesis, the levels, and my positioning on GDX. Subscribe to read on.
GDX9 Apr· 11 min
The GDX setup macro bears miss
A clean breakout above the range opens meaningful upside.
GDX31 Mar· 9 min
The CPER setup macro bears miss
Subscribers get the full thesis, the levels, and my positioning on CPER. Subscribe to read on.
CPER6 Mar· 8 min
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