The Mirandolan

April Commendations: Placed Eighth on SumZero

I have once again been recognised in the SumZero, Inc. rankings, placing eighth place in the Last...

March Commendations: Placed Tenth on SumZero

I have once again been recognised in the SumZero, Inc. rankings, placing tenth place within a global...

February Commendations: Placed Sixth on SumZero

I have once again been recognised in the SumZero, Inc. rankings, placing sixth place within a global...

January Commendations: Placed Fifth Among Analysts on SumZero

I have once again been recognised in the SumZero, Inc. rankings, placing fifth within a global...

Regimes of Uncertainty

Despite widespread claims of speculative excess, gold prices are supported by a durable macro regime...

December Commendations: Placed Seventh Among Analysts on SumZero

I have once again been recognised in the SumZero, Inc. rankings, maintaining my seventh place within...

Greatland Resources: A Metamorphosis into a Leading Australian Gold Producer

Closed position on 27 October, 2025, with a -8.1% return, and then re-opened the position on 17...

Golden Discipline: Investing in the New Era of Profitable Mining

Closed position on 27 October, 2025, with a -8.2% return. As I noted in my thesis on Apex Mining...

October Commendations: Placed Sixth Among Analysts on SumZero

I have once again been recognised in the SumZero rankings, ranking #6 globally (LTM) among 16,000+...
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