Community Desk

One tap. The founder's own call is pinned on the record before you vote — and both the crowd and the founder get scored once the month closes.

Data source (later wave): founder-authored polls in prediction_polls, scored against the reconciled month-end mark.

Track one specific idea. Get a factual ping — the same channel that already carries the founder's new-call and field-note events — the moment the founder updates it.

• NAMM
  Der Preis des Überlebens

  Eine Goldgesellschaft, die ihre eigene Insolvenz überlebt hat — und die der Markt noch immer so bepreist, als wäre sie daran gestorben. Eine Sektor- und Unternehmensanalyse zu Namib Minerals (NASDAQ: NAMM), dem operativen Goldpreis-Hebel und der Survivor-Junior-Dynamik.

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• Seltene Erden im Robotik-Zeitalter — Eine Dissertation über die nicht-substituierbaren 4f-Materialien, die globale Cost-Curve-Hierarchie und die Survivor-Investor-Doktrin

  Eine umfassende Untersuchung der Seltenen Erden als strategische Substanz des kommenden Robotik-Zeitalters — von der Geologie Tasmaniens und der Antarktis über die Quantenphysik der 4f-Elektronen bis zur ökonomischen Vermessung menschlicher Arbeit über drei Jahrhunderte. Eine These über die größte Resourcen-Manie der Weltgeschichte.

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• Der unsichtbare Engpass

  Warum Dysprosium und Terbium die geopolitische Waffe der Roboter-Revolution sind — und der HREE-Markt einen deutlich größeren Hype-Cycle als Lithium auslösen wird.

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• The Shanghai Squeeze

  China's sole silver ETF trades at a 12% premium while domestic exchanges hit historic inventory lows — private investors are storming the exits of a system that cannot deliver the metal they are buying.

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• The Gold-Silver Ratio — From Prehistory to Clown World

  Seven thousand years of monetary history, condensed into a single number — and what that number reveals about the modern market.

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• Meryllion’s 833 km² — Undervalued Among the Survivors of the HREE Squeeze

  ABx's Deep Leads is Australia's premier clay-hosted HREE resource. Meryllion holds adjacent, geologically identical ground — marginally larger — at 40% of ABx's market cap. The gap is not explained by geology.

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• 100-Bagger Bear Creek

  Corani holds 229 million ounces of silver at a C$95M market cap. At $100/oz silver, the math points between a C$29 base and a C$179 extreme — a Lassonde-Curve inflection hiding in plain sight.

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The last 12 months of the desk at a glance — trades executed, Field Notes published, commits pushed, IBKR sessions live, and research sessions per day. Counts only; no symbols, no direction, no size, no content.

Data source: daily counts from the founder's own desk — reconciled trades, published Field Notes, GitHub commits, IBKR authenticated-presence, and Claude Code sessions. Counts only, surfaced by the founder's choice.