Theses, field reports and market commentary. Authors named in articles; trade rationale separately in the journal.
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Tim Hack
Gold as a technological bridge: a thought experiment on full gold backing, rising purchasing power, natural feedback mechanisms and the path towards an economy in which material scarcity and the importance of money diminish.
Tim Hack
Namib Minerals is not a gold stock. It is a call on gold with a strike around $4,500 — and with a company as its underlying that is itself out of the money: $1.9 million in cash, an unpaid purchase price for its mines, a float of four million shares. That is exactly what makes it the highest-leverage instrument among all producing gold miners: what keeps the option out of the money today is the same thing that carries it into the money faster than any other above the strike — January 2026 showed it with a 26-fold beta. Second survey of Namib Minerals (NASDAQ: NAMM): option mechanics, ownership chain, the price of time.
Tim Hack
Highlander is further along the path to a mine, and an entire geological discovery stage still lies ahead of it. That sentence is the whole thesis; the rest of this text is the arithmetic behind it. Corani combines a permitted silver development with conventional flotation.
Tim Hack
The world pays America protection money – in Treasuries, for soldiers, and the dollar holds because the gold is paper. Now Russia and Iran are testing the soldiers, and China is tearing up the paper.
Tim Hack
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.
Tim Hack
Warum Dysprosium und Terbium die geopolitische Waffe der Roboter-Revolution sind — und der HREE-Markt einen deutlich größeren Hype-Cycle als Lithium auslösen wird.
Tim Hack
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.
Tim Hack
Seven thousand years of monetary history, condensed into a single number — and what that number reveals about the modern market.
Tim Hack
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.
Tim Hack
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.