Macro & Catalysts
The macro backdrop for why this book sits in precious metals, materials and energy — the real-rate and dollar regime, the scheduled catalysts that move the book's sectors, and a sector-tagged intel stream. Contextual and descriptive, tied to the founder's own book — not a market-wide feed and not advice.
Macro Cockpit
Real Rates & the Dollar
The nominal long rate — the opportunity cost gold trades against.
Belly of the curve — sensitive to the policy path.
iShares TIPS — a transparent proxy for the real-rate direction that drives precious metals.
A stronger dollar is a headwind for dollar-priced metals and materials; a weaker dollar, a tailwind.
Precious Metals
The anchor of the book's precious-metals sleeve.
Higher-beta than gold — the book's silver-miner exposure keys off it.
Industrial-plus-precious crossover metal.
Industrial Metals & Energy
The electrification bellwether behind the industrial-metals / materials sleeve.
Global X Uranium — proxy for the nuclear-fuel materials theme.
Sets the tape for the energy sleeve and the broader inflation impulse.
Weather-and-storage-driven energy leg.
Public benchmark quotes via Yahoo Finance. Real-yield direction is proxied by the iShares TIPS ETF (no clean free real-yield print exists) — labelled as a proxy, not the series itself. Descriptive market context, not investment advice.
Catalyst Calendar
Recurring releases and market catalysts that move the book's sectors — gold & silver fixings, base-metal references, energy inventories, inflation & labour prints, and the central-bank calendar. Each row is tagged to the sectors it affects.
- LBMA Gold Price (AM & PM auctions) in your bookMetal fixingEvery London business day — 10:30 & 15:00 London
The global settlement benchmark for physical gold — anchors miner NAVs and streaming economics across the book's precious-metals sleeve.
Precious MetalsNext: Thu 02 JulLBMA / ICE Benchmark Administration - LBMA Silver Price (daily auction) in your bookMetal fixingEvery London business day — 12:00 London
Silver's daily reference auction — higher-beta than gold, drives the book's silver-miner and royalty exposure.
Precious MetalsNext: Thu 02 JulLBMA / CME Benchmark Europe - LME Official Prices (copper / zinc / nickel / lead) in your bookMetal fixingEvery LME ring day — official + closing prices
Base-metal reference prices underpinning the industrial-metals / materials sleeve (copper as the growth-and-electrification bellwether).
Industrial MetalsMaterialsNext: Thu 02 JulLondon Metal Exchange - EIA Weekly Natural Gas Storage Report in your bookEnergy inventoryWeekly — Thursdays 10:30 ET
Injection/withdrawal print that sets the near-term natural-gas tape.
EnergyNext: Thu 02 JulU.S. Energy Information Administration - US Employment Situation (Non-Farm Payrolls) in your bookEconomic printMonthly — typically the first Friday, 08:30 ET
Labour print that swings the USD and real-rate path — the two variables gold and the broader book trade off.
Precious MetalsIndustrial MetalsEnergyMaterialsNext: Fri 03 JulU.S. Bureau of Labor Statistics - EIA Weekly Petroleum Status Report (crude & product inventories) in your bookEnergy inventoryWeekly — Wednesdays 10:30 ET (Thursday after a Monday holiday)
Crude/gasoline/distillate draws vs. builds — the single biggest scheduled mover of the energy sleeve week to week.
EnergyNext: Wed 08 JulU.S. Energy Information Administration - US CPI (Consumer Price Index) in your bookEconomic printMonthly — mid-month, 08:30 ET (see BLS schedule)
Inflation surprise → real-yield repricing → precious-metals and commodity beta. Exact release date is set by BLS; we link the official schedule rather than guess it.
Precious MetalsMaterialsEnergyScheduled — see sourceU.S. Bureau of Labor Statistics - FOMC Rate Decision & Statement in your bookCentral bankEight scheduled meetings per year — 14:00 ET decision
Policy path drives the USD and real yields — the macro backdrop for the whole book. Dates are published by the Fed; we surface the official calendar, not a fabricated date.
Precious MetalsIndustrial MetalsEnergyMaterialsScheduled — see sourceU.S. Federal Reserve - ECB Monetary Policy Decision in your bookCentral bankRoughly every six weeks — 14:15 CET decision
EUR-leg of the DXY story; relevant to the book's EUR-denominated materials/defense names.
Precious MetalsMaterialsScheduled — see sourceEuropean Central Bank - US 10-Year Treasury Auction in your bookRates / auctionMonthly — Treasury refunding schedule (see TreasuryDirect)
Auction tails/stops move the long end — a real-yield input for the precious-metals thesis.
Precious MetalsScheduled — see sourceU.S. Department of the Treasury
Live-Intel Stream
Public-liteSector-tagged, timestamped headlines from the founder's research desk — headline, sentiment, confidence and source. The full evidence trail stays in the subscriber terminal.
- Precious Metalsneutral· Info· conf 50%1d ago
Enterprise value to revenue forward of Highlander Silver Corp – TSX:HSLV
Enterprise value to revenue forward of Highlander Silver Corp – TSX:HSLV
Source: webFull evidence - Industrialsneutral· Info· conf 50%1d ago
Enterprise value to EBIT forward of Argan, Inc. – NYSE:AGX
Enterprise value to EBIT forward of Argan, Inc. – NYSE:AGX
Source: webFull evidence - Industrialsneutral· Info· conf 50%1d ago
Price to book forward of Silver X Mining Corp – SWB:AGX
Price to book forward of Silver X Mining Corp – SWB:AGX
Source: webFull evidence - Industrialsbullish· Important· conf 50%2d ago
Argan Inc (AGX) Shares Surge 3.4% -- What GF Score of 79 Tells I
Argan Inc (AGX) Shares Surge 3.4% -- What GF Score of 79 Tells I
Source: webFull evidence - Energyneutral· Info· conf 50%2d ago
UUUU (UUUU) Form 144 lists 200,000 common shares to be sold via RBC Capital Markets
UUUU (UUUU) Form 144 lists 200,000 common shares to be sold via RBC Capital Markets
Source: webFull evidence - Precious Metalsneutral· Info· conf 50%2d ago
Highlander Silver Corp. (HSLV) Edges Higher; Resistance at $5.0 in Focus - Inverse ETF Flow
Highlander Silver Corp. (HSLV) Edges Higher; Resistance at $5.0 in Focus - Inverse ETF Flow
Source: webFull evidence - Energyneutral· Info· conf 50%2d ago
Energy Fuels Inc.(NYSEAM: UUUU) dropped from Russell 2000 Value Benchmark
Energy Fuels Inc.(NYSEAM: UUUU) dropped from Russell 2000 Value Benchmark
Source: webFull evidence - Energyneutral· Important· conf 50%3d ago
UUUU Stock Gets Pre-Market Boost On Rare Earth Production Breakthrough – Here’s Why It Matters
UUUU Stock Gets Pre-Market Boost On Rare Earth Production Breakthrough – Here’s Why It Matters
Source: webFull evidence - Industrialsneutral· Info· conf 50%3d ago
Gunderson Capital Management LLC Buys New Shares in Argan, Inc. $AGX
Gunderson Capital Management LLC Buys New Shares in Argan, Inc. $AGX
Source: webFull evidence - Energyneutral· Info· conf 77%5d ago
Energy Fuels (TSX:EFR) To Buy VAC In $1.9 Billion Rare Earth Magnet Deal
Energy Fuels (TSX:EFR) To Buy VAC In $1.9 Billion Rare Earth Magnet Deal
Source: Yahoo FinanceFull evidence - Energyneutral· Info· conf 92%5d ago
8-K - Current report
8-K - Current report
Source: SEC EDGARFull evidence - Precious Metalsneutral· Info· conf 50%5d ago
Highlander Silver (HSLV) shareholders back all 2026 AGM resolutions and auditor
Highlander Silver (HSLV) shareholders back all 2026 AGM resolutions and auditor
Source: webFull evidence - Precious Metalsneutral· Info· conf 92%5d ago
6-K - Report of foreign issuer [Rules 13a-16 and 15d-16]
6-K - Report of foreign issuer [Rules 13a-16 and 15d-16]
Source: SEC EDGARFull evidence - Precious Metalsneutral· Info· conf 50%5d ago
Stocks in play: Highlander Silver Corp.
Stocks in play: Highlander Silver Corp.
Source: webFull evidence - Energyneutral· Info· conf 55%5d ago
Energy Fuels Inc (UUUU) Is a Trending Stock: Facts to Know Before Betting on It
Energy Fuels Inc (UUUU) Is a Trending Stock: Facts to Know Before Betting on It
Source: webFull evidence - Precious Metalsneutral· Info· conf 50%5d ago
$HSLV - Highlander Silver Announces Results of Annual General Meeting of Shareholders TORONTO, June 26, 2026 (GLOBE NEWSWIRE) -- Highlander Silver Corp. (TSX, NYSE American: HSLV) (“Highlander Silver” or the “Company”) is pleased to announ
$HSLV - Highlander Silver Announces Results of Annual General Meeting of Shareholders TORONTO, June 26, 2026 (GLOBE NEWSWIRE) -- Highlander Silver Corp. (TSX, NYSE American: HSLV)…
Source: XFull evidence - Precious Metalsneutral· Info· conf 77%5d ago
Highlander Silver Announces Results of Annual General Meeting of Shareholders
Highlander Silver Announces Results of Annual General Meeting of Shareholders
Source: Yahoo FinanceFull evidence - Precious Metalsneutral· Info· conf 50%5d ago
Highlander Silver wins shareholder approval for all AGM items
Highlander Silver wins shareholder approval for all AGM items
Source: webFull evidence - Energyneutral· Info· conf 50%6d ago
A Look at Energy Fuels Inc (UUUU) After 4.1% Decline -- GF Value $12.99 vs Price $14.42
A Look at Energy Fuels Inc (UUUU) After 4.1% Decline -- GF Value $12.99 vs Price $14.42
Source: webFull evidence - Energyneutral· Info· conf 50%6d ago
A Look at Energy Fuels Inc (UUUU) After 4.1% Decline -- GF Value $12.99 vs Price $14.42
A Look at Energy Fuels Inc (UUUU) After 4.1% Decline -- GF Value $12.99 vs Price $14.42
Source: webFull evidence - Energyneutral· Info· conf 77%6d ago
Energy Fuels Announces Election of Directors
Energy Fuels Announces Election of Directors
Source: Yahoo FinanceFull evidence - Industrialsneutral· Important· conf 50%6d ago
Q1 2026 marks an inflection point for Silver X. With Tangana reaching nominal capacity, the Company enters a new phase of growth—supported by a strong cash position and an aggressive exploration program. The focus: scale production, optimize operation
Q1 2026 marks an inflection point for Silver X. With Tangana reaching nominal capacity, the Company enters a new phase of growth—supported by a strong cash position and an aggress…
Source: XFull evidence - Precious Metalsneutral· Important· conf 50%6d ago
HSLV Forecast — Price Target — Prediction for 2027
HSLV Forecast — Price Target — Prediction for 2027
Source: webFull evidence - Energyneutral· Info· conf 77%6d ago
Energy Fuels Just Made a Bold Bet on Rare Earth Magnets
Energy Fuels Just Made a Bold Bet on Rare Earth Magnets
Source: Yahoo FinanceFull evidence
Public-lite view: headline, sentiment, confidence and source only. The full evidence trail and analysis stay in the subscriber research desk. Sourced/attributed facts, tagged to the book's sectors — not investment advice or a holdings disclosure.
Data notes & what's next
The cockpit reads live public benchmarks (Yahoo Finance). The calendar is a curated starter set: deterministic cadences (weekly / daily fixings) are computed forward, while authority-scheduled events (FOMC, CPI, ECB) link to the official calendar rather than a guessed date. No economic prints are ever fabricated.
Next integration: Live economic-calendar feed for confirmed date-times + (post-release) actual/consensus/prior values. Candidate feeds — Financial Modeling Prep — /v3/economic_calendar (free tier, date+actual+consensus+prior); Finnhub — /calendar/economic (free tier, country-filterable); Trading Economics — /calendar (richest, paid).
This desk is descriptive market context tied to the founder's own book and public benchmarks — not investment advice and not a solicitation to buy or sell any security. Scheduled events and quotes are sourced and attributed; past performance is not a reliable indicator of future results.Dieses Dashboard bietet beschreibenden Marktkontext zum eigenen Handelsbuch des Gründers und zu öffentlichen Benchmarks — keine Anlageberatung und keine Aufforderung zum Kauf oder Verkauf von Wertpapieren. Frühere Wertentwicklung ist kein verlässlicher Indikator für künftige Ergebnisse.Full disclaimer