Themes
The Field-Notes catalogue, re-surfaced as themed collections. Each theme gathers the founder's own publications on a topic — a curated way into the writing, not a market-wide index and not investment advice.
Gold & Precious Metals
4 notesThe monetary-metal thesis — miners, royalties, and the macro backdrop that drives them.
Rare Earths & Critical Minerals
3 notesMagnet-supply-chain and critical-mineral field notes — the REE build-out.
Macro & Markets
1 noteRates, the dollar, and the big-picture regime the book is positioned against.
Junior Mining
3 notesExplorers and developers — the higher-variance end of the resource book.
Robotics & Automation
soonThe demand side of the magnet thesis — humanoids, actuators, automation.
Themes are a descriptive organisation of the founder's own published Field Notes. They are not a research product covering the wider market, not a recommendation to buy or sell any security, and not investment advice. Past performance is not a reliable indicator of future results.