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Supercycle Capital

Macro-driven signals, precious metal cycles, and smart money tracking — built for investors navigating the storm.

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PricingFreemiumPublishesDaily
Issues89Founded10 months agoLast Issue3 months ago
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Latest Issues

5 mining stocks - Catalysts

Silver Mountain Resources (AGMR)

Investment Thesis

This Substack is reader-supported. To receive new posts and support my work, consider becoming a free or paid subscriber.

Silver Mountain represents a rare restart story in the silver se...

3 months ago
3

The Commodity Supercycle: February 2026 Positioning Update

Liquidity Is No Longer Contracting It’s Rotating

We’ve moved out of aggressive monetary tightening into a regime of:

This Substack is reader-supported. To receive new posts and support my work, consider becoming a free or paid subscriber....

3 months ago
17

Supercycle Capital SIGNAL DESK INTRODUCTION

Markets have entered a phase where noise is high, volatility is uneven, and timing matters more than narratives.

In response, Supercycle Capital is shifting its format.

This Substack is reader-supported. To receive new posts and support m...

4 months ago
3

Module 2 course: Commodity and macro frameworks

Module 2: Commodity & Macro Frameworks

Understanding the Forces That Drive Gold, Silver, Copper, and Uranium

1. Why Commodities Drive Mining Stocks

Every mining company’s performance ultimately links back to the price of its underlying...

6 months ago
3

MODULE 1 introduction and context

Understanding mining stocks

Module 1: Introduction & Context

7 months ago
2
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  • Supercycle Capital

    Supercycle Capital is a signal desk focused on junior mining stocks and asymmetric resource opportunities. The focus is simple: identify high-torque exploration and development companies.

  • Frequently Asked Questions

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