The Silver Sofa
No moonshots, no conspiracies. Rigorous and readable deep dives on royalty & streaming companies, gold and silver equities, and the metals powering the energy transition.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 222 | Founded | a year ago | Last Issue | 4 days ago |
| Active | |||||
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Resilience Under $3,000 Gold
The Silver Sofa · Weekly Thesis · Free
Every time gold sells off, I hear the same assumption. Gold drops 25%, so the miners drop about 25%.
The math doesn’t work that way. A mine’s costs don’t fall when the price does. The haul trucks bur...
First Sold, First Bought: Gold, Big Tech AI Capex, and Universal Liquidity
While gold is traditionally criticized for paying no dividend, major technology leaders are currently spending unprecedented billions on AI infrastructure, pushing trailing free cash flow negative and raising dilution risks through new equi...
The Rock Didn’t Move
Gold is down 27%. The miners are down more. Here’s what the selloff actually sold, how I rank 43 miners when everything is red, and the one name that came out on top.
TL;DR Gold is about 27% off its January high. Gold miners are down 34%,...
Gold vs. Big Tech AI Spending: Yield, Liquidity & Capital Preservation
As hyperscalers pour hundreds of billions into AI infrastructure, investors face a growing strategic dilemma: back tech giants undertaking aggressive capital expenditure cycles, or hold non-yielding gold as a liquidity hedge? In this struct...
First Sold, First Bought
Friday morning, a macro writer I follow posted a Note on gold’s drop. Gold fell 3.3% while real yields stayed flat and breakevens rose. His read was that this wasn’t a rates trade. Investors were selling their hedges to raise cash.
In the...
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The writers behind this newsletter.
Most precious-metals content is macro narrative and price prediction. This isn’t that. Each week I publish mining company deep dives. Think readable equity research for retail investors who want to understand what they own.
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