Archive - Macro Ops Research

THE LONG PULL: PGMs Are Ripping

Last year (almost to the day), I wrote a Long Pull titled “Building Confidence in APM.V & Getting More Bullish on PGMs.”

Jul 18 •

My Thoughts on Gold

From our May 2025 Collective Long Pull Report

Jul 15 •

The Setup July 13, 2025

A systematic weekly briefing on market regimes, asset class positioning, and key trends to watch each week.

Jul 15 •

Gold Is Correcting In Time, Not Space

I’m going to try something new over the next few weeks.

Jul 14 •

January 2025

2025 Portfolio Update: Part 2

We cover Precious Metals, Intermap (IMP), ClearPoint Neuro (CLPT), and two miners (APM and FEX)

Jan 31 •

2025 Portfolio Update (Part 1)

Oil, War Hedge, & Our Favorite Miners (NICU and IDR)

Jan 22 •

Send 'Em Higher...

Why it's time to be long and buying

Jan 22 •

Dirty Dozen: Buy 'em...

The evidence has tipped for the bulls. It's time to be loading up.

Jan 21 •

Dirty Dozen: A Technical Inflection Point

12 charts on the market to triangulate towards truth, every Monday morning

Jan 13 •

February 2024

Tin Industry Primer: Part 1

A Pareto Approach to Industry Analysis

Feb 6, 2024 •

April 2023

Lessons From 24 Years Of Operating: Bowl America, Inc. (BWL.A)

The story of how one man found something, and took it very seriously.

Apr 17, 2023 •

Macro Ops 2022 Portfolio Review

Reviewing Our 2022 Portfolio Returns: The Good, Bad, and Ugly

Apr 15, 2023 •

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