Investing in Metals & Mining
Metals & Mining Insights
Tim Lee’s Investing Resource provides data-driven research and practical guidance for investors focused on gold, silver, base metals, and battery materials. Get clear, actionable ideas grounded in industry fundamentals and cycles.
Market Research
Macro trends, supply/demand balance, and cycle timing across metals and mining subsectors.
Company Deep Dives
Bottom-up analysis of miners, developers, and royalty companies with clear theses and risks.
Portfolio Strategy
Position sizing, risk management, and diversified exposure across commodities and stages.