Play with this page: every chart carries hover readouts and a table view; compare views on 1 chart · range windows on 3 · 2 your-arithmetic sliders — dial in your own figure against the desk's printed lines. Everything you can reach shows only the edition’s own figures — the sliders show yours, labelled as yours.
The tape — moves by horizon
Spot rows are cash prices; the rest are exchange-traded proxies, funds and equities — not spot, as the edition's own table heads them. The full tape as printed: every asset, every horizon.
Table view — the same figures as text
Asset
1 day
5 days
20 days
vs 50d
vs 200d
Gold
-0.49%
-0.70%
-4.05%
-6.3%
-9.9%
Silver
-2.31%
-4.69%
-14.30%
-16.2%
-24.6%
Copper (CPER futures proxy)
+0.70%
+2.00%
+1.38%
+1.3%
+6.5%
Platinum (PPLT ETF)
+0.36%
-5.28%
-9.21%
-10.8%
-18.8%
Crude (USO ETF)
+1.64%
+4.24%
+14.36%
+12.1%
+35.4%
GLD (gold)
+0.33%
-1.44%
-1.92%
-4.9%
-9.7%
GDX (gold miners)
+0.91%
-3.19%
-4.38%
-9.2%
-7.5%
GDXJ (juniors)
+0.96%
-3.78%
-8.36%
-12.0%
-12.1%
SLV (silver)
-0.20%
-6.12%
-10.00%
-13.0%
-24.0%
SIL (silver miners)
+0.70%
-4.75%
-9.86%
-14.1%
-14.7%
COPX (copper miners)
+0.20%
-1.53%
-9.29%
-10.8%
-8.0%
FCX
+0.99%
-3.34%
-4.86%
-7.3%
+2.2%
NEM
+1.14%
-2.78%
-1.23%
-6.1%
+1.3%
Source: Mining & Resources edition, Oct 29 — the tape table as printed, spot cash prices and exchange-traded proxies in the edition's own rows.
Cost-currency levers — 20-day moves
The desk's stated reading, on the chart's face: weaker local currency = lower USD costs. In the edition's reading, a weaker local currency lowers miners' dollar costs; a stronger one raises them.
Table view — the same figures as text
Series
As printed
USD / CAD
-1.49%
USD / MXN
+4.27%
USD / CLP
+1.66%
USD / AUD
-0.65%
Source: Mining & Resources edition, Oct 29 — the cost-currency levers table, 20-day moves as printed.
Treasury yields — the curve
Treasury yields as of 2026-10-28 (latest published curve, FMP). Yields are nominal — the TIPS real yield is not currently sourced.
YOUR ARITHMETIC — the curve above is the desk's, printed points only. Dial in YOUR OWN yield and see where it would stand along the curve; the figure you choose is your hypothetical, not the desk's call.
Table view — the same figures as text
Series
As printed
2Y Treasury
4.67%
10Y Treasury
5.05%
30Y Treasury
5.37%
Source: Mining & Resources edition, Oct 29 — Rates & the dollar, nominal Treasury yields as printed.
Miners vs metal — the GDX/GLD ratio
The ratio level printed under the tape: GDX/GLD 0.2248.
Table view — the same figures as text
Series
As printed
5 days
-1.8%
20 days
-2.5%
Source: Mining & Resources edition, Oct 29 — Bottom Line, as printed: the GDX/GLD ratio is -1.8% over 5 days (-2.5% over 20).
The cash register — free-cash-flow yield (TTM)
Trailing-12-month cash register, from filed financials (through Q2 2026) — the edition's basis, on the chart's face.
YOUR ARITHMETIC — the three yields above are the desk's, as printed. Dial in YOUR OWN hurdle yield and see where it would stand among the printed names; the figure you choose is your hypothetical, not the desk's call.
Table view — the same figures as text
Series
As printed
Albemarle (ALB)
10.2%
Newmont (NEM)
8.0%
Freeport-McMoRan (FCX)
6.2%
Source: Mining & Resources edition, Oct 29 — Narrative vs Reality table, FCF yield (TTM) as printed.
In the words, not the charts: this view charts the edition’s bound figures only. The edition’s sections — 1 · BOTTOM LINE · 2 · TAPE & MARGINS · 3 · THE ONE CHART — MINERS VS METAL · 4 · NARRATIVE vs REALITY · 5 · NEXT 5 TRADING DAYS — include stories whose substance is narrative or conditional; those are told in the Newsletter state.