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Algos own the first hour. You own days 3 to 10.Macro news reprices gold in minutes and a TSXV explorer in 5–21 days, up to 2.31x harder.How it works

How the model works

Every figure in the Situation Room comes from one of the four tables below. None of it is generated per event: an event is classified, and the tables do the rest.

The three steps

  1. News reaches a driver. A rate decision moves the dollar in minutes and gold in hours. This is the part you cannot trade — the algorithms are already done.
  2. The driver reaches a company. Senior producers move the same day. Resource companies take two to seven. TSXV explorers take five to twenty-one.
  3. The move is amplified. A junior does not move by the same percentage as the metal. Part C records a factor per company, from 0.70x to 2.31x.

Stage timings

Driver moveSenior producersMid-tier producersResourceExplorationAmplification (as recorded)
Gold Futures ±5%Same day1–2 days2–5 days3–10 days1.5-2.5x at producer, 0.5-3x at junior
Silver Futures ±5%Same day1–2 days3–5 days5–14 days1.0-1.5x at producer, 1-4x at junior
Copper Futures ±5%Same day1–3 days3–7 days5–14 days0.8-1.6x at producer, 0.5-2x at junior
Uranium (URA) ±5%Same day1–2 days2–5 days5–14 days1.0-2.0x at producer, 1-5x at junior
Battery Metals (LIT) ±5%Same day1–3 days3–7 days7–21 days0.9-1.2x at producer, 1-3x at junior
DXY ±2%1 day1–3 days3–7 days5–14 daysInverse: 2-3x at producer, 1-5x at junior
TNX ±50bps1–3 days2–5 days3–10 days7–21 days0.5-1x at producer, 0.5-2x resource (financing)
VIX Spike >25Same day1–2 days1–5 days1–7 daysGold up 0.5-1x, Base metals down 1-2x
S&P 500 ±3%Same day1–2 days2–5 days1–7 days0.5-1.5x, juniors hit hardest in selloffs

Coverage

SectorCompanies
Copper25
Gold25
Silver21
Battery metals24
Uranium24
Total119, of which 95 are TSX or TSXV listed

What this is not

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