Community profile
Amir Silva
Iron#65academic / quant-formal · energy-cyclical On Arithmos, academic / quant-formal who tilts the portfolio toward the Value factor — cheap stocks where the market has over-discounted the future. Builds and shares public indices grounded in energy + commodities themes.
Copper Deficit Index
8“Build an index of copper producers and developers positioned for a structural supply deficit driven by electrification, weighted toward assets in stable jurisdictions with low political risk.”
2026-07-08US & Middle East Energy Index
10−139%“An index of the largest US and Middle East oil and gas producers, refiners, and infrastructure operators — capturing the global hydrocarbon majors.”
2026-04-30