The Gem Hunt is Back: Finding What the Market Hasn’t Priced In
Each week, we’ll look at three potential gems across best performers, standout drill results and insider transactions, check where juniors…
Brazilian stocks are waking up
In this note, I cover how a new political cycle in Brazil may unlock a range of opportunities, with two…
Copper found the range. Silver hasn’t
In this note, I analyse how the lag between copper and silver futures has created a gap and potentially a…
Druckenmiller picked these stocks (and you’d be wise to learn why)
In this note, I analyse holdings by Stanley Druckenmiller’s family office, Duquesne, as reported in their latest Q2 filing vs.…
Copper Inventories are Sending a Warning Signal
In this note, I explore how shrinking inventories may be one of the clearest signs for long-term copper investors. This…
The Easy Copper is Gone
In this note, I look at the relationship between copper discoveries and implied costs since 1990, plus the key implications…
A practical guide to understanding Carbonate-Hosted Deposits
Here are the essential aspects to consider when reviewing companies holding these types of deposits.
The First Real Bullish Signal in Lithium This Year
In this note, I look into the lithium market and related equities from both a fundamental and technical analysis standpoint…
Are these Citadel’s highest conviction metals?
In this note, I analyse Citadel’s holdings as reported in their latest Q2 filing: more than 15K positions across sectors.…
Gold miners have broken out. Are Canadian juniors next?
In this note, I look into the relationship between gold miners and TSX-V-listed companies, and a fascinating possibility that may…
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