Members can also access exclusive research by Synergy Resource Capital. The focus is on these trending investment themes, with new items weekly.
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 sit in the broader market cycle, and pull out an insight from the growing historical dataset.
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 areas where I see substantial potential for value creation in metals & mining.
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 valuable opportunity for investors.
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. Q1: 119 positions across sectors. This overview focuses on the themes behind sentiment and potential signals implied.
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 is part 4 of my Supply stress series.
AREAS
Disclaimer: Opinions and materials presented are not investment or financial advice and are intended for informational and educational purposes only; please consult a financial advisor before investing. Content might contain affiliate links. By reading or sharing, you agree to our full disclaimer.
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