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.
Plus what we are watching this week, across commodities and stocks.
Plus what we are watching this week, across commodities and stocks.
Plus what we are watching this week, across commodities and stocks.
A first look at this mining stock
Supply may not come from where you'd expect...
Here's what you can expect to see this week across markets
Let's breakdown current exploration strategies and investment trends.
Quick insights on specific stocks
Quick insights on specific stocks
Is this the new way for copper?
Quick insights on specific stocks
Hey hey! We recently took part in this event and thought you'd find it interesting. Access the full video below. Enjoy!
Quick insights on specific stocks
- US - Europe - Australia - Canada
A recap of 2023 and early 2024 in commodities, with links to my best analyses of copper, lithium and the major miners.
Hey hey! We recently took part in this event and thought you'd find it interesting. Access the full video below. Enjoy!
Five things beginners should know about gold stocks, from technical terms to jurisdiction risk and exploration odds.
Argentina one year on: lithium's price rise, the opening to investment and the wave of companies that entered in 2016.
