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.
Brazilian stocks are waking up
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.
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 for investors. This is part 3 of my “Supply stress” series on copper.
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 to see where we may be headed.
Copper exploration budgets follow prices, but discoveries don’t
In this note, I investigated the relationship between copper prices, exploration budgets and discoveries over the last 36 years. This analysis provides insights into how miners will spend in 2026 and can help investors inform their strategies now and into 2027.
The next frontier for copper
For decades, Chile has sat unchallenged at the top of global copper production. The next chapter may require looking just a little bit east.
Houston, we have a (duration) problem
Plus what we are watching this week, across commodities and stocks.
Gold vs. oil: I bet you haven’t thought of this
Plus what we are watching across commodities and stocks.
This trend in critical minerals needs to blast off, now
Plus what we are watching this week, across commodities and stocks.
The (lithium) inflection point we’ve been praying for
Plus what we are watching this week, across commodities and stocks.
Exploration methods: geological and geochemical
Investors need an understanding of the tools and techniques used, as these insights will help conduct due diligence and research.
This billion-dollar mine has timely lessons for the whole mining sector 📝
Plus what we are watching this week, across commodities and stocks.
Copper is now critical in the US… and these projects may hit the JACKPOT 📝
Plus what we are watching this week, across commodities and stocks.
The next copper giant has a built in kicker you may not expect 📝
Plus what we are watching this week, across commodities and stocks.
This choice could transform how we invest in mining for good 📝
Plus what we are watching this week, across commodities and stocks.
These minerals are headed for centre stage (finally!) 📝
Plus what we are watching this week, across commodities and stocks.
From a gold producer with BIG ambitions to a lithium surprise 📝
Plus what we are watching across commodities and stocks.
Believe it or not, I’m betting on these metals 📝
Plus what we are watching this week, across commodities and stocks.
Here are 6 worthy REE stocks to grow your exposure (plus a juicy bonus)
Let's face it. Rare earths are smoking hot.
Get ready: these players belong in your portfolio 📝
Plus what we are watching this week, across commodities and stocks.