In this note, I analyse Citadel’s holdings as reported in their latest Q2 filing: more than 15K positions across sectors. This overview focuses on themes behind sentiment and potential signals implied.
Are these Citadel’s highest conviction metals?
Here’s why everything is about to change for lithium
Everything is about to change for the white metal.
The (lithium) inflection point we’ve been praying for
Plus what we are watching this week, across commodities and stocks.
Lithium deposits
Today we'll cover some deposit basics including: characteristics, grades and tonnage and more
Here’s something you may not know about Australia
(Hint: it relates to commodities and mining)
This choice could transform how we invest in mining for good 📝
Plus what we are watching this week, across commodities and stocks.
Surge Battery Metals | TSXV: $NILI
Here's a stock you may want to seriously research
Get ready: these players belong in your portfolio 📝
Plus what we are watching this week, across commodities and stocks.
I’m calling it: Lithium is on the verge of something big 📝
Plus what we are watching this week, across commodities and stocks.
These metals will be in every investor’s portfolio (yes, including you) 📝
Plus what we're watching this week, across markets and commodities.
To ‘gold or not to gold’, that is the question 📝
Here's what we expect to see this week across markets and commodities
When it comes to copper, should we walk before we run? 📝
Here's what you can expect to see this week across markets and commodities
Where are the mines of tomorrow coming from?
Let's breakdown current exploration strategies and investment trends.
Copper prices depend on this wildcard 📝
With copper running faster every week, today I wanted to take an in-depth look at what the copper market may have in store for us over the next few years.
But SERIOUSLY… When will lithium stocks recover!? Here are some clues 📝
Let’s get ready for another week investing in mining & metals, the energy transition and the future, shall we?
These Metals Will Soar in 2025 📝
Plus: - Sentiment on socials - Market update and outlook - Opportunities in mining stocks
Which is the best of these mining stocks? Copper and uranium | IMARC 2024
Hey hey! We recently took part in this event and thought you'd find it interesting. Access the full video below. Enjoy!
Lithium Argentina | TSX: $LAAC
Quick insights on specific stocks
Geopolitics creates risks but also BIG opportunities 📝
Let's see what you (may have) missed last month.
The biggest challenge for metals and the energy transition 📝
Challenges ahead plus where investors can find opportunities through it all.