Anti—thesis
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The Silver Mormons Delivered
Last night, $CDE and $PAAS released their Q2 numbers, and we can't complain...
Aug 7
•
Konrad Brüggemann
2
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The Silver Mormons Delivered
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July 2025
The Art of Approximation
A case for estimation in a world that rewards accuracy, and how rough approximations lead to better decisions faster.
Jul 27
•
Konrad Brüggemann
4
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The Art of Approximation
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Gold has a youth problem
The average gold investor is in his 50s. A generational shift is needed.
Jul 18
•
Clement Bret
2
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Gold has a youth problem
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June 2025
Deconstructing housing
Real estate is known as a fortune maker, but what if it actually makes you poorer?
Jun 24
•
Clement Bret
and
Konrad Brüggemann
3
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Deconstructing housing
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WHTW: June 16th - 22nd (War Special)
We monitored the situation extensively this week. Here is what happened.
Jun 22
•
Konrad Brüggemann
2
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WHTW: June 16th - 22nd (War Special)
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WHTW: June 9th - June 15th
This week's news have been dominated by the Iran-Israel conflict, but what else happened that is relevant for mining investors?
Jun 16
•
Konrad Brüggemann
3
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WHTW: June 9th - June 15th
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Is This the Start of an Oil Bull Run?
Oil prices spiked 7% on Friday following dramatic escalations in the Middle East. But is this the beginning of a sustained bull run, or just another…
Jun 14
•
Konrad Brüggemann
3
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Is This the Start of an Oil Bull Run?
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WHTW: June 2nd - 8th
It was a noisy week, but certain precious metal investors were happy.
Jun 8
•
Konrad Brüggemann
2
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WHTW: June 2nd - 8th
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Zoomers, read this if you want to retire one day.
Retirement systems across the world are in danger. Hard assets and inflation edges can save you.
Jun 5
•
Clement Bret
and
Konrad Brüggemann
5
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Zoomers, read this if you want to retire one day.
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WHTW: May 26 - June 1st
Bad News From West Africa, Good News From Argentina, M&A, and Tariffs.
Jun 1
•
Konrad Brüggemann
6
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WHTW: May 26 - June 1st
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May 2025
Investing in the world's fastest growing economy
This small country's discovery of gigantic oil reserves has unlocked new opportunities for the adventurous investor.
May 28
•
Clement Bret
4
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Investing in the world's fastest growing economy
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GMIN: Raw notes from the Q1 call
The G Mining Q1 conference call just concluded. Here's our summary.
May 15
•
Konrad Brüggemann
3
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GMIN: Raw notes from the Q1 call
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