Archive - Anti—thesis

Deconstructing housing

Real estate is known as a fortune maker, but what if it actually makes you poorer?

5 hrs ago •

and

Konrad Brüggemann

WHTW: June 16th - 22nd (War Special)

We monitored the situation extensively this week. Here is what happened.

Jun 22 •

Konrad Brüggemann

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

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

WHTW: June 2nd - 8th

It was a noisy week, but certain precious metal investors were happy.

Jun 8 •

Konrad Brüggemann

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 •

and

Konrad Brüggemann

WHTW: May 26 - June 1st

Bad News From West Africa, Good News From Argentina, M&A, and Tariffs.

Jun 1 •

Konrad Brüggemann

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 •

GMIN: Raw notes from the Q1 call

The G Mining Q1 conference call just concluded. Here's our summary.

May 15 •

Konrad Brüggemann

CNQ: Q1 Review and Political Headwinds

This company is a real beast. The stock has been under pressure for the last few years, but we see it heading (much) higher going forward.

May 13 •

Konrad Brüggemann

and

A Quick Look At Coeur Mining's Q1 Report

Coeur is the US' largest silver producer. It's been a dog, but is it finally delivering?

May 8 •

Konrad Brüggemann

The Junior Mining Company Management Checklist (downloadable)

Management is the single most important factor when it comes to successfully building a mine, make sure it ticks the boxes during your DD.

May 7 •

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