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Anti—thesis

Konrad Brüggemann, Clement Bret

Unique insights into geopolitics and market dynamics across various sectors in the natural resource space.

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Substack
PricingOnly free issuesPublishesTwice weekly
Issues24SubscribersRead anti-thesis.xyz

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

The Silver Mormons Delivered

Let us start with Coeur Mining $CDE, as they published their quarterly results around an hour before Pan American. Highlights include:

4 months ago
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The Art of Approximation

Junior High School: Classroom, by Harris & Ewing. Source: Library of Congress

4 months ago
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Gold has a youth problem

The demographics of gold investors tend to skew on one side. “Old, fat, bald, white rich guys,” as Rick Rule likes to say.

5 months ago
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Deconstructing housing

If you are young and have enough cash saved for a down payment, you are probably thinking about getting into real estate. You don’t want to miss another train, right?

5 months ago
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Authors

The writers behind this newsletter.

  • Konrad Brüggemann

    At Antithesis, we offer unique insights into geopolitics and market dynamics across various sectors in the natural resource space, coupled with company-specific reports to play our theses.

  • Clement Bret

    write natural resources and geopolitics for Anti—thesis

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