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Anti—thesis

Konrad Brüggemann

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

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Substack
PricingOnly free issuesPublishesTwice weekly
Issues24Foundeda year agoLast Issue10 months ago
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Latest Issues

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:

  • Silver production of 4.7 million ounces (27% higher quarter-over-quarter)

  • Gold production of 10...

10 months ago
4

The Art of Approximation

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

From the moment we enter the school system, we're trained to value precision above all else. When asked to multiply 21 by 19, the only acceptable answer is 399....

10 months ago
4

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.

When we went to the Deutsche Goldmesse in Frankfurt two months ago, we were one of the few attendees in their 20s. D...

10 months ago
3

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?

Whether for investment purposes or to live in a property that belongs to...

a year ago
3

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

Saturday night, Operation Midnight Hammer commenced. Seven US B-2 bombers flew for 18 hours to strike Iranian nuclear facilities at Fordow and Natanz, which means the US is now officially involved in this war. According to Chairman of the J...

a year ago
3

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  • 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.

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