Asymmetric Research
Asymmetric ResearchOffering institutional quality research to everyone. Natural resources focus.
| Platform |  | Pricing | Only paid issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 35 | Subscribers | Read | asymmetricresearch.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
What Gold & Silver Equities Are Pricing In
After a strong 2025 for precious metals and equities (including our recommendations), we reiterate our structurally bullish view on gold. However, a cyclical correction in the commodity cannot be ruled out. We look at the implications for t...
2025 Was Good. The Next Moves Could Be Better
In this note, we look back at the investment picks we’ve made since launching on Substack in February 2025. On average, our calls delivered a 70% annualised return. We outline how much upside remains, focusing on each name.
Uranium – Tweaking up our deficit forecasts, focus on Japan
In this note, we update our uranium supply and demand estimates, reflecting a more bullish outlook than previously anticipated on the supply balance. Here we look at the uranium inventories of Japanese utilities, in particular.
How GOLD Bull Market Corrections Look
In prior publications we studied the 1970s gold bull market. In this note, we take a quick look at the 2001-11 gold bull market, focusing on the corrections that took place at the time. We thought it was important to do this analysis given ...
Authors
The writers behind this newsletter.
Striving to offer institutional quality research to all and to level the playing field for retail investors. In search of outsized gains on natural resources through honest and independent fundamental analysis. Our views only, not investment advice.
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