Asymmetric Research
Asymmetric ResearchOffering institutional quality research to everyone. Natural resources focus.
| Platform |  | Pricing | Only paid issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 41 | Subscribers | Read | asymmetricresearch.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Our Preferred Play on Oil…
In light of the developments in Iran and the Middle East/Gulf, we thought we would highlight our preferred structural play on Oil.
Updated Uranium Market Deficit Forecasts
This update revises our uranium supply deficit forecasts, following the latest results from the two leading producers in the space. We also provide insights on Cameco’s inventory levels and offer our analysis of the current state of uranium...
A Leveraged Play on Copper
In this now we look at Amerigo Resources (TSX: ARG) a USD 700 million market-cap copper producer...
Eerily Similar
Today’s sell-off in gold exhibits striking similarities—both in pattern and speed—to the correction observed...
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Authors
The writers behind this newsletter.
Striving to offer institutional quality research to all. In search of outsized gains on natural resources through honest and independent fundamental analysis. Our views only, not investment advice.
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