November 30, 2025, Vol. 252
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Mineral Drilling
Crypto Treasury Strategies – Update Thinking back to the summer of 2025, we hit a period where every company with a failed business model had a chance at a second life if they transitioned to a bitcoin treasury strategy. Back in September, we wrote about the reflexive nature of those crypto treasury plays. While they…
Leaving on a jet plane….
We are going to keep this pretty short as we are currently boarding a plane in Dubai for Hong Kong. In HK, we are teaming up with our good friend and fellow hedgie, Roderick van Zuylen (aka Roojoo), for a string of management meetings and to attend a Macro thematic conference (if you are HK…
April 7, 2024, Vol. 171
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Our thinking on Gold
Since many of us are involved in the metals markets, we thought a quick “awww shucks” was needed. Yes, we like to make fun of charts, but sometimes they really do work, even if they only work when you’re drawing your lines after the fact. Here’s gold. We’ve posted this a few times now, but…