Asymmetric Research

Asymmetric Research

Home
Notes
Chat
Archive
Leaderboard
About
Gold: Buying This Correction. 3 Names We Are Adding
Gold is under continued selling pressure today... We are adding.
 • Asymmetric Research

Recent posts

View all
Uranium – Cameco Guidance Hanging by a Thread, Implications for Market Purchases
Cameco’s flagship McArthur River mine and Key Lake mill are cut off.
 • Asymmetric Research
Uranium — Release Valve Running Dry?
We do not own Cameco, but the Q1 results carry read-through for the broader uranium sector.
 • Asymmetric Research
The Uranium Catalyst Nobody Is Pricing In
We believe utility restocking is rapidly becoming the central catalyst for the uranium bull case — shifting from mere optionality to a high-probability…
 • Asymmetric Research
From Conflict to Catalyst: Uranium's Next Leg Higher
After having been cautious early last year, we turned constructive on uranium in summer. We now turn outright bullish.
 • Asymmetric Research
Gold – GMining Acquisition of G2: Key Takes
We have crunched the numbers on G Mining Ventures announced takeover of G2 Goldfields.
 • Asymmetric Research
Natural Gas – Updated European Outlook After Ceasefire
European natural gas prices (TTF) dropped below €45/MWh, with news that the US and Iran have agreed to a two-week ceasefire, which includes the…
 • Asymmetric Research
Gold’s Descent: Now What?
Gold has dropped by 27% from its January peak, at time of writing...
 • Asymmetric Research
Gold: Where is the Bottom?
Gold has dropped >16% from its peak two months ago, positioning it…
 • Asymmetric Research
Natural Gas - European Outlook: Navigating Volatility and Geopolitical Tensions
This report provides an in-depth analysis of the current European gas market, with a particular focus on price dynamics, supply risks, and the…
 • Asymmetric Research
Uranium and Elemental Sulphur: Assessing Potential Risks
Commentary has flagged the Strait of Hormuz as a potential chokepoint for global elemental sulphur supply. We assess the risks...
 • Asymmetric Research
Gold & Miners in a New Energy Crisis – Lessons from 1973 Revisited
The current escalation involving Iran, strikes across the Gulf, disruptions in the Strait of Hormuz—combined with surging energy prices—are evoking…
 • Asymmetric Research
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.
 • Asymmetric Research
Asymmetric Research
Asymmetric Research
Independent natural resources research. Rick Rule has highlighted our work on multiple occasions. Founded by a former sell-side equity analyst and hedge fund analyst at an energy transition fund. Not investment advice. DYOR.
Recommendations
View all 10
Excelsior Prosperity Substack
Excelsior Prosperity Substack
Shad Marquitz
The Noble Update
The Noble Update
George Noble
Rick Rule
Rick Rule
Rick Rule
Arkomina Research
Arkomina Research
Marko Bjegovic
Triangle Investor Substack
Triangle Investor Substack
Triangle Investor
© 2026 Asymmetric Research · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture