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Our monthly Sandpiper newsletter, where we share our latest thinking, company updates, and broader observations from the markets

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• Global economic outlook
• Interest rates, inflation, liquidity conditions
• Commodity cycle analysis

• Gold & silver
• Copper & battery metals
• Critical minerals (rare earths, uranium, lithium, etc.)
• Energy commodities (coal, natural gas, oil)

• Exploration trends
• Development pipelines
• M&A and consolidation
• Jurisdictional risk assessments

• Company overviews
• Project evaluations
• Capital structure breakdowns
• Management quality & track record

• Deep dives on geopolitical risks
• Currency regimes (e.g., dollar dominance, Bretton Woods implications)
• Metals demand under energy transition
• “Big Idea” reports for investors