If you are an investor in the natural resource sector the Lassonde Curve model is foundational. It offers a structural understanding of the non-linear progression of producer valuations from exploration to production across the entire resource sector. The principles can be equally applied to subsegments of natural resources and the sector as whole. . [...]
Markets are a flow chart of capital. Capital never disappears. It reappears, flowing, reallocating, at times seemingly teleporting from one asset class or sector to another. From a capital allocation perspective, the objective is to anticipate these flows. The central questions: Where is capital concentrated? Where will it flow next? The answer to [...]
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