Weekenders

Sunday Edition: 19th July

Weekender

21 min

Here you can find short overviews of all the content we published last week, plus links to each full note. Following on, there’s also some links to other interesting stuff we came across on our travels around the internet.

372 Pages of Confirmation Bias (Thanks IEA)

17 min

Sunday Edition: 12th July

22 min

We are saying it again - "Not wrong, just early"

14 min

Sunday Edition: 5th July

20 min

Down at half time, small caps come out firing in July

8 min

Sunday Edition: 28th June

21 min

From World Cup ads to AI chatbots: The macro trend behind Our Newest Investment

Weekender

Jun 27, 2026

15 min

I’ve spent a big part of the soccer World Cup trying to explain to my 4 year old kid why the “naughty TV is trying to trick you into buying McDonald’s” every 20 minutes. After 4 years of successfully shielding my kid from most of these horrors, he now squeals with excitement when he sees the McDonald’s golden arches on a drive. Yesterday we announced Our new Investment Spacetalk (ASX: SPA) SPA’s technology is a family-safety platform, hardware plus an app, that lets parents control what kids access on the internet on their own phones.

Sunday Edition: 21st June

Weekender

Jun 21, 2026

21 min

Here you can find short overviews of all the content we wrote last week, plus links to each full note. Further down, there’s also some links to other interesting stuff we came across on our travels around the internet.

China got out to a lead. The $70 trillion rare earths comeback starts now.

Weekender

Jun 20, 2026

15 min

There's a particular magic to watching the world's nations gather in one place and send their very best to represent them. The flags are raised. The anthems play. The handshakes are firm, the smiles are tight, and everyone pretends the old rivalries have been left at the door. Millions are tuning in, holding their breath, waiting to see who finishes on top. I'm of course talking about the G7 summit that was held earlier this week, where a combined US$70 trillion worth pledged to bankroll, de-risk and onshore Western mining and processing… and it specifically called out RARE EARTHS.

Sunday Edition: 14th June

Weekender

Jun 14, 2026

13 min

Here you can find short overviews of all the content we wrote last week, plus links to each full note. Lower down, there’s also some links to other interesting stuff we came across on our travels around the internet this week.

A Rough Week That Ended Well

Weekender

Jun 13, 2026

14 min

Thank god that week is over. Well the first 4 days of it at least - things appear to be turning positive again in the last day and half. On Thursday night, new talk of an Iran peace deal made the Aussie markets pop on Friday. Then last night SpaceX started trading on the NASDAQ and... went up - lifting many moods AND the US markets, which means the ASX small end should be good on Monday.

Weekenders