Weekenders

Maths solved, AI trade wobbles and small caps wait for sentiment to turn

Weekender

9 min

Not that much to say this week… Another brutal week of trading - I’ve been trying to avoid looking at the screen until things get better. (except Friday - a nice bit of respite, watchlist mostly green, silver up, gold up, HAR up 40%) Regular readers will know these rough periods in the small end of the market come and go. (key thing is how long they last) And the bounce backs from “overly sold off” stocks can be very nice when they finally happen.

Sunday Edition: 11th October

14 min

We're looking at Europe to add to the critical minerals theme

10 min

Sunday Edition: 4th October

13 min

When a project you really like comes with baggage: cap structures, copium (and of course, critical minerals)

12 min

Sunday Edition: 27th September

20 min

Beaver Creek, a Trade Truce Extension and $100 Oil

6 min

Sunday Edition: 20th September

Weekender

Sep 20, 2026

17 min

See here for the short overviews of all the content we published 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.

Asteroid mining pitch decks are real now (so is the biggest oil shock in history)

Weekender

Sep 19, 2026

11 min

Last week I wrote about how we might need to build a giant robot planet that eats other planets to instantly extract all their critical minerals… I ALSO said that I hadn't yet seen a pitch deck for a robot planet that eats other planets to extract its critical minerals… yet. That changed a few days ago. This week I’ve been in the USA attending the All-In Summit to hear about all the latest and greatest in AI, robots and tech advancement in the USA. …and I met a company that is about to launch their first mission to mine an asteroid.

Sunday Edition: 13th September

Weekender

Sep 13, 2026

17 min

Below you can find short overviews of all the content we published 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. Over the last couple of weeks we have written about how human longevity PLUS superintelligent AI PLUS billions of robots building anything we want… … will drive a new insatiable demand for commodities and critical minerals. Possibly more minerals than we have on Earth…

When AI builds everything, someone still has to supply the ingredients

Weekender

Sep 12, 2026

11 min

Biggest commodity boom in the history of our planet coming? Over the last couple of weeks I have written about how human longevity PLUS superintelligent AI PLUS billions of robots building anything we want will drive a new insatiable demand for commodities and critical minerals. (and it's coming quicker than you think - rumours are out this week of the first “AI designed by AI”, called “recursive self improvement”) There are three ways to get the commodities and critical minerals needed for this future: Mine it, Recycle it, OR, A third and less talked about option…

Sunday Edition: 6th September

Weekender

Sep 6, 2026

17 min

Tomorrow we will release our 2026 ASX Small Cap Pick of the Year. A “Pick of the Year” is a choice we make based on the stock we think has the highest potential for share price appreciation in our Portfolio. Also as usual here you can find short overviews of all the content we published last week, and links to each full note. Plus there’s some links to other interesting stuff we came across on our travels around the internet.

Weekenders