Commodities super cycles

Over the last few years of near zero interest rates, money was aggressively pushed into growth and consumer stocks (especially big tech) that benefit from an economy awash with easy money - pushing up those share prices to record highs.

US market swings drove a wild week on the ASX.

Tech has had a huge run over the last decade but we think now is the decade for commodities to shine.

Mainstream Media Catching on to the Commodities Supercycle

It looks like the commodities supercycle we have been predicting is now underway. We’ve been saying it's coming for a long time but are now seeing firm evidence that it's here across further recent commodity price spikes and mainstream media reports.

Inflation, US Fed Reserve, Bond Yield, Cash Buffer Portoflio

The pain in the markets continued this week, with many of our small and micro-cap stocks bearing the brunt of it. We can sense the fear in the market, but as long-term investors we remain firmly committed to our portfolio companies. As a result, what follows today is a look at how we see things playing out in the market now and into the future.

What did our investments do this week? CPH, ONE, TMZ, 88E and more...

The Next Investors weekly wrap up, covering off everything that happened in our portfolio this week.

TMZ’s Tin Asset is Suddenly Very Interesting.

Thomson Resources (ASX: TMZ) original tin asset is looking very interesting for a potential sale, spinout or some drilling

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