Weekenders

Nov 22, 2025

Next Investors

7 min

After waking up on Friday morning and (as always) quickly checking to see what happened in global markets overnight… It made for some grim reading. A sea of red across the global equities and markets watchlist.

Nov 16, 2025

Next Investors

18 min

Yesterday we wrote about what the future of war will look like… And the critical minerals needed by countries to quickly build the biggest armies of autonomous robot war dogs and war drones, with the best AI. Our Investment Island Pharmaceuticals (ASX:ILA)’s drug Galidesivir has the potential to defend against bioweapons. ILA says they are coming out of trading halt tomorrow (Monday) morning “pending an announcement by Island Pharmaceuticals regarding US Food & Drug Administration feedback on Galidesivir program”

Nov 15, 2025

Next Investors

6 min

The original plan for today was a little “self pat on the back” about the silver price roaring up 9% for the week and getting back to the highest it’s ever been… And maybe a quick revisit of our silver thesis and silver stocks. Then we woke up to silver being down by 3.3% for the day. But instead, today we are going to write about emotions and autonomous AI robot war dogs

Nov 9, 2025

Next Investors

17 min

Happy Sunday… Below is a summary and links for everything we wrote about last week, along with some other interesting content we found in relation to our Portfolio. We have been talking a lot about the accelerating race between the US and China to be the leading global superpower… … and how the winner in technology, AI and the mass manufacturing of autonomous AI war robots and drones will ultimately be the new global power.

Nov 8, 2025

Next Investors

10 min

It’s now week 3 of the sentiment pullback in small ASX stocks. Greed changed to fear. But what has really changed in the bigger scheme of things? Just because some Australians who invest in small cap ASX stocks suddenly “felt different emotions” and collectively decided at the same time to take some money off the table, and small ASX stocks took a hit… Doesn’t suddenly mean that the GLOBAL macro themes behind these stocks have changed…