Weekenders

May 30, 2026

10 min

Two days ago, Russia passed legislation allowing banks and financial institutions to operate their own anti-drone defence systems. Specifically including the jamming of drone communication signals. Has “comms link jamming” just gone mainstream? And how did we arrive at laws for banks being allowed to jam comms links? The modern day battlefield is more and more reliant on comms link resilience. The surging numbers of remote operated, unmanned, drones, robots, boats and vehicles on BOTH sides all require communication (comms) links…

May 24, 2026

23 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.

May 23, 2026

12 min

If you haven’t already heard about the SpaceX IPO… You probably will over the coming months. Elon's SpaceX filed for its IPO a few days ago… Why does this matter for the markets? “Blockbuster” IPOs insert even more attention, capital and activity into the market. The number of US IPOs in any given year is a pretty good indicator of market conditions and sentiment. Sentiment which (generally) trickles down to other markets. Like the ASX… right?

May 17, 2026

18 min

Yesterday we shared an image showing the critical minerals where China dominates supply with the stocks we are invested in for each mineral. And how the West is now throwing money at bringing their own supply online. Below 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.

May 16, 2026

16 min

US president Donald Trump and Chinese President Xi Jinping just spent two days agreeing to "do stuff" together... eventually. The "agreement" is the agreement to NOT have the ARGUMENT right now. Or in this case… the war? That's what we think the Beijing Trump-Xi meet was. We think the USA does NOT want China having critical mineral supply leverage over it for the great, global race to build out AI, robotics and militaries. So they're scrambling to fix it. And the scramble is the trade.