Weekenders

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

Weekender

14 min

Remember when I said last week that the small end of the markets would start being good this week now that July has started? Well - they weren't. Surprise surprise, the guy who, ahem, didn't sell any silver stocks during the January silver mania and record silver prices gets it wrong sometimes. (time will tell… still waiting for the next leg up in the silver run) So why didn't the market keep running as predicted? Even after an excellent first couple of days of July? I’m going to blame… hmmm - school holidays?

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

15 min

Sunday Edition: 21st June

21 min

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

15 min

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.

Sunday Edition: 7th June

Weekender

Jun 7, 2026

19 min

Public service announcement: the ASX market is shut tomorrow for a public holiday. So it’s a 4 day trading week ahead of us… 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.

Tax loss selling is back, which is actually a good sign

Weekender

Jun 6, 2026

16 min

Have you got any stocks that were up a lot at some point this financial year? (Finally! A good year.) Then they had come off a bit… ok fine, ebbs and flows, in it for the long term blah blah. And suddenly this week their share prices got kicked in the guts? It's been a few years now since we have talked much about how “June tax loss selling is smashing small stocks”. Know why? Until this financial year, barely anyone in small cap land had any capital gains to offset with June tax loss selling… So… there wasn’t much June tax loss selling. But THIS year… It's baaaaack.

Sunday Edition: 31st May

Weekender

May 31, 2026

21 min

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

Weekenders