Weekenders

Jul 25, 2026

14 min

Iran war back on, Hormuz closed again, oil surging… Tariffs back on, US bond yields rising. Some money (and heat) coming out of USA AI mega-stocks… SpaceX trading below IPO price. Tesla spanked. Blah, blah, blah - just tell me when my small ASX stocks are going to go up, please?

Jul 19, 2026

21 min

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

Jul 18, 2026

17 min

We now enter week #2 of being wrong about the small end of the ASX roaring back in July. Blaming Australian school holidays again this week? Nope. Choose a negative global media headline from the week and blame the negative global sentiment flowing down into the ASX small end? Nah… well kind of. Nothing was wrong with the small end of the ASX specifically. Everyone just suddenly remembered that “risk exists”... at the same time. The real reason the market was generally red this week? Because more people wanted to sell, than wanted to buy.

Jul 12, 2026

22 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.

Jul 11, 2026

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?