Weekenders

Jan 24, 2026

Next Investors

23 min

Lots to talk about this week… We could be entering an “every commodity” bull market. (yes, even the long hated battery metals that everyone loved in 2020-2021 are starting to look good again) World leaders met at Davos during the week and basically called the “end of globalisation”… Europe, Canada and the USA acknowledged that they are going to need to domestically “build” all the strategically important “stuff” they have been importing from frenemy countries over the last 50 years. (including the critical minerals needed to build said “stuff”). Also... silver

Jan 18, 2026

Next Investors

22 min

As 2026 kicks off, yesterday we wrote about what we got right in 2025 - turns out a fair bit. The only thing we didn’t manage to find and add was a countercyclical, beaten down, later stage battery metals project... We are adding a new Portfolio addition next week - stay tuned. This morning we watched this video from the Saudi Arabia hosted “Future Minerals Forum” where “Special Assistant to the US president, National Security Council” David Copley, talks about the USA’s intent on critical metals and mining ambitions.

Jan 17, 2026

Next Investors

9 min

At the start of 2025 we released our “strategy for 2025”. We stuck to it and so far it’s working pretty well. Gold up over 65% last year - we were right. Silver was last year’s best performing commodity, up 148% - we were right. US critical minerals are back… (so far so good for the first 2 weeks of the new year). Our biotech ILA is up 190% and our tech pick ROC is up 413%. So far we have been right… The only thing we didn’t manage to find and add was a countercyclical, beaten down later stage battery metals project.

Jan 11, 2026

Next Investors

10 min

Yesterday we covered some of the Investment ideas we are thinking about as 2026 starts to kick into gear. What other new “macro investment themes” could attract attention and capital for the next few years? See here for a summary of everything else we published last week plus links to the full articles (and one email we sent in the week between Christmas and New Years).

Jan 10, 2026

Next Investors

11 min

Sick of hearing about silver and gold yet? We aren't. BUT we ARE also thinking about what other new “macro investment themes” could attract attention and capital for the next few years. What’s next? And how to get exposure to the next global investment theme by adding new stocks to our Portfolio. Ideally BEFORE the macro theme properly kicks in and capital starts chasing the stocks in the space…