Weekenders

Feb 14, 2026

10 min

Another Friday breather from the ASX this week. Almost everything on our watchlist was down for the day (but still mostly up for the week). Then came the Friday mainstream media headlines throwing out all of the usual buzzwords - meltdown, crash, collapse… Sometimes there are reasons to be worried in markets - Friday didn’t feel like that at all, on the contrary it felt like nothing but “noise”. So check out our take on the “Debasement Trade” that we first flagged 5 weeks ago.

Feb 8, 2026

19 min

Here you can find everything we wrote about in the past week, plus some interesting stuff we came across on our travels. A much bigger week for announcements this week, we did quite a few QuickTakes so it appears companies are now well and truly back into the swing of things. Plus check out our new Investment: BMG

Feb 7, 2026

13 min

Much mooted by many as the “digital, gold alternative”, Bitcoin was sold off by as much as 40% during the week. Does that mean some of that released money will now find its way back into traditional “safe haven” assets, gold and silver? Back in 2022, we sat in a Melbourne Mining Club lunch presentation by the AngloGold Ashanti CEO, who had slides about bitcoin absorbing a lot of capital that would usually go into gold. (the fact that a major gold company CEO spoke about bitcoin diverting funds away from gold lives rent free in our heads)

Feb 1, 2026

13 min

Yesterday we wrote about the gold and silver pull back on Friday and what it means for junior gold and silver stocks… We also updated our gold and silver ebook with our current positions. We think this thesis for gold and silver rising further is still very much in play. You can also find here everything else we wrote about last week, plus some interesting stuff we came across on our travels.

Jan 31, 2026

13 min

Well, that was quite the pull back… We woke up this morning to see silver down 25% and gold down 9%... in a single session.