Weekenders

Sunday Edition: 3rd May

Weekender

22 min

Time to venture out of the research and writing den… Get some natural light, and interact with some human beings IRL. This week we will be heading up to Sydney to the RIU Resources Round up conference. It’s the largest and busiest resources investment conference on Australia’s east coast, and it's free for investors to attend. There’s dozens of companies presenting and sitting at booths, so plenty of time to chat to management. And who knows, maybe some future Investments too… Here you can find short overviews of all of the other content we wrote last week, plus links to each full note.

Commodity supercycle beginning as inflation fuels demand?

17 min

Sunday Edition: 26th April

16 min

The reactivation thesis: When meme stocks awaken

23 min

Sunday Edition: 19th April

20 min

Oil & Gas Is Back on the Market's Radar

15 min

Sunday Edition: 12th April

14 min

Our biggest first Investment ever and checking in elsewhere

Weekender

Apr 11, 2026

16 min

Sick of hearing about robots? AI taking jobs and what sci-fi books I've been reading? Careful what you wish for… Because I'm about to start talking about silver again. After a nice couple of months break from my insufferable silver ramblings every Saturday, there is going to be a little bit of that today. Mainly because we just added a new silver stock to our Portfolio - Patriot Resources (ASX: PAT). A good time for it given that silver is going sideways for now, before what we hope will be the next leg up.

Sunday Edition: 5th April

Weekender

Apr 5, 2026

17 min

Here you can find quick overviews of all the content we wrote last week, plus links to each full note. Further down the article, some links to other interesting stuff we came across on our travels around the internet.

Triple-Crown Supercycle: The 3 Incoming Global Buildouts

Weekender

Apr 4, 2026

17 min

So are we moving to a multi-polar world now? USA and the Western Hemisphere, China and friends, Europe and friends? Each with a “local police force”. So not one giant global military, AI, data centre and robot buildout but three of them. Simultaneously? Every “bloc” is going to want control of their own… And all of that is going to need materials/energy to build and power it…

Sunday Edition: 29th March

Weekender

Mar 29, 2026

22 min

Here you can find quick overviews of all the content we wrote last week, plus links to each full note. Further down, some links to other interesting stuff we came across on our travels around the internet.

Broken or Sprained? What the Market's Telling Us Right Now

Weekender

Mar 28, 2026

20 min

Is the market broken again? What could be different this time? Maybe this Iran conflict market freak out of the last few weeks is just a “tweaked hammy” or “dead leg” and recovery will only take a couple of weeks…

Weekenders