Weekenders

Feb 21, 2026

14 min

Eerily quiet on the small end of the market this week. (continuing what has been a generally stale and quiet February) But this is not like previous “pauses” between mini bull runs we have seen the last few years. While most stocks have come off a bit, there doesn’t appear to be much “desperate selling no matter what” like during past breathers. Now, even though it's quiet, it seems like most shareholders still want to be there, in anticipation that another run is just around the corner… and have the means to hang around. The selling during the pauses doesn't seem as strong as in the past.

Feb 15, 2026

18 min

Here you can find everything we wrote about last week, plus some interesting stuff we came across on our travels.

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)