Weekenders

Nov 9, 2025

Next Investors

17 min

Happy Sunday… Below is a summary and links for everything we wrote about last week, along with some other interesting content we found in relation to our Portfolio. We have been talking a lot about the accelerating race between the US and China to be the leading global superpower… … and how the winner in technology, AI and the mass manufacturing of autonomous AI war robots and drones will ultimately be the new global power.

Nov 8, 2025

Next Investors

10 min

It’s now week 3 of the sentiment pullback in small ASX stocks. Greed changed to fear. But what has really changed in the bigger scheme of things? Just because some Australians who invest in small cap ASX stocks suddenly “felt different emotions” and collectively decided at the same time to take some money off the table, and small ASX stocks took a hit… Doesn’t suddenly mean that the GLOBAL macro themes behind these stocks have changed…

Nov 2, 2025

Next Investors

14 min

Happy Sunday… Below is a summary of every stock we wrote about last week. Without further ado…

Nov 1, 2025

Next Investors

9 min

Aside from the almighty small end barf on Tuesday this week, things started looking up again in the back half of the week. Silver, gold (and in current times, US critical minerals) will perform better during times of global uncertainty. Over the last two weeks the market appeared to be pricing in a potential “global new normal” post the Trump-Xi meeting. …but what we got instead was a “12 month truce”.

Oct 26, 2025

Next Investors

17 min

Below you can read about every stock we wrote about this week: But first… The most interesting thing we watched this morning is this interview with the US Secretary for Energy Chris Wright: We think the US critical minerals theme is going to be one of the biggest themes of 2026. (and probably remain strong during the remaining 3 years of the Trump administration… and maybe even another term.)