Weekenders

Aug 23, 2025

Next Investors

10 min

US comments send markets to record highs last night. Gold and silver spike upwards. US critical metals getting hotter. Aside from just two red days early this week, the small end of the market is still feeling very good. Those two down days were pretty much the only ones in the last 7 weeks, but the market bounced straight back after.

Aug 17, 2025

Next Investors

17 min

We have seen over the past several months how big (and sudden) of a priority it is for the US to rebuild critical mineral supply and industries. And it looks like the US is even willing to look abroad for some of its critical minerals supply - interesting for any decent projects in US friendly locations…

Aug 16, 2025

Next Investors

14 min

The small end of the market is still feeling very good… (we got an Aussie rate cut this week which was one of our “6 things that need to happen for the bull market in small stocks to come back” checklist back in June). The “US critical minerals” macro investment thematic stepped up another level again this week.

Aug 10, 2025

Next Investors

12 min

Yesterday we wrote about macro investment themes that we think are coming next. The US critical metals theme is starting to gain momentum… And we think silver is going on a generational run in the next 12 months. We are looking to add more investments in silver and US critical metals as both macro themes move to "Stage 3 - it's getting real” in our model.

Aug 9, 2025

Next Investors

14 min

We are now in week 6 of the small cap market being “back”… (we called it in June, finally got one right…hopefully it keeps going?) We always said the small cap market needed a strong macro theme to bring it back to life. To bring the sidelined investors back from years of hibernation.