Weekenders

You can't print your way out of a metal problem… Or a scandium one

Weekender

20 min

Exactly 55 years ago, President Nixon announced he was "temporarily" suspending the US dollar's convertibility into gold. (yep, each US dollar used to be convertible into gold from the US gov…) ~95 years ago, the then global super power, Britain, announced that the Pound Sterling (the global reserve currency at the time) would no longer be backed by gold… (World Wars aren't cheap, and you can’t print gold backed currency) Read on to find out how the British Empire’s actions back in 1914 set off a chain of events over the last 100 years that led to small ASX stocks going up for the last 2 weeks

Sunday Edition: 9th August

21 min

Gold, Silver and US Critical Minerals - Is the Second Wave Starting Now?

14 min

Sunday Edition: 2nd August

16 min

1.2 Million Margin Calls, One Imploded Hedge Fund Kid, and a Historic Snapback

13 min

Sunday Edition: 26th July

22 min

Bonds stopped doing their job - Commodities are auditioning to replace them

14 min

Sunday Edition: 19th July

Weekender

Jul 19, 2026

21 min

Here you can find short overviews of all the content we published last week, plus links to each full note. Following on, there’s also some links to other interesting stuff we came across on our travels around the internet.

372 Pages of Confirmation Bias (Thanks IEA)

Weekender

Jul 18, 2026

17 min

We now enter week #2 of being wrong about the small end of the ASX roaring back in July. Blaming Australian school holidays again this week? Nope. Choose a negative global media headline from the week and blame the negative global sentiment flowing down into the ASX small end? Nah… well kind of. Nothing was wrong with the small end of the ASX specifically. Everyone just suddenly remembered that “risk exists”... at the same time. The real reason the market was generally red this week? Because more people wanted to sell, than wanted to buy.

Sunday Edition: 12th July

Weekender

Jul 12, 2026

22 min

Below you can find short overviews of all the content we published last week, plus links to each full note. Further down, there’s also some links to other interesting stuff we came across on our travels around the internet.

We are saying it again - "Not wrong, just early"

Weekender

Jul 11, 2026

14 min

Remember when I said last week that the small end of the markets would start being good this week now that July has started? Well - they weren't. Surprise surprise, the guy who, ahem, didn't sell any silver stocks during the January silver mania and record silver prices gets it wrong sometimes. (time will tell… still waiting for the next leg up in the silver run) So why didn't the market keep running as predicted? Even after an excellent first couple of days of July? I’m going to blame… hmmm - school holidays?

Sunday Edition: 5th July

Weekender

Jul 5, 2026

20 min

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

Weekenders