Weekenders

Sunday Edition: 18th October

Weekender

17 min

Right here you can find short overviews of all the content we published last week, plus links to each full note. We've also included some links to other interesting stuff we came across on our travels around the internet.

Maths solved, AI trade wobbles and small caps wait for sentiment to turn

9 min

Sunday Edition: 11th October

14 min

We're looking at Europe to add to the critical minerals theme

10 min

Sunday Edition: 4th October

13 min

When a project you really like comes with baggage: cap structures, copium (and of course, critical minerals)

12 min

Sunday Edition: 27th September

20 min

Beaver Creek, a Trade Truce Extension and $100 Oil

Weekender

Sep 26, 2026

6 min

I’ve just finished the final day at the Beaver Creek precious metals summit. A conference where gold and silver nuts from around the world converge to tell each other how good gold and silver are. Last year at Beaver Creek silver was $42, gold was $3,600 and the mood was electric. This year silver was higher at $66, gold was higher at $4,300, but the mood was more subdued. Also meeting this week - Trump and Xi had their long awaited catch up - and nothing much seemed to get announced except a short extension to the “USA-China trade war truce”. 105 days to go until the truce expires.

Sunday Edition: 20th September

Weekender

Sep 20, 2026

17 min

See here for the 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.

Asteroid mining pitch decks are real now (so is the biggest oil shock in history)

Weekender

Sep 19, 2026

11 min

Last week I wrote about how we might need to build a giant robot planet that eats other planets to instantly extract all their critical minerals… I ALSO said that I hadn't yet seen a pitch deck for a robot planet that eats other planets to extract its critical minerals… yet. That changed a few days ago. This week I’ve been in the USA attending the All-In Summit to hear about all the latest and greatest in AI, robots and tech advancement in the USA. …and I met a company that is about to launch their first mission to mine an asteroid.

Sunday Edition: 13th September

Weekender

Sep 13, 2026

17 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. Over the last couple of weeks we have written about how human longevity PLUS superintelligent AI PLUS billions of robots building anything we want… … will drive a new insatiable demand for commodities and critical minerals. Possibly more minerals than we have on Earth…

When AI builds everything, someone still has to supply the ingredients

Weekender

Sep 12, 2026

11 min

Biggest commodity boom in the history of our planet coming? Over the last couple of weeks I have written about how human longevity PLUS superintelligent AI PLUS billions of robots building anything we want will drive a new insatiable demand for commodities and critical minerals. (and it's coming quicker than you think - rumours are out this week of the first “AI designed by AI”, called “recursive self improvement”) There are three ways to get the commodities and critical minerals needed for this future: Mine it, Recycle it, OR, A third and less talked about option…

Weekenders