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Investment Ideas From the Edge of the Bell Curve

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Fat Tail Daily – ASX Updates | Small caps | Commodities

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LATEST VIDEO: Investors are Chasing this Microcap

Weekly videos with expert insights on investing, economics, and finance for Australian investors. Subscribe to our YouTube channel

Oil Stocks: No Thanks — Oil Stock Price Today

America’s next Vietnam begins

Callum Newman

I remember George W Bush on a US carrier declaring ‘Mission Accomplished’ when it came to Iraq in the second Gulf war. That was in 2003.
The war was still going in 2011. Iraq became a failed state, instead of a flourishing democracy.
The Iranians aren’t stupid.

Are we at war with China?

Nick Hubble

Tariffs, fentanyl, the Straits of Hormuz, Canadian steel quotas and the EU admitting “Trump is right” all mean one thing: the West is finally taking on China.

Looking for the Catalyst: European Rearmament

James Cooper

Every commodity cycle has a demand catalyst… James Cooper highlights one that few have paid attention to: conflict and military rearming. One of the primary drivers of higher metal prices. Read on to find out why this is important.

An oil price spike is in the offing now

Callum Newman

Here’s one way to stop any speculative fever developing in the stock market. Get a big war going.
That’s a real risk right now after the US attacks on Iran.

Commodities

Commodities Supercycle 2021 - Clues of a Commodity Market Boom

Commodity Cycle: Are You Seeing It Now?

James Cooper

Commodities with vastly different demand and supply fundamentals rising higher all at once… A coincidence? Read on to find out.

Are we at war with China?

Nick Hubble

Tariffs, fentanyl, the Straits of Hormuz, Canadian steel quotas and the EU admitting “Trump is right” all mean one thing: the West is finally taking on China.

Looking for the Catalyst: European Rearmament

James Cooper

Every commodity cycle has a demand catalyst… James Cooper highlights one that few have paid attention to: conflict and military rearming. One of the primary drivers of higher metal prices. Read on to find out why this is important.

An oil price spike is in the offing now

Callum Newman

Here’s one way to stop any speculative fever developing in the stock market. Get a big war going.
That’s a real risk right now after the US attacks on Iran.

The Shopping Revolution No One Saw Coming

Charlie Ormond

Amazon just sacrificed its most sacred business principle. You should be asking why.

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Technology

Zip share price

The Shopping Revolution No One Saw Coming

Charlie Ormond

Amazon just sacrificed its most sacred business principle. You should be asking why.

The Shopping Revolution No One Saw Coming

Charlie Ormond

Amazon just sacrificed its most sacred business principle. You should be asking why.

How the AI explosion will perfectly offset the demographic implosion

Nick Hubble

Half the population is terrified of demographic decline. The other half is horrified about AI. The two need to take a long hard look at each other.

China’s Game of Commodity Chicken

Charlie Ormond

When commodities become weapons instead of just market goods, traditional investing rules break down.

The Market’s Magical Thinking Problem

Charlie Ormond

The equity market’s current euphoria, built on a foundation of fiscal fantasy, cannot last. Reality has a way of asserting itself.

Small-Caps

America’s next Vietnam begins

Callum Newman

I remember George W Bush on a US carrier declaring ‘Mission Accomplished’ when it came to Iraq in the second Gulf war. That was in 2003.
The war was still going in 2011. Iraq became a failed state, instead of a flourishing democracy.
The Iranians aren’t stupid.

Macro

BONUS EDITION The Hot Money Unwind

James Woodburn

An impromptu discussion with Greg and Ryan as markets go wild

Crypto

Record Highs or a Monetary Mirage?

Ryan Dinse

If you don’t get this basic fact right, you’re reading everything else wrong.

Economy

Zip Co [ASX:ZIP] Halts for Raise, Are BNPL Stocks Back?

Charlie Ormond

Zip Co shares are on halt for a $273m capital raise after an incredible +270% increase in the past year. Are Buy Now Pay Later stocks back?

Market-Analysis

Interview with a deep value contrarian

Greg Canavan

In this wide-ranging interview with Collins St Asset Management’s Michael Goldberg, we discuss what it means to be a value investor and a contrarian. Michael reveals where he sees opportunities in today’s market, with a specific focus on gold and oil stocks. Regards, Greg Canavan, Editor, Fat Tail Alliance, The Insider and Fat Tail Investment…

ASX News Update

Bendigo & Adelaide Bank [ASX:BEN] Shares Dip Despite Profit Growth

Charlie Ormond

Bendigo’s shares slid today after a mixed earnings report that had some highs but also signs of trouble ahead for the economy.

Resources and Mining

Whitehaven Coal [ASX:WHC] Surges as Fire Disrupts Market

Charlie Ormond

A fire at Grosvenor coal mine has sent rival coal companies soaring, is now the time to invest?

Series

Silver About to Explode Higher

Murray Dawes

Silver is building up momentum for a massive run to US$40. Trumps tariff threats have caused a market dislocation event and pressure is building as physical supply dwindles.

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Investment ideas from the edge of the bell curve.

Go beyond conventional investing strategies with unique ideas and actionable opportunities. Our expert editors deliver conviction-led insights to guide your financial journey.

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Email: support@fattail.com.au

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All advice is general in nature and has not taken into account your personal circumstances. Please seek independent financial advice regarding your own situation, or if in doubt about the suitability of an investment.

The value of any investment and the income derived from it can go down as well as up. Never invest more than you can afford to lose and keep in mind the ultimate risk is that you can lose whatever you’ve invested. While useful for detecting patterns, the past is not a guide to future performance. Some figures contained in our reports are forecasts and may not be a reliable indicator of future results. Any actual or potential gains in these reports may not include taxes, brokerage commissions, or associated fees.

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