Fat Tail Daily – ASX Updates | Small caps | Commodities

The market usually doesn’t sell off in a big way when we get the kind of geopolitical flashpoint we’re seeing now.
However, I must admit I still expected the Aussie market to be down at least a little bit this morning.
As I write, it’s mildly green. Are investors being too complacent here?

Ford Shuts Its Doors as Rare Earth Grip Tightens

James Cooper highlights the emerging cracks in industry as the effects of Chinese rare earth bans take hold.

China’s Game of Commodity Chicken

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

Ride Mining’s Profitable ‘Curve’ this Way

All week we’ve been on a mission. We’re unpicking the dynamics around gold, and gold stocks.

Here’s a bit of advice on this opportunity,

Commodities

Silver & Platinum Squeeze Higher

Cycle Turns: Silver and Platinum on the move… Is it their industrial or precious metal angle that’s getting investors interested?

Ford Shuts Its Doors as Rare Earth Grip Tightens

James Cooper highlights the emerging cracks in industry as the effects of Chinese rare earth bans take hold.

China’s Game of Commodity Chicken

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

Ride Mining’s Profitable ‘Curve’ this Way

All week we’ve been on a mission. We’re unpicking the dynamics around gold, and gold stocks.

Here’s a bit of advice on this opportunity,

Silver & Platinum Squeeze Higher

Cycle Turns: Silver and Platinum on the move… Is it their industrial or precious metal angle that’s getting investors interested?

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Technology

The Market’s Magical Thinking Problem

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

The Market’s Magical Thinking Problem

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

Free AI Tools to Supercharge your Investment Research

If you’ve been waiting for a sign, here it is. Start using AI… Today. You no longer have an excuse not to try these tools.

Google Search Isn’t Dead, It Just Smells Funny

The question isn’t whether this disruption will happen, but whether you’re positioned to profit from it.

Don’t Get Swept Up By the Herd: Bulls & Bears in an Age of Social Media

Markets have always reflected this chaotic behaviour, but today’s markets operate in an environment fundamentally transformed by social media.

Small-Caps

Oil price threat to the market: a fizzer…so far

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?