Fat Tail Daily | Investment Ideas From the Edge of the Bell Curve

LATEST VIDEO: Why Gold Could Sell Off in the Short Term

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

The famous yield curve: buy or sell signal? You decide…

Callum Newman

Here’s a warning:
My colleague Greg Canavan thinks we’re in a budding bear market.
I don’t.
In fact, I see a lot of reasons why markets can keep climbing the fabled wall of worry.
Today’s Fat Tail Daily will explain, in part, as to why.

How Australians voted for a great wealth redistribution

Brian Chu

Australians recently voted back a stronger ALP government. Amidst the excitement that this could bring more cohesion and stability, do Australians know what they actually voted for? Are they prepared for what’s to come?

As Political Dumb-Wits Beat the Drums of War: Keep Commodities Front and Centre

James Cooper

In today’s edition, James Cooper looks at the growing hostilities between Pakistan and India through the lens of the commodity cycle. And why it could matter more than most think.

The share market bears have no answer to this…

Callum Newman

I came across a handy bit of info from Wilson Asset Management yesterday.

Wilson says that there’s strong demand for Chinese assets despite the recent volatility and trade tensions.

Why do we care?

There could be profit in this.

Commodities

The trade war is over. Tax cut chaos is next.

Nick Hubble

Trump isn’t just imposing tariffs. He also wants to cut taxes. If the tariff tantrum gave us a taste for how he’ll go negotiate, hold on tight!

How Australians voted for a great wealth redistribution

Brian Chu

As Political Dumb-Wits Beat the Drums of War: Keep Commodities Front and Centre

James Cooper

In today’s edition, James Cooper looks at the growing hostilities between Pakistan and India through the lens of the commodity cycle. And why it could matter more than most think.

The share market bears have no answer to this…

Callum Newman

I came across a handy bit of info from Wilson Asset Management yesterday.

Wilson says that there’s strong demand for Chinese assets despite the recent volatility and trade tensions.

Why do we care?

There could be profit in this.

The method in Trump’s tariff madness

Jim Rickards

Trump is pursuing a twenty-first-century version of what was originally known as the American System. A system that made America great in the first place.

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Technology

Next Year’s Tech Buzzword: ‘Agentic AI’

Charlie Ormond

Want to impress your family at Christmas lunch with your tech-savvy? Forget chatbots and Generative AI — Next year’s buzzword is ‘Agentic AI,’ and it might just be worth more than dinner table conversation points.

All Eyes on 10 December

Ryan Dinse

An unprecedented meeting on Tuesday could spark the next wave of Bitcoin buying. It all takes place at the Microsoft AGM. And it could add to a wave of buying momentum that has taken Bitcoin past the Aussie dollar and into the top ten currencies.

A Once in a Generation Land Grab

Ryan Dinse

This is no ordinary Bitcoin cycle.

For the first time ever, we have real institutional money coming in via the new Bitcoin spot ETFs.

For the first time ever, we also have a pro-Bitcoin US President in charge too…well, we will when Trump’s takes office on 20 January 2025.

And when I explain why Trump’s election is such a big deal you might start to agree with me and realise that this time is very different from previous cycles.

All Eyes on 20th January

Ryan Dinse

With Trump’s win, the game has changed for one Bitcoin. Recent regulatory filings show big buyers are starting to come in en-masse.

In fact, I think we’re at an inflection point where a new Supercycle begins. And January 20th is the key date to watch

How One Trader Beat the Pollsters and Banked $50 Million

Ryan Dinse

Last week, an anonymous trader from France made $50 million by betting on a Trump win. How did he have such conviction in the face of most polls saying Kamala would get up? His solution was genius. And there are lessons for any investor in how he did it. Also…what investments are likely to do well Under Trump? Ryan discusses three ideas for you to consider today.

Small-Caps

The famous yield curve: buy or sell signal? You decide…

Callum Newman

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…

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Fat Tail Daily – ASX Updates | Small caps | Commodities

LATEST VIDEO: Why Gold Could Sell Off in the Short Term

The famous yield curve: buy or sell signal? You decide…

How Australians voted for a great wealth redistribution

As Political Dumb-Wits Beat the Drums of War: Keep Commodities Front and Centre

The share market bears have no answer to this…

Commodities

The trade war is over. Tax cut chaos is next.

How Australians voted for a great wealth redistribution

As Political Dumb-Wits Beat the Drums of War: Keep Commodities Front and Centre

The share market bears have no answer to this…

The method in Trump’s tariff madness

Investment ideas from the Edge of the Bell Curve to your inbox

Technology

Next Year’s Tech Buzzword: ‘Agentic AI’

All Eyes on 10 December

A Once in a Generation Land Grab

All Eyes on 20th January

How One Trader Beat the Pollsters and Banked $50 Million

Small-Caps

The famous yield curve: buy or sell signal? You decide…

Macro

BONUS EDITION The Hot Money Unwind

Crypto

Record Highs or a Monetary Mirage?

Economy

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

Market-Analysis

Interview with a deep value contrarian

ASX News Update

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

Resources and Mining

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

Series

Silver About to Explode Higher

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LATEST VIDEO: Why Gold Could Sell Off in the Short Term

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