Fat Tail Daily – ASX Updates | Small caps | Commodities

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

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

Gold markets are in a panic. In short, people want their gold back. But no one knows if the vaults have enough to go around.
It’s like an old-fashioned bank run. The gold price is ripping in response. Why is it happening and what does it mean? That’s what I’ll try to decipher today.

There’s an old Chinese curse that says, ‘May you live in interesting times.’
Trump’s tariffs, an era of AI-led disruption, trade wars, real wars, culture wars…there sure seems to be a lot of ‘interesting’ things for investors to contend with.
Working out what’s really happening and what it all means going forward is harder than ever. But that means big opportunities for those that can work it out first.