Fat Tail Daily – ASX Updates | Small caps | Commodities

Today’s Friday, which means it’s time for the Fat Tail weekly podcast, the Closing Bell.
Today my colleague Murray Dawes explains why he’s going ‘short’ the US market. We also chat about the Japanese threat to financial stability.

Resource Nationalisation Fires Up: A Warning for Investors

James Cooper revisits resource nationalisation, where governments assert control over natural wealth. From bold seizures to subtle tax hikes, discover how this trend impacts investors and why you should be alert.

Market Gunna Do What Mr Market Wanna Do

The best thing to do, or at least what I’m going to do, is bypass gambling on what the market does, or does not.

Much better, at least in my experience, is to back companies that are building out their future.

This simple step can make Australia great again

Brian Chu

Technology has rapidly advanced, making life more convenient. Combined with an increasing reliance on debt, it threatens Australia’s future, especially for the young. It’s time to get back to commonsense…

Commodities

The Mainstream Washes Back into Uranium Stocks

In light of the recent uranium surge, James Cooper touches on the need to focus on markets with strong fundamental strength, and getting in before the mainstream tide washes in

Resource Nationalisation Fires Up: A Warning for Investors

Market Gunna Do What Mr Market Wanna Do

The best thing to do, or at least what I’m going to do, is bypass gambling on what the market does, or does not.

Much better, at least in my experience, is to back companies that are building out their future.

This simple step can make Australia great again

Brian Chu

The Mainstream Washes Back into Uranium Stocks

In light of the recent uranium surge, James Cooper touches on the need to focus on markets with strong fundamental strength, and getting in before the mainstream tide washes in

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Technology

Dollar Revaluation Imminent

236 years ago, Alexander Hamilton, The US’s first Treasurer revalued the nation’s fledging currency. Kicking off one of history’s greatest rags-to-riches stories. Read on to find out why history is about to rhyme…

An ‘Out There’ Idea for 2025

As 2024 comes to a close, all eyes are on what opportunities 2025 will throw up. My answer? The same one I gave in 2017, 2018, 2019…and every year since! Namely, Bitcoin. But with a pro-crypto President about to enter the White House, 2025 could be the biggest year yet for the fledgling asset class. Not interest in crypto? Fine. I’ve one more ‘out there’ idea for 2025 that might sound even crazier than crypto. You could call it ‘the final frontier’ of investing.

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

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

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.

Small-Caps

TACO Man Versus the Share Market

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?