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Fat Tail Daily – ASX Updates | Small caps | Commodities

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LATEST VIDEO: Three Lithium Stocks in the Buy Zone

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

Three Lithium Stocks in the Buy Zone

Murray Dawes

Lithium stocks jumped this week, so Murray and Callum discuss whether this could be the beginning of the second boom in lithium stocks. They also discuss a fund manager that is recovering and looking cheap

Every Australian Investor Has a Stake in Mining

James Cooper

With its deep pool of retirement capital, Australia is on track to become the world’s primary destination for resource markets.

The next wave of AI winners

Callum Newman

Hedge fund Coatue is putting their stake in the ground. They say AI is going to improve productivity and take down the US debt to GDP ratio.
They think the Mag 7 will keep growing. But the next wave of big capital growth will come from different AI winners.
The next wave of this tech is via AI “agents”. This could be big if we tee off similar tech breakout points…

Could the US People Repudiate the National Debt?

Brian Chu

Could you imagine our financial system doing away with the massive debt load? Seems impossible, right? But there are signs suggesting this could happen in the future.

Commodities

Copper: on the precipice of a historical breakout

James Cooper

The only thing that matters in commodity markets right now is the price action of copper. Are you watching? And are you positioned for a potential break higher?

Every Australian Investor Has a Stake in Mining

James Cooper

With its deep pool of retirement capital, Australia is on track to become the world’s primary destination for resource markets.

The next wave of AI winners

Callum Newman

Hedge fund Coatue is putting their stake in the ground. They say AI is going to improve productivity and take down the US debt to GDP ratio.
They think the Mag 7 will keep growing. But the next wave of big capital growth will come from different AI winners.
The next wave of this tech is via AI “agents”. This could be big if we tee off similar tech breakout points…

Could the US People Repudiate the National Debt?

Brian Chu

Could you imagine our financial system doing away with the massive debt load? Seems impossible, right? But there are signs suggesting this could happen in the future.

Trump to juice the AI supercycle even more

Callum Newman

Today we’ll speculate that a new class of AI winners is going to emerge, in a thousand different ways.
That’s not to say you can’t make money in the classic plays like Nvidia or Tesla.
But Coatue have other ideas, which they float here…

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Technology

Nvidia’s Comeback Signals AI’s Next Chapter

Charlie Ormond

The future is here, it’s just unevenly distributed.

Nvidia’s Comeback Signals AI’s Next Chapter

Charlie Ormond

The future is here, it’s just unevenly distributed.

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.

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.

Small-Caps

Three Lithium Stocks in the Buy Zone

Murray Dawes

Lithium stocks jumped this week, so Murray and Callum discuss whether this could be the beginning of the second boom in lithium stocks. They also discuss a fund manager that is recovering and looking cheap

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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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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