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Fat Tail Daily – ASX Updates | Small caps | Commodities

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LATEST VIDEO: Investors are Chasing this Microcap

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

Trump mumbo jumbo to juice Wall Street and the ASX

Callum Newman

Blah blah. I couldn’t care less about whatever economic mumbo jumbo the Fed pulls out of their arse.
Trump wants lower rates. He’s going to get them – one way or another.

The blueprint for ending wars

Brian Chu

On Sunday, President Trump announced that US bombers levelled three nuclear facilities in Iran. But the world isn’t descending into World War 3 as many were made to believe. What is going on?

The rock hunters are back in the game

Callum Newman

Expect more capital raisings and drilling campaigns from the junior gold sector. It’s another example of things heating up.

The ‘Rich Dad, Poor Dad’ of Mining

James Cooper

Former geologist, James Cooper, outlines his ‘Rich Dad, Poor Dad’ experience as a geologist by contrasting two companies he worked for.

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Commodities

Name the Commodity, Expect a Boom

Looking for the Catalyst: European Rearmament

James Cooper

Every commodity cycle has a demand catalyst… James Cooper highlights one that few have paid attention to: conflict and military rearming. One of the primary drivers of higher metal prices. Read on to find out why this is important.

The blueprint for ending wars

Brian Chu

On Sunday, President Trump announced that US bombers levelled three nuclear facilities in Iran. But the world isn’t descending into World War 3 as many were made to believe. What is going on?

The rock hunters are back in the game

Callum Newman

Expect more capital raisings and drilling campaigns from the junior gold sector. It’s another example of things heating up.

The ‘Rich Dad, Poor Dad’ of Mining

James Cooper

Former geologist, James Cooper, outlines his ‘Rich Dad, Poor Dad’ experience as a geologist by contrasting two companies he worked for.

America’s next Vietnam begins

Callum Newman

I remember George W Bush on a US carrier declaring ‘Mission Accomplished’ when it came to Iraq in the second Gulf war. That was in 2003.
The war was still going in 2011. Iraq became a failed state, instead of a flourishing democracy.
The Iranians aren’t stupid.

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We will collect and handle your personal information in accordance with our Privacy Policy.

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Technology

Zip share price

The Shopping Revolution No One Saw Coming

Charlie Ormond

Amazon just sacrificed its most sacred business principle. You should be asking why.

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.

China’s Game of Commodity Chicken

Charlie Ormond

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

The Market’s Magical Thinking Problem

Charlie Ormond

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

Small-Caps

Trump mumbo jumbo to juice Wall Street and the ASX

Callum Newman

Blah blah. I couldn’t care less about whatever economic mumbo jumbo the Fed pulls out of their arse.
Trump wants lower rates. He’s going to get them – one way or another.

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 to your inbox

Enter your email address in the box below and you’ll get Fat Tail Daily every day…absolutely free.

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What people are saying about Fat Tail Daily

  • I enjoy reading articles from all editors. The way the guys present issues creates interest where there may not have been interest before . That is a huge accolade coming from someone like me. I genuinely appreciate the effort you all put in, and I have learnt a lot of valuable general knowledge as well also.

    — K.M, QLD

  • I enjoy the researched, informative, and sometimes thought provoking articles from the editors. I've learnt how the world works with Jim, long term value investing with Greg, navigating volatile gold stocks with Brian, and technical analysis with Murray. I even hold some crypto Ryan. I am almost 60 and you can teach an old dog new tricks. Many thanks for all your efforts, all of the editors

    — Joe S, Wollongong

  • I am delighted with Fat Tail Daily. You are the only publication I trust. I look forward to your emails. I have made wonderful investments following your advice, thank you.

    — Janet Roach, VIC

  • I find the information very informative. It's refreshing to me as you guys do not follow the trends. Each trader has a different view of the world and their particular areas of expertise. I like that you talk about bitcoin & Gold, where most other financial advisers won't.

    — R.K. NSW

  • I look foward to Fat Tail Daily hitting my inbox. My favourite contributors are Greg Canavan, Callum Newman, James Cooper and Murray Dawes. I enjoy the blend of company, sector, whole market and technical analysis that in combination they provide. Fat Tail Daily provides a refreshing alternative to the usual mainstream financial media and also serves as a good backdrop to the individual services that Fat Tail provides.

    — George S, UK

  • I value the research, advice and the analysis by the respective authors. You don't have to agree but I also like the balance of being able to read differing points of view not just on a particular investment topic but also life and values.

    — Alexander, WA

  • Quality writers and research - clear, concise recommendations.

    — DJ Whiting, WA

  • Very well informed and current. Many of the ideas are thought provoking. What I also like is the diverse range of opinions and independent thinking.

    — Brian, NSW

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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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Email: support@fattail.com.au

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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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