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Fat Tail Daily – ASX Updates | Small caps | Commodities

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LATEST VIDEO: Is THIS the Correction We Have Been Waiting For?

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

Credit Stress Sparks Correction

Murray Dawes

US regional banks were hammered 6% on Thursday after two banks fessed up to major losses. Add to that two recent auto loan failures dished out billions of losses and now the market is wondering where the next cockroach is. Murray and Charlie look at the rising risks of a correction due to credit stress and rising US-China trade tensions. They also update you on the moves in gold, oil, S&P 500, and US 2-year bonds.

Oil and Gas: The Warren Buffett Trade (Part II)

James Cooper

It’s no secret that Buffett is wary about the lofty valuations in today’s global markets. Selling large slabs in companies like Bank of America. Yet, Buffett is still buying some small pockets of the market: Oil.

Nuclear Goes to Boot Camp

Charlie Ormond

The US Army’s new reactor program signals a big shift in US energy policy. We look at what’s changed and some of the players in the market.

The only AI that will ACTUALLY steal your job

Nick Hubble

AI fearmongers worry about Skynet. But AI needn’t achieve General Intelligence to destroy humanity. We’re quite capable of using AI to destroy each other first.

Commodities

The only AI that will ACTUALLY steal your job

Nick Hubble

AI fearmongers worry about Skynet. But AI needn’t achieve General Intelligence to destroy humanity. We’re quite capable of using AI to destroy each other first.

Oil and Gas: The Warren Buffett Trade (Part II)

James Cooper

It’s no secret that Buffett is wary about the lofty valuations in today’s global markets. Selling large slabs in companies like Bank of America. Yet, Buffett is still buying some small pockets of the market: Oil.

Nuclear Goes to Boot Camp

Charlie Ormond

The US Army’s new reactor program signals a big shift in US energy policy. We look at what’s changed and some of the players in the market.

The only AI that will ACTUALLY steal your job

Nick Hubble

AI fearmongers worry about Skynet. But AI needn’t achieve General Intelligence to destroy humanity. We’re quite capable of using AI to destroy each other first.

Why “All Time Highs” Mean Little

Lachlann Tierney

Lachlann Tierney explains why market “all time highs” are meaningless nominal illusions. Learn why the debasement trade has legs through to 2026.

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Technology

Why ChatGPT Can’t Crack the Stock Market

Charlie Ormond

Wall Street is racing to apply ChatGPT to stock trading, but there’s a fundamental mismatch they’re missing. And it’s actually due to a centuries-long mystery.

Why ChatGPT Can’t Crack the Stock Market

Charlie Ormond

Wall Street is racing to apply ChatGPT to stock trading, but there’s a fundamental mismatch they’re missing. And it’s actually due to a centuries-long mystery.

AI is the Bubble. Taiwan is the Pin

Charlie Ormond

There’s another major risk that people seem to have forgotten about, and this week, Australia’s intelligence community is making sure we’re paying attention

Trump’s Going Shopping in Your Backyard

Charlie Ormond

Australian critical minerals firms return from DC with promises of US government stakes. Is it enough to break China’s stranglehold?

Powell Just Lit the Fuse on Altcoin Season

Charlie Ormond

Rate cuts aren’t just good for tech stocks. Lower rates mean more investors will also take a chance on higher-risk cryptos. Here’s the opportunity that’s just getting started…

Small-Caps

Why “All Time Highs” Mean Little

Lachlann Tierney

Lachlann Tierney explains why market “all time highs” are meaningless nominal illusions. Learn why the debasement trade has legs through to 2026.

Macro

AI is the Bubble. Taiwan is the Pin

Charlie Ormond

There’s another major risk that people seem to have forgotten about, and this week, Australia’s intelligence community is making sure we’re paying attention

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

The Quiet Opportunity in Australian Beef

Charlie Ormond

Australian lean beef has climbed to multi-year highs, while share prices remain muted. That sounds like an opportunity to me.

Market-Analysis

Credit Stress Sparks Correction

Murray Dawes

US regional banks were hammered 6% on Thursday after two banks fessed up to major losses. Add to that two recent auto loan failures dished out billions of losses and now the market is wondering where the next cockroach is. Murray and Charlie look at the rising risks of a correction due to credit stress and rising US-China trade tensions. They also update you on the moves in gold, oil, S&P 500, and US 2-year bonds.

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

Credit Stress Sparks Correction

Murray Dawes

US regional banks were hammered 6% on Thursday after two banks fessed up to major losses. Add to that two recent auto loan failures dished out billions of losses and now the market is wondering where the next cockroach is. Murray and Charlie look at the rising risks of a correction due to credit stress and rising US-China trade tensions. They also update you on the moves in gold, oil, S&P 500, and US 2-year bonds.

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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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