Fat Tail Daily – ASX Updates | Small caps | Commodities

Last week, an anonymous trader from France made $50 million by betting on a Trump win. How did he have such conviction in the face of most polls saying Kamala would get up? His solution was genius. And there are lessons for any investor in how he did it. Also…what investments are likely to do well Under Trump? Ryan discusses three ideas for you to consider today.

Micro Strategy is the best-performing US Nasdaq-listed stock over the past 4 years – better than Nvidia even!

Find out how they’re using the world’s first ‘digital commodity’ to create a new source of shareholder value, tailor-made for the 21st century.

Some investment strategies work for decades. And then, seemingly in the blink of an eye, they stop working. We saw that with the ‘Japan trade’ from the 1950s all the way through to 1989. For almost four decades, investors in Japan made a motza. Everyone was confident this would continue – even sci-fi film-makers! Instead, the Japanese market turned in 1990 and hasn’t fully recovered even three decades later. We could be at a similar tipping point for investors – but this time, it’s a much bigger market in trouble than Japan. This realisation has big implications for your portfolio. In this piece, I discuss four assets you need exposure to in this new paradigm. And one you definitely want to avoid.

Like most things in life, most arguments in favour of this energy source or that one are grey areas that involve trade-offs somewhere else.
Trade-offs exist in costs, CO2 emissions, timelines, technology, safety, and energy security (as Germany discovered last year when its gas line to Russia was cut off).
We’re in the midst of a ‘mad energy scramble’ as my colleague Brian Chu put it in one team chat.
That flux, that uncertainty – that’s your big opportunity.