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America’s next Vietnam begins

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.

Are we at war with China?

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.

Commodities

Looking for the Catalyst: European Rearmament

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.

America’s next Vietnam begins

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.

Are we at war with China?

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.

Looking for the Catalyst: European Rearmament

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.

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Technology

Small-Caps

Macro

Crypto

Economy

Market-Analysis

Interview with a deep value contrarian

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

Resources and Mining

Series

Silver About to Explode Higher

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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