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“Green gold”…primed for a comeback!

Investors always find rare earth shares compelling.
There’s something about their mystery, their strategic nature and the geopolitics around the whole industry that the market finds almost irresistible.
In 2025, all those reasons are entirely justified. We can see that here…

Commodities

“Green gold”…primed for a comeback!

Investors always find rare earth shares compelling.
There’s something about their mystery, their strategic nature and the geopolitics around the whole industry that the market finds almost irresistible.
In 2025, all those reasons are entirely justified. We can see that here…

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Technology

An ‘Out There’ Idea for 2025

As 2024 comes to a close, all eyes are on what opportunities 2025 will throw up. My answer? The same one I gave in 2017, 2018, 2019…and every year since! Namely, Bitcoin. But with a pro-crypto President about to enter the White House, 2025 could be the biggest year yet for the fledgling asset class. Not interest in crypto? Fine. I’ve one more ‘out there’ idea for 2025 that might sound even crazier than crypto. You could call it ‘the final frontier’ of investing.

All Eyes on 10 December

An unprecedented meeting on Tuesday could spark the next wave of Bitcoin buying. It all takes place at the Microsoft AGM. And it could add to a wave of buying momentum that has taken Bitcoin past the Aussie dollar and into the top ten currencies.

A Once in a Generation Land Grab

This is no ordinary Bitcoin cycle.

For the first time ever, we have real institutional money coming in via the new Bitcoin spot ETFs.

For the first time ever, we also have a pro-Bitcoin US President in charge too…well, we will when Trump’s takes office on 20 January 2025.

And when I explain why Trump’s election is such a big deal you might start to agree with me and realise that this time is very different from previous cycles.

All Eyes on 20th January

With Trump’s win, the game has changed for one Bitcoin. Recent regulatory filings show big buyers are starting to come in en-masse.

In fact, I think we’re at an inflection point where a new Supercycle begins. And January 20th is the key date to watch

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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