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Fat Tail Daily – ASX Updates | Small caps | Commodities

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LATEST VIDEO:
Oil Whiplash, Silver Surge, Uranium Ignites: The Next Commodity Wave

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

Trader’s Corner — Gotta Know When to Hold ‘Em — Tech Stocks

The Greenland trade: two ASX sectors to benefit

Lachlann Tierney

The Greenland trade is back. Trump’s Arctic push, puts gold and critical minerals back on the menu – to the benefit of a number of Aussie companies.

Base Metals: The Technical Break-Out No One’s Watching

James Cooper

As the commodity cycle broadens, use volatility to your advantage, jump on any temporary sell-off from now on as your springboard to build positions.

Goodbye Markets, Hello Platforms

Charlie Ormond

Google’s new protocol has all the ingredients to turn shoppers into digital serfs.

Oil Whiplash, Silver Surge, Uranium Ignites: The Next Commodity Wave

Murray Dawes

In today’s episode, Charlie and I are covering three major commodity moves in oil, silver, and uranium that matter right now.

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Commodities

Base Metals: The Technical Break-Out No One’s Watching

James Cooper

As the commodity cycle broadens, use volatility to your advantage, jump on any temporary sell-off from now on as your springboard to build positions.

China’s New Energy Lifeline: What Canada’s Dramatic U-Turn Means for the AI Arms Race

James Cooper

Despite being an oil superpower, America desperately needs Canadian heavy crude. Now Canada’s cozying up to China instead. Here’s why.

The Aussie Dollar’s Secret: Why Your Currency Is a Mining Stock in Disguise

James Cooper

The Aussie Dollar’s dance with commodity prices reveals where we stand in the mining cycle—and where we’re headed next.

Inside the alt-right plot to take over Australia too

Nick Hubble

Six of the world’s eight largest economies are led by populists, or on the cusp of it. Can Australia dodge the same fate? Investors shouldn’t bet on it…

Following the Smart Money: Oil Service Stocks Lead the Way

James Cooper

Oil prices remain weak, but service company stocks are signalling potential recovery—offering savvy investors an early-cycle opportunity for 2026 gains.

Investment ideas from the Edge of the Bell Curve to your inbox

Please read our Terms & Conditions.

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

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Technology

Zip share price

Goodbye Markets, Hello Platforms

Charlie Ormond

Google’s new protocol has all the ingredients to turn shoppers into digital serfs.

Asia’s Currencies Flashing Red

Charlie Ormond

These aren’t isolated currency wobbles. They’re stress gauges for global leverage and a referendum on whether the US dollar stays dominant through higher rates, or loses ground through political chaos at the Fed.

Mining’s Mega-Merger Moment

Charlie Ormond

Rio Tinto and Glencore begin discussions to form a copper behemoth. Should the deal proceed, it would forge one of the largest mining companies in the world. But is everyone happy?

Why This Tech Guy is Backing Commodities

Charlie Ormond

The macro regime has shifted. Fiscal dominance, sticky inflation, and constrained central banks create a structural case for real assets. This isn’t a rotation. It’s a regime allocation.

Charlie’s 2026 Outlook: The Year AI Sentiment Breaks

Charlie Ormond

2025 was dominated by political theatre, but the structural story was unfolding in technology. AI capex driving growth while application-layer delivery lagged. That tension will define 2026.

Small-Caps

The Greenland trade: two ASX sectors to benefit

Lachlann Tierney

The Greenland trade is back. Trump’s Arctic push, puts gold and critical minerals back on the menu – to the benefit of a number of Aussie companies.

Macro

September 11, 1973:The Other 9/11 America Doesn’t Talk About

James Cooper

Chile’s copper nationalisation triggered a US-backed coup in 1973. With Venezuela’s oil at stake, are we witnessing history repeat itself?

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

Oil Whiplash, Silver Surge, Uranium Ignites: The Next Commodity Wave

Murray Dawes

In today’s episode, Charlie and I are covering three major commodity moves in oil, silver, and uranium that matter right now.

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

Oil Whiplash, Silver Surge, Uranium Ignites: The Next Commodity Wave

Murray Dawes

In today’s episode, Charlie and I are covering three major commodity moves in oil, silver, and uranium that matter right now.

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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.

Please read our Terms & Conditions.

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Investment ideas from the edge of the bell curve.

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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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