Fat Tail Daily &#8211; ASX Updates | Small caps | Commodities

As all eyes focus on the bond market, gold is starting to make its move. We’ve seen this story before. And if history repeats, gold’s second act could be about to begin.

‘Something Has Gone Completely Wrong’ Pt. 2

Part two of Charlie’s exploration of privacy and security in the AI era. This time, OpenAI is in the crosshairs.

Rising Yields and Roaring Commodities Rattle Markets

In this week’s The Closing Bell, Murray examines how the Iran war, rising Japanese interest rates and the threat of a powerful El Niño could be feeding a perfect storm for markets.

Forget Critical Minerals: A STEEL Boom is Underway in India

Today, James Cooper unpacks India’s growth strategy: Boosting steel production by 50%, in just five years. Read on to learn how you can participate as India tries to secure its supply chain of steel-making commodities.

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Commodities

Gold’s Second Act Has Begun

As all eyes focus on the bond market, gold is starting to make its move. We’ve seen this story before. And if history repeats, gold’s second act could be about to begin.

Forget Critical Minerals: A STEEL Boom is Underway in India

An Australian’s outlook – 37 years ago vs today

Brian Chu

There is much contrast in the Australia that I grew up in and what my son will live in. In today’s article, I explore the major changes, how we got here and reveal what you can do to help make it a brighter future for you and your future generations.

Dirty, Vile, Wicked Coal: Offers the Perfect Countercyclical Investment

Former geologist, James Cooper, shines a light on the world’s most hated commodity

The Truth About Black Swan Events

Jim Rickards

I began studying complexity theory as a consequence of my involvement with Long Term Capital Management, LTCM, the hedge fund that collapsed in 1998 after derivatives trading strategies went catastrophically wrong.

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Technology

‘Something Has Gone Completely Wrong’ Pt. 2

Part two of Charlie’s exploration of privacy and security in the AI era. This time, OpenAI is in the crosshairs.

‘Something has Gone Completely Wrong’ Pt.1

In this two-part article, Charlie explores the implications of privacy and security in the AI era and a central company controlling that future.

They Robbed the Bank and Only Took the Pens

In July, OpenAI’s AI agents broke out of their containment and collectively ran a nation-state-scale attack on another company. Here’s what the first autonomous AI organisation means for the cybersecurity trade.

Going Winchester

The new era of drone warfare is playing havoc with the West’s ability to defend itself. Now we’re running out of ammo.

Software’s Second Coming

In February, the market decided AI had made software obsolete and sold the sector down the river. Six months later, short sellers are cowering and reporting season is separating the genuinely disrupted from the merely unloved.

Small Caps

Surprise! This is inevitable

My father bought Tesla at $16 a share. He also taught me that the future arrives before anyone believes it. A billion humanoid robots is next.

The Race is On

China could shut the rare earths tap on 10 November, maybe sooner. Beijing is squeezing its banks for cash while building the fastest robots on earth. Action’s on you US.

We Cost Too Much

Labour eats up to half the cost of building a house in Australia. Elon just launched a car with no steering wheel. The robots are coming for the rest.

Bonds are underwriting our robot future

Bonds can topple governments and pick Fed chairs. But the real story is who they are lending to now, and what that means for the rocks under our feet.

China Bowled Underarm, So America Rewrote The Rules

China spent twenty years building its minerals dominance inside the free market. Washington has finally worked out how, and it is rewriting the rulebook fast.

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Market Analysis

Rising Yields and Roaring Commodities Rattle Markets

In this week’s The Closing Bell, Murray examines how the Iran war, rising Japanese interest rates and the threat of a powerful El Niño could be feeding a perfect storm for markets.

Rising Yields, Hot Uranium Stocks and Your Picks

Four viewer picks: a speculative data centre technology play, a vertically integrated water services provider, a brownfields gold miner and a uranium miner.

The Yellow BRIC Road Pt.2

Part 2 in my look at why BRICS looks to be embracing gold as its reserve of choice.

Nvidia Keeps the Party Going

Nvidia has done it again, delivering another blockbuster result and keeping animal spirits alive. But the strength is spreading well beyond AI. Beaten-up SaaS stocks are bouncing back from the SaaSpocalypse, while uranium, zinc, copper, gold and silver are all attracting serious buying.

The Yellow BRIC Road Pt.1

Two decades of BRICS doom-mongering delivered nothing. But the trading bloc now spans four continents, half the world’s population and 30 more nations want in. This two-part series looks at the upcoming meeting and what it could mean for ASX investors.

Macro

Beijing Puts Away the Bazooka

Expectations of a stimulus bazooka from China have again been pushed back. But their latest plan does point to a list of metals that should be in your portfolio.

Let Her Rip

Two years ago, Trump’s economic whisperer co-wrote a paper accusing party politics of running stimulus into an election. This week, Treasury reached for the exact tool he described. The same paper warns what’s next.

Worst. Budget. Ever

Greg Canavan

Worst. Budget. Ever. I really don’t know where to start with this one. It is so bad for this country that it’s hard to fathom. So let me start with the positives…

The Walls are Closing in on Trump

The pressure is mounting on Trump ahead of a key meeting with Xi next week. What could this mean for our markets.

What Does China Know That We Don’t?