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

A lot has changed for critical minerals in the last two years. And AI promises to generate a massive feedback loop for investors.

Make Japan Great Again

Nick Hubble

Whatever political desires have been lurking in Japanese minds are about to be unleashed. The country has the opportunity to govern itself again.

Why did gold go down, and why did AI make tech stocks go down? Same thing.

Gold and silver plunge then AI whacked tech stocks. Lachlann Tierney explain what’s next.

Tech Hits a Wall—Energy Breaks Out

While tech falters and markets correct, energy stocks surge 15% higher—revealing a major sector rotation few investors anticipated or understand.

Make Japan Great Again

Nick Hubble

Whatever political desires have been lurking in Japanese minds are about to be unleashed. The country has the opportunity to govern itself again.

Tech Hits a Wall—Energy Breaks Out

While tech falters and markets correct, energy stocks surge 15% higher—revealing a major sector rotation few investors anticipated or understand.

Oil Services: The Leveraged Play on Energy’s Next Move

Oil prices may be stuck, but service stocks aren’t. Here’s how I’m using technical analysis to capture early gains in this sector.

Only One Trade Matters: Oil

Europe races to cut Russian gas one year early—but is it hastening its own energy poverty while strengthening the Russia-China alliance?

Which commodity soars next?

Nick Hubble

Over the past five years, all sorts of commodity prices have spiked…and then crashed. This is a perfectly normal part of investing during inflationary eras.

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The new Fed nominee has called Bitcoin a ‘sustainable store of value,’ and the ‘new gold’ for anyone under 40. So why isn’t Bitcoin surging? The answer reveals something important about what Bitcoin is in this moment, and whether it belongs in your portfolio.

The RBA Goes It Alone

While the world’s central banks keep cutting, the Reserve Bank hit reverse on Tuesday.

All That Glitters is D̷͚͂̋o̶͔͐ỏ̵̠̅m̷̪̌e̵͓̐d̵̳͔͒

Gold at record highs isn’t a victory lap — it’s a warning siren for the global financial system.

Tech-Rocks Pt.3: How Commodities And AI Lead to More of Both

AI data centres devour copper, lithium, rare earths. Meanwhile, AI tracks the minerals it needs. The feedback loop is just beginning.

AI Isn’t Replacing You. It’s Promoting You

A new paper reveals how ‘the great AI job replacement’ may actually be a future where you become irreplaceable in your workplace.

Small-Caps

The year is 2024. No one cares about critical minerals. I was there.

A lot has changed for critical minerals in the last two years. And AI promises to generate a massive feedback loop for investors.

Macro

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

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