Subscribe

Fat Tail Daily – ASX Updates | Small caps | Commodities

YouTube player

LATEST VIDEO:
Viewer Stock Picks

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

Data-struction

Are datacentres next on the chopping block? The demand is real and already signed. The danger sits in the balance sheet, heres what headlines miss.

Most Read…

Subscribe

Enter your email address in the box below and you’ll get Fat Tail Daily every day…absolutely free.

Please read our Terms & Conditions.

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

You can cancel your subscription at any time.

Commodities

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.

You can cancel your subscription at any time.

Technology

Data-struction

Are datacentres next on the chopping block? The demand is real and already signed. The danger sits in the balance sheet, heres what headlines miss.

Musk Looks Up. China Looks Down

SpaceX wants a million AI satellites in orbit. China just switched on a wind-powered data centre under the sea. Both are chasing the same prize: cheap power and free cooling for the AI buildout.

Funding an AI Promise

The biggest AI listings want you to fund a promise and wait a decade. The smart money is in the dull, profitable companies where the AI earns its keep

The Great AI Loss Leader

The Hyperscalers are betting trillions that AI will restore their golden cashflow era. The economics underneath it are far weaker than the share prices suggest.

Era of the Mega-IPO

With more massive IPOs expected from the AI trade I take a look at history to see what it has to say about our market in the mega-IPO era.

Small Caps

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.

You can cancel your subscription at any time.

Market Analysis

Viewer Stock Picks

There is a wide variety of interesting stocks that Charlie and I look at today. There is a tungsten producer, a back pain management tech company, a laser firm, and a piddler sitting on a massive, stranded gas asset.

Commodities Hammered

The ASX remains frustratingly rangebound as tax-loss selling hammers underperformers and cracks begin appearing elsewhere, highlighted by Judo Capital’s 40% collapse.

Macro

Worst. Budget. Ever

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…

Fat Daily Envelope
Fat Daily Logo

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.

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

You can cancel your subscription at any time.

What people are saying about Fat Tail Daily

I enjoy reading articles from all editors. The way the guys present issues creates interest where there may not have been interest before . That is a huge accolade coming from someone like me. I genuinely appreciate the effort you all put in, and I have learnt a lot of valuable general knowledge as well also.

— K.M, QLD

I enjoy the researched, informative, and sometimes thought provoking articles from the editors. I’ve learnt how the world works with Jim, long term value investing with Greg, navigating volatile gold stocks with Brian, and technical analysis with Murray. I even hold some crypto Ryan. I am almost 60 and you can teach an old dog new tricks. Many thanks for all your efforts, all of the editors

— Joe S, Wollongong

I am delighted with Fat Tail Daily. You are the only publication I trust. I look forward to your emails. I have made wonderful investments following your advice, thank you.

— Janet Roach, VIC

I find the information very informative. It’s refreshing to me as you guys do not follow the trends. Each trader has a different view of the world and their particular areas of expertise. I like that you talk about bitcoin & Gold, where most other financial advisers won’t.

— R.K. NSW

I look forward to Fat Tail Daily hitting my inbox. My favourite contributors are Greg Canavan, Callum Newman, James Cooper and Murray Dawes. I enjoy the blend of company, sector, whole market and technical analysis that in combination they provide. Fat Tail Daily provides a refreshing alternative to the usual mainstream financial media and also serves as a good backdrop to the individual services that Fat Tail provides.

— George S, UK

I value the research, advice and the analysis by the respective authors. You don’t have to agree but I also like the balance of being able to read differing points of view not just on a particular investment topic but also life and values.

— Alexander, WA

Quality writers and research – clear, concise recommendations.

— DJ Whiting, WA

Very well informed and current. Many of the ideas are thought provoking. What I also like is the diverse range of opinions and independent thinking.

— Brian, NSW

Fat Tail Logo

Fat Tail Daily is brought to you by the team at Fat Tail Investment Research

Copyright © 2026 Fat Tail Daily | ACN: 117 765 009 / ABN: 33 117 765 009 / ASFL: 323 988