Fat Tail Daily – ASX Updates | Small caps | Commodities

Is AI productivity already here or do we have to wait years before we see it? I take a look at the latest data.

While the US and Iran face off in the Persian Gulf, and the broader Western alliance navigates the fractures opened by Trump’s second term, Australia sits in a rare sweet spot.

Markets rolling in one direction, key pieces are lining up for both sides. Enter Pax Silica, and a new set of rules for investors.

The market has thrown out anything remotely connected to traditional software-as-a-service (SaaS) businesses. But high-quality software names with multi-year contracts, regulatory moats, and deep customer integrations have been caught in the crossfire. For patient investors, that’s an opportunity.