Fat Tail Daily | Investment Ideas From the Edge of the Bell Curve

LATEST VIDEO:
War Fears Hit Markets — These Stocks Don’t Care

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Making sense of the attack on Iran through the prism of Venezuela

Jim Rickards

Iran wasn’t the first. And it won’t be the last. Trump is merely continuing his assault on the real targets indirectly. That makes his next move predictable.

The World on Acid

Charlie Ormond

A Hormuz shutdown may not just shock energy markets. It could quietly choke the global supply of sulphuric acid, and with it, copper, uranium and cobalt production.

War Fears Hit Markets — These Stocks Don’t Care

Murray Dawes

This week’s Closing Bell dives into viewer-requested stocks across several sectors including data centres, graphite, radiopharmaceuticals, AI-focused medtech, rare earths and gold.

A Global Economy Caught in the Gates of Hell

James Cooper

The second-order impacts of the Strait closure; oil and gas are only one consequence

Commodities

Making sense of the attack on Iran through the prism of Venezuela

Jim Rickards

Iran wasn’t the first. And it won’t be the last. Trump is merely continuing his assault on the real targets indirectly. That makes his next move predictable.

A Global Economy Caught in the Gates of Hell

James Cooper

The second-order impacts of the Strait closure; oil and gas are only one consequence

The Case for Thinking Differently in a Herd-Mentality Market

James Cooper

Most fund managers can’t beat the market. Here’s why thinking differently — and against the crowd — might just change that.

Revenge from the real world actually hurts

Nick Hubble

War is a reminder for tech investors that virtual reality only outperforms when trust is high. We need to prepare for an era of instability. But how?

Real Time Example: Using Fear to Your Advantage

James Cooper

With conflict breaking out in the Middle East, commodity investors may have a chance to find discounted opportunities.

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Technology

The World on Acid

Charlie Ormond

A Hormuz shutdown may not just shock energy markets. It could quietly choke the global supply of sulphuric acid, and with it, copper, uranium and cobalt production.

The Thief Came Through the (Chat) Window

Charlie Ormond

AI is creating millions of new targets and millions of new attackers. The sector cleaning it all up is currently on sale.

Is Private Credit the Next Subprime?

Charlie Ormond

Blue Owl Capital just shut the door on its investors. And if you’re not paying attention, you should be.

Tariff Déjà vu

Charlie Ormond

Trade chaos is ensuing in the wake of the Supreme Court’s ruling on Trump’s tariffs. When uncertainty spikes, there’s a clear place to be.

The Productivity Paradox is Back

Charlie Ormond

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

Small-Caps

China Capitulation Part 7: Iran’s fall shatters China’s global ambitions

Brian Chu

The ‘decapitation strike’ on Iran over the weekend has claimed the lives of the Ayatollah and key regime leaders. This article explores further… read on.

Macro

Reactors under construction equal MORE uranium demand

James Cooper

According to the World Nuclear Association, China has around 30 nuclear reactors under various stages of construction. Where will it get the fuel?

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

War Fears Hit Markets — These Stocks Don’t Care

Murray Dawes

This week’s Closing Bell dives into viewer-requested stocks across several sectors including data centres, graphite, radiopharmaceuticals, AI-focused medtech, rare earths and gold.

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

War Fears Hit Markets — These Stocks Don’t Care

Murray Dawes

This week’s Closing Bell dives into viewer-requested stocks across several sectors including data centres, graphite, radiopharmaceuticals, AI-focused medtech, rare earths and gold.

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

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Fat Tail Daily – ASX Updates | Small caps | Commodities

LATEST VIDEO:
War Fears Hit Markets — These Stocks Don’t Care

Making sense of the attack on Iran through the prism of Venezuela

The World on Acid

War Fears Hit Markets — These Stocks Don’t Care

A Global Economy Caught in the Gates of Hell

Commodities

Making sense of the attack on Iran through the prism of Venezuela

A Global Economy Caught in the Gates of Hell

The Case for Thinking Differently in a Herd-Mentality Market

Revenge from the real world actually hurts

Real Time Example: Using Fear to Your Advantage

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

Technology

The World on Acid

The Thief Came Through the (Chat) Window

Is Private Credit the Next Subprime?

Tariff Déjà vu

The Productivity Paradox is Back

Small-Caps

China Capitulation Part 7: Iran’s fall shatters China’s global ambitions

Macro

Reactors under construction equal MORE uranium demand

Crypto

Record Highs or a Monetary Mirage?

Economy

The Quiet Opportunity in Australian Beef

Market-Analysis

War Fears Hit Markets — These Stocks Don’t Care

ASX News Update

Bendigo & Adelaide Bank [ASX:BEN] Shares Dip Despite Profit Growth

Resources and Mining

Whitehaven Coal [ASX:WHC] Surges as Fire Disrupts Market

Series

War Fears Hit Markets — These Stocks Don’t Care

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

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LATEST VIDEO: War Fears Hit Markets — These Stocks Don’t Care

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

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

What people are saying about Fat Tail Daily

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LATEST VIDEO:
War Fears Hit Markets — These Stocks Don’t Care