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Fat Tail Daily – ASX Updates | Small caps | Commodities

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Rising Yields, Hot Uranium Stocks and Your Picks

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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.

The Truth About Black Swan Events

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.

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.

The Lassonde Curve: How it Aligns Your Investment Timing

Most investors buy mining stocks at exactly the wrong times. There’s a better way. It’s called The Lassonde Curve, and it provides a basic framework for timing your mining investments. But like all good rules, you also need to know when to break them. Today is one of those times.

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Commodities

The Truth About Black Swan Events

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.

The Lassonde Curve: How it Aligns Your Investment Timing

Most investors buy mining stocks at exactly the wrong times. There’s a better way. It’s called The Lassonde Curve, and it provides a basic framework for timing your mining investments. But like all good rules, you also need to know when to break them. Today is one of those times.

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

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

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Technology

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.

No War, No Peace

Trump has swapped bombs for a blockade. But the squeeze is again putting pressure on diesel, which bleeds through to Aussie miners’ bottom lines.

The Line Break

Key trendlines are breaking in some unloved sectors on the ASX. While the signals are all early, it’s worth updating your watchlists.

Small Caps

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.

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

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.

Two Software Recovery Plays

The battle between Washington and the bond market is heating up and the economic fallout from the war in Iran is beginning to surface. Murray looks at two US stocks that look ready to rumble.

Macro

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

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…

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