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

Two of the most aggressive rivals in AI are now sharing infrastructure. It’s not new. it’s the same pattern that built the internet and the cloud. And it’s the clearest signal for who wins the AI buildout.

The #1 Risk to Your Investments: Explained

Using History as our Guide, we’ll unpack what Could be the Biggest Risk in the Market today

ASX energy good, Australia bad

Trump holds off and the ASX gets a weak 1% bounce. Is there hope for ASX stocks? Yes, but not if their projects are in Australia.

How the US-China summit rewrites the global order

Brian Chu

Last week’s summit between the US and China was a step in thawing the relationship between them. While the most important issues remain unresolved, it’s important to note that the global order is shifting…

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Commodities

The #1 Risk to Your Investments: Explained

Using History as our Guide, we’ll unpack what Could be the Biggest Risk in the Market today

How the US-China summit rewrites the global order

Brian Chu

Geo Tips to Weatherproof Your Portfolio – Part II

Find out how geologist James Cooper combines investment with an understanding of the rocks.

Geo Tips to Weatherproof Your Portfolio – Part I

Find out how geologist James Cooper combines investment with an understanding of the rocks.

A budget that truly bridged Australia’s inequality

Brian Chu

The 2026 Federal Budget might have sealed the Labor Party’s defeat in the next election. Removing negative gearing and the discount on capital gains might be delivering the biggest sucker punch to the people the Treasurer claimed to help.

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

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Technology

The Online Services That Didn’t Exist 20 Years Ago.

What kind of country do you want Australia to become?

James Woodburn

Well…Wednesday’s Insider struck a nerve. In fact, I can’t remember the last time we received this kind of response to a single email.

The Last Pre-Internet Generation, and What’s Next…

The AI buildout looks unprecedented. It isn’t. The last time we built like this, fortunes were made and lost. The data centre buildout is the next chapter.

More Power to You

The latest White House declarations underscore the next major theme heading into 2030. And Australia has what they need.

The Thin Red Line

A US$2 billion deal for an AI agent was unwound by Beijing this week. The implications for global AI, capital flows and your portfolio are bigger than the price tag.

Small Caps

ASX energy good, Australia bad

Trump holds off and the ASX gets a weak 1% bounce. Is there hope for ASX stocks? Yes, but not if their projects are in Australia.

Get a robot

The new tax regime is punishing strivers while AI eats high-paid jobs, energy limits data centres, and algorithmic traders dominate the ASX — unless you put the robots to work for you.

Iran is bad, but AI stock rebrands might be worse

The Aussie budget is grim, but global markets have a far bigger fish to fry. There have been 33 ‘AI company’ rebrands, US$8.7 billion in ETF inflows, and the market is smelling a whiff of 1999.

Budget Watch: We’re all George Costanza now

Australia’s budget is coming on Tuesday, 12 May, and it will likely make investors feel like George Costanza. Maybe investors will embrace pure nihilism and swing for the fences even more?

Mining deals? You ain’t seen nothing yet!

Lion’s mining clock is lighting up again as global M&A surges, but this doesn’t look like another dumb top‑of‑cycle blow‑off. It looks like the real boom phase beginning.

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Market Analysis

The Budget from Hell

In this week’s Closing Bell, Murray and Charlie break down the budget fallout, the opportunities that may emerge during the transition period, and why this remains a brutal but fascinating stock picker’s market.

Markets Brace for Tuesday Shock

Murray and Charlie look at whether fears surrounding next week’s budget and potential capital gains tax changes are beginning to trigger selling pressure across the market.

Big Tech Just Broke the Tape

US stocks remain bulletproof while the ASX lags. Murray and Charlie look at a software bounce-back trade and run the ruler over a bunch of viewer-suggested stocks.

Market Nerves Return This Week

Aussie stocks had a rough week, falling around 2% while US markets held firm. With uncertainty still hanging over Iran, investors are watching fuel, fertiliser and commodity supply risks closely.

The Pros Got Crushed… What That Means for You

Markets have just ripped higher, with the S&P 500 surging 15% in less than two weeks. But beneath the surface, things aren’t nearly as strong as they look.

Macro

Worst. Budget. Ever

Greg Canavan

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…

The Walls are Closing in on Trump

The pressure is mounting on Trump ahead of a key meeting with Xi next week. What could this mean for our markets.

What Does China Know That We Don’t?

China’s oil hoarding may be a signal for a longer game than the West expects.

Australia’s Vibecession

The ASX is diverging from the optimism we’re seeing in US markets. What’s the driving force, and what can we do about it?

If You’re Confused, So Is Everyone Else