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

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Trader Education Series: Trends

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Don’t Forget About Gold! Two Examples of Companies that Could Benefit in The Second Half of 2026

Lachlann Tierney

Gold is tracking well at 2026’s start. I’m bullish on commodities this year, but the second half could be when gold truly shines. Here’s why.

America’s Refineries Can’t Run on American Oil

James Cooper

US refineries can’t process American oil without blending it with heavy crude imports. Venezuela holds the key to America’s long-term energy security.

Look at These 3 Giant Commodities Stocks Rip: Where I’m Looking For New Opportunities

Lachlann Tierney

Maduro’s fall ignites commodity supercycle. Southern Copper, Alcoa and Coeur surge like tech stocks. Real winners to emerge in overlooked small-cap and micro-cap ASX stocks next?

Cheap energy unlocks demand for everything else

Nick Hubble

Abandoning fossil fuels was as devastating as abandoning the gold standard. But now the green energy transition is reversing. Which stocks will profit from cheap and abundant energy?

Commodities

America’s Refineries Can’t Run on American Oil

James Cooper

US refineries can’t process American oil without blending it with heavy crude imports. Venezuela holds the key to America’s long-term energy security.

Cheap energy unlocks demand for everything else

Nick Hubble

Abandoning fossil fuels was as devastating as abandoning the gold standard. But now the green energy transition is reversing. Which stocks will profit from cheap and abundant energy?

Hunting for the Commodities that will Define 2026

James Cooper

The commodity boom we forecasted is here. But with gold and copper overheated, energy stocks present 2026’s best undervalued opportunity.

2026… hold your breath, it could get rough

Brian Chu

2025 was a year where precious metals assets exceeded expectations. While our financial system becomes more fragile and could push them higher, focus on securing your gains, especially as greed takes over…

Warren Buffett Is Out—Should You Be Too? A Case for Strategic Reallocation

James Cooper

Here’s how James is playing the market in 2026: weighting his portfolio towards a handful of high-quality miners, high-yielding oil and gas producers, and cash.

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Technology

Charlie’s 2026 Outlook: The Year AI Sentiment Breaks

Charlie Ormond

2025 was dominated by political theatre, but the structural story was unfolding in technology. AI capex driving growth while application-layer delivery lagged. That tension will define 2026.

Reading/Watching List for Xmas

Charlie Ormond

Whether you’re lounging poolside or hiding from your relatives, here are the books, podcasts, and long-form videos that shaped my thinking this year.

We Need to Talk About the Kevins

Charlie Ormond

If we see a Trump ‘yes man’, short-term US rate cuts might juice American stocks, but they could also send long-term bond yields flying. That ripples straight to our shores.

AI’s New Orbital Silicon Valley

Charlie Ormond

Bloomberg breaks the biggest IPO news in years, Charlie and Ray explore what it means for early investors in the latest space race.

Prediction double-down for 2026

Charlie Ormond

In my opinion, Tesla has become a symbol of blind AI optimism for retail investors. Whether that’s their promised full self-driving (FSD) or mass-scale robotics in 2026, investors should be ready for another harsh dose of reality.

Small-Caps

Don’t Forget About Gold! Two Examples of Companies that Could Benefit in The Second Half of 2026

Lachlann Tierney

Gold is tracking well at 2026’s start. I’m bullish on commodities this year, but the second half could be when gold truly shines. Here’s why.

Macro

In 2026, stay calm and buy what’s out-of-favour

Greg Canavan

I know of no other way to protect yourself against unknowns like this than to buy out-of-favour companies at attractive prices.

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

Trader Education Series: Trends

Murray Dawes

If you have enjoyed Murray’s Closing Bell videos but need help to understand the theory behind his analysis, then this three part video series is for you. This third instalment looks at how to define trends. Combining this knowledge with the theory of distributions and buy and sell pivots creates a model of market behaviour that keeps you out of trouble and points you towards winning trades.

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Fat Tail Daily – ASX Updates | Small caps | Commodities

LATEST VIDEO:
Trader Education Series: Trends

Don’t Forget About Gold! Two Examples of Companies that Could Benefit in The Second Half of 2026

America’s Refineries Can’t Run on American Oil

Look at These 3 Giant Commodities Stocks Rip: Where I’m Looking For New Opportunities

Cheap energy unlocks demand for everything else

Commodities

America’s Refineries Can’t Run on American Oil

Cheap energy unlocks demand for everything else

Hunting for the Commodities that will Define 2026

2026… hold your breath, it could get rough

Warren Buffett Is Out—Should You Be Too? A Case for Strategic Reallocation

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

Technology

Charlie’s 2026 Outlook: The Year AI Sentiment Breaks

Reading/Watching List for Xmas

We Need to Talk About the Kevins

AI’s New Orbital Silicon Valley

Prediction double-down for 2026

Small-Caps

Don’t Forget About Gold! Two Examples of Companies that Could Benefit in The Second Half of 2026

Macro

In 2026, stay calm and buy what’s out-of-favour

Crypto

Record Highs or a Monetary Mirage?

Economy

The Quiet Opportunity in Australian Beef

Market-Analysis

Trader Education Series: Trends

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

Trader Education Series: Trends

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

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LATEST VIDEO: Trader Education Series: Trends

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

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What people are saying about Fat Tail Daily

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LATEST VIDEO:
Trader Education Series: Trends