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

A new investment thesis from Lachlann Tierney. This is Pax Silica.

Big Tech Pivots to Minerals

James Cooper explains how America’s scramble for mineral independence is creating lucrative opportunities in junior mining stocks.

At 26 cents it was a fever dream, at $18 it was real

Lachlann Tierney’s new thesis for AI and commodities converging. And how Aussie investors are at GROUND ZERO.

Who will replace the US shale boom?

Nick Hubble

America’s shale oil and gas boom changed the world. But it is over. Who will repeat its success story on home soil? And which companies will emulate the 10x gains?

Big Tech Pivots to Minerals

James Cooper explains how America’s scramble for mineral independence is creating lucrative opportunities in junior mining stocks.

Who will replace the US shale boom?

Nick Hubble

America’s shale oil and gas boom changed the world. But it is over. Who will repeat its success story on home soil? And which companies will emulate the 10x gains?

Weaponising Energy: What Happens When Buyers Lose Their Leverage

Europe and China are abandoning energy diversification for single-supplier dependence, creating unprecedented vulnerabilities that could reshape global economics and geopolitics.

Bank Stocks Surge: But Danger Lies Ahead

CBA’s extreme volatility and Big Tech’s wild swings suggest distribution is underway. Time to shift capital toward emerging resource sectors.

Another Strategy for Your Investment Toolkit

Charts aren’t just for traders—they help long-term investors time entries and avoid costly mistakes even when the fundamentals look strong.

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The PAX SILICA Files: (The Epstein ones are a distraction)…

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

Tech Stocks: Oversold or Obsolete?

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.

Bitcoin’s Identity Crisis

The new Fed nominee has called Bitcoin a ‘sustainable store of value,’ and the ‘new gold’ for anyone under 40. So why isn’t Bitcoin surging? The answer reveals something important about what Bitcoin is in this moment, and whether it belongs in your portfolio.

The RBA Goes It Alone

While the world’s central banks keep cutting, the Reserve Bank hit reverse on Tuesday.

All That Glitters is D̷͚͂̋o̶͔͐ỏ̵̠̅m̷̪̌e̵͓̐d̵̳͔͒

Gold at record highs isn’t a victory lap — it’s a warning siren for the global financial system.

Small-Caps

Today is COLLISION DAY. (Everything changes from here…)

A new investment thesis from Lachlann Tierney. This is Pax Silica.

Macro

September 11, 1973:The Other 9/11 America Doesn’t Talk About

Chile’s copper nationalisation triggered a US-backed coup in 1973. With Venezuela’s oil at stake, are we witnessing history repeat itself?

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