Subscribe

Fat Tail Daily – ASX Updates | Small caps | Commodities

YouTube player

LATEST VIDEO:
Rising Yields and Roaring Commodities Rattle Markets

Weekly videos with expert insights on investing, economics, and finance for Australian investors. Subscribe to our YouTube channel

The Black Box Problem

The AI labs have asked to be slowed down. Critics call it regulatory capture. The truth is somewhere in between. A black box forming inside the newest models is why this matters now.

Most Read…

Subscribe

Enter your email address in the box below and you’ll get Fat Tail Daily every day…absolutely free.

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.

Commodities

Gold’s Second Act Has Begun

As all eyes focus on the bond market, gold is starting to make its move. We’ve seen this story before. And if history repeats, gold’s second act could be about to begin.

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.

Technology

The Black Box Problem

The AI labs have asked to be slowed down. Critics call it regulatory capture. The truth is somewhere in between. A black box forming inside the newest models is why this matters now.

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.

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.

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.

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…

Fat Daily Envelope
Fat Daily Logo

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

Enter your email address in the box below and you’ll get Fat Tail Daily every day…absolutely free.

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.

What people are saying about Fat Tail Daily

I enjoy reading articles from all editors. The way the guys present issues creates interest where there may not have been interest before . That is a huge accolade coming from someone like me. I genuinely appreciate the effort you all put in, and I have learnt a lot of valuable general knowledge as well also.

— K.M, QLD

I enjoy the researched, informative, and sometimes thought provoking articles from the editors. I’ve learnt how the world works with Jim, long term value investing with Greg, navigating volatile gold stocks with Brian, and technical analysis with Murray. I even hold some crypto Ryan. I am almost 60 and you can teach an old dog new tricks. Many thanks for all your efforts, all of the editors

— Joe S, Wollongong

I am delighted with Fat Tail Daily. You are the only publication I trust. I look forward to your emails. I have made wonderful investments following your advice, thank you.

— Janet Roach, VIC

I find the information very informative. It’s refreshing to me as you guys do not follow the trends. Each trader has a different view of the world and their particular areas of expertise. I like that you talk about bitcoin & Gold, where most other financial advisers won’t.

— R.K. NSW

I look forward to Fat Tail Daily hitting my inbox. My favourite contributors are Greg Canavan, Callum Newman, James Cooper and Murray Dawes. I enjoy the blend of company, sector, whole market and technical analysis that in combination they provide. Fat Tail Daily provides a refreshing alternative to the usual mainstream financial media and also serves as a good backdrop to the individual services that Fat Tail provides.

— George S, UK

I value the research, advice and the analysis by the respective authors. You don’t have to agree but I also like the balance of being able to read differing points of view not just on a particular investment topic but also life and values.

— Alexander, WA

Quality writers and research – clear, concise recommendations.

— DJ Whiting, WA

Very well informed and current. Many of the ideas are thought provoking. What I also like is the diverse range of opinions and independent thinking.

— Brian, NSW

Fat Tail Logo

Fat Tail Daily is brought to you by the team at Fat Tail Investment Research

Copyright © 2026 Fat Tail Daily | ACN: 117 765 009 / ABN: 33 117 765 009 / ASFL: 323 988