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

The third part in a three part series on a gold coast gold conference by Lachlann Tierney. Turns out gold is pretty handy when you need a taxi and have no “money”.

From Rust to Renaissance: Can Victoria Reclaim Its Industrial Crown?

The commodities boom won’t last forever. Here’s why its aftermath could quietly reshape Australia’s industrial landscape for decades

Gold on the Gold Coast (Pt. 2): Start thinking of gold in yuan!

Gold, Bitcoin and the US dollar are locked in a new fight to define money — and Iran’s oil fields sit right in the crosshairs.

Gold on the Gold Coast (Pt. 1): Why are these people so relaxed!?

Why invest in gold? Lachlann Tierney explains why people invest in gold in the first of a three-part series about a recent trip to a Gold Coast gold conference.

Commodities

From Rust to Renaissance: Can Victoria Reclaim Its Industrial Crown?

The commodities boom won’t last forever. Here’s why its aftermath could quietly reshape Australia’s industrial landscape for decades

Service Stocks: They Were Telling You That an Oil Spike was Coming

While Oil prices remained weak, I told readers to move on the early-cycle opportunity; service stocks

The US-Russia Oil Cartel Is Closer Than You Think

There’s one thing that Russia and the US share in common: oil production dominance. Could this give birth to a powerful energy alliance?

If this is the 1970s: Then the Date is 1 November 1973

What does the 1970’s oil shock tell us? Stock markets crashed, and energy surged

The age of career politicians and civil servants is over

Nick Hubble

One Nation’s rise is now official. And it’ll change Australia forever. But how? And who could’ve seen it coming? Most of Europe, actually…

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Technology

AI’s Next Bottleneck is Plumbing

Everyone’s watching chips and power. Almost no one is watching the optical shifts that insiders are scrambling to solve. That’s about to change.

Death of the Petrodollar

Iran is offering Hormuz passage in exchange for yuan settlement. This could be the wedge that splits the world’s financial system in two.

An Era of ‘Cheap War’

Drones are reshaping warfare. And the economics of shooting them down don’t add up. Here’s one company that could change that.

Our Modern Interregnum (Pt. 4)

The final part of Charlie Ormond’s meditation on our modern era. Today explores three ways our current crisis could end, and a clear investible solution.

Our Modern Interregnum (Pt. 3)

Part 3 of Charlie Ormond’s meditation on our modern era. Today explores the hidden mechanism behind today’s supply shock.

Small-Caps

Gold on the Gold Coast (Pt. 3): Trust in Gold

The third part in a three part series on a gold coast gold conference by Lachlann Tierney. Turns out gold is pretty handy when you need a taxi and have no “money”.

Macro

Reactors under construction equal MORE uranium demand

According to the World Nuclear Association, China has around 30 nuclear reactors under various stages of construction. Where will it get the fuel?

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

Australian lean beef has climbed to multi-year highs, while share prices remain muted. That sounds like an opportunity to me.

Market-Analysis

Major Support Under Siege in US Markets

Murray Dawes

US markets are sitting on a knife-edge after another sharp sell-off. The risk is that we’re approaching the point where selling overwhelms buyers, and the correction accelerates.

ASX News Update

Bendigo & Adelaide Bank [ASX:BEN] Shares Dip Despite Profit Growth

Bendigo’s shares slid today after a mixed earnings report that had some highs but also signs of trouble ahead for the economy.

Resources and Mining

Whitehaven Coal [ASX:WHC] Surges as Fire Disrupts Market