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The Level That Could Send Stocks Tumbling

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Our Modern Interregnum (Pt. 3)

Charlie Ormond

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

Editor’s Pick: “Oil: Only One Trade Matters.”

James Cooper

Revisiting our February Call: “Forget precious metals or critical mineral stocks; oil and gas could emerge as the true hedge against geopolitical risk in the months to come.”

Our Modern Interregnum (Pt. 2)

Charlie Ormond

Part 2, In Charlie Ormond’s meditation on our modern era. Today, we look at the inevitable consequences of a system that spent four decades optimising financial structures while neglecting the material ledger.

The Level That Could Send Stocks Tumbling

Murray Dawes

Oil prices are pushing toward US$100, bonds and stocks are selling off together, and large strategies like risk-parity funds could amplify a downturn if key levels break.

Commodities

Editor’s Pick: “Oil: Only One Trade Matters.”

James Cooper

Revisiting our February Call: “Forget precious metals or critical mineral stocks; oil and gas could emerge as the true hedge against geopolitical risk in the months to come.”

Why Commodities Move in Packs — And What History Says Happens Next (Part II)

James Cooper

Commodities are surging across the board, and the real reason has nothing to do with the headlines you’re reading.

Why Commodities Move in Packs — And What History Says Happens Next

James Cooper

Commodities are surging across the board, and the real reason has nothing to do with the headlines you’re reading.

Trump is targeting China, Cuba and Russia via the shadow oil market

Jim Rickards

Iran and Venezuela have a lot of oil. But who they sell it to at a discount is what got the US President’s attention. His real target is Russia, Cuba and China.

O&G Prediction Emerges

James Cooper

James Cooper has been shouting from the rooftops about the looming opportunity in O&G in recent weeks. Have you taken action?

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Technology

Our Modern Interregnum (Pt. 2)

Charlie Ormond

Our Modern Interregnum (Pt.1)

Charlie Ormond

Charlie Ormond explains how the physical economy took the reins after the “Great Financialisation” period ended during the GFC.

The World on Acid

Charlie Ormond

A Hormuz shutdown may not just shock energy markets. It could quietly choke the global supply of sulphuric acid, and with it, copper, uranium and cobalt production.

The Thief Came Through the (Chat) Window

Charlie Ormond

AI is creating millions of new targets and millions of new attackers. The sector cleaning it all up is currently on sale.

Is Private Credit the Next Subprime?

Charlie Ormond

Blue Owl Capital just shut the door on its investors. And if you’re not paying attention, you should be.

Small-Caps

Our Modern Interregnum (Pt. 3)

Charlie Ormond

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

Macro

Reactors under construction equal MORE uranium demand

James Cooper

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

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

The Level That Could Send Stocks Tumbling

Murray Dawes

Oil prices are pushing toward US$100, bonds and stocks are selling off together, and large strategies like risk-parity funds could amplify a downturn if key levels break.

ASX News Update

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

Charlie Ormond

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

Charlie Ormond

A fire at Grosvenor coal mine has sent rival coal companies soaring, is now the time to invest?

Series

The Level That Could Send Stocks Tumbling

Murray Dawes

Oil prices are pushing toward US$100, bonds and stocks are selling off together, and large strategies like risk-parity funds could amplify a downturn if key levels break.

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Fat Tail Daily – ASX Updates | Small caps | Commodities

LATEST VIDEO:
The Level That Could Send Stocks Tumbling

Our Modern Interregnum (Pt. 3)

Editor’s Pick: “Oil: Only One Trade Matters.”

Our Modern Interregnum (Pt. 2)

The Level That Could Send Stocks Tumbling

Commodities

Editor’s Pick: “Oil: Only One Trade Matters.”

Why Commodities Move in Packs — And What History Says Happens Next (Part II)

Why Commodities Move in Packs — And What History Says Happens Next

Trump is targeting China, Cuba and Russia via the shadow oil market

O&G Prediction Emerges

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

Technology

Our Modern Interregnum (Pt. 2)

Our Modern Interregnum (Pt.1)

The World on Acid

The Thief Came Through the (Chat) Window

Is Private Credit the Next Subprime?

Small-Caps

Our Modern Interregnum (Pt. 3)

Macro

Reactors under construction equal MORE uranium demand

Crypto

Record Highs or a Monetary Mirage?

Economy

The Quiet Opportunity in Australian Beef

Market-Analysis

The Level That Could Send Stocks Tumbling

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

The Level That Could Send Stocks Tumbling

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

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LATEST VIDEO:
The Level That Could Send Stocks Tumbling