Fat Tail Daily – ASX Updates | Small caps | Commodities

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Market Volume Turns up to Eleven

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Why did gold go down, and why did AI make tech stocks go down? Same thing.

Lachlann Tierney

Gold and silver plunge then AI whacked tech stocks. Lachlann Tierney explain what’s next.

Tech Hits a Wall—Energy Breaks Out

While tech falters and markets correct, energy stocks surge 15% higher—revealing a major sector rotation few investors anticipated or understand.

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.

Market Volume Turns up to Eleven

As predicted last week, a sharp correction has begun in markets with gold, silver, and bitcoin plummeting. The plunge in software stocks is turning the volume up to eleven, so it’s time to hunt for opportunities.

Commodities

Tech Hits a Wall—Energy Breaks Out

While tech falters and markets correct, energy stocks surge 15% higher—revealing a major sector rotation few investors anticipated or understand.

Oil Services: The Leveraged Play on Energy’s Next Move

Oil prices may be stuck, but service stocks aren’t. Here’s how I’m using technical analysis to capture early gains in this sector.

Only One Trade Matters: Oil

Europe races to cut Russian gas one year early—but is it hastening its own energy poverty while strengthening the Russia-China alliance?

Which commodity soars next?

Over the past five years, all sorts of commodity prices have spiked…and then crashed. This is a perfectly normal part of investing during inflationary eras.

Discipline beats FOMO every time in commodity investing

Days before gold’s historic crash, I warned readers to stay patient. Discipline beats FOMO every time in commodity investing.

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Technology

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.

Tech-Rocks Pt.3: How Commodities And AI Lead to More of Both

Lachlann Tierney

AI data centres devour copper, lithium, rare earths. Meanwhile, AI tracks the minerals it needs. The feedback loop is just beginning.

AI Isn’t Replacing You. It’s Promoting You

A new paper reveals how ‘the great AI job replacement’ may actually be a future where you become irreplaceable in your workplace.

Small-Caps

Why did gold go down, and why did AI make tech stocks go down? Same thing.

Lachlann Tierney

Gold and silver plunge then AI whacked tech stocks. Lachlann Tierney explain what’s next.

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?

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

Market Volume Turns up to Eleven

As predicted last week, a sharp correction has begun in markets with gold, silver, and bitcoin plummeting. The plunge in software stocks is turning the volume up to eleven, so it’s time to hunt for opportunities.

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

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

Series

Market Volume Turns up to Eleven

As predicted last week, a sharp correction has begun in markets with gold, silver, and bitcoin plummeting. The plunge in software stocks is turning the volume up to eleven, so it’s time to hunt for opportunities.

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All advice is general in nature and has not taken into account your personal circumstances. Please seek independent financial advice regarding your own situation, or if in doubt about the suitability of an investment.

The value of any investment and the income derived from it can go down as well as up. Never invest more than you can afford to lose and keep in mind the ultimate risk is that you can lose whatever you’ve invested. While useful for detecting patterns, the past is not a guide to future performance. Some figures contained in our reports are forecasts and may not be a reliable indicator of future results. Any actual or potential gains in these reports may not include taxes, brokerage commissions, or associated fees.