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

Copper has now broken into an all time high after threatening to do so for some time.
There’s no reason to think it’s going to go down, either, if the market views Trump as serious.
The race is on to buy up what you can before the tariff goes into effect.

Australia ain’t the USA…and that’s great!

The outlook for Australia and the ASX are very different to the US and US shares.
Here’s why…

The biggest infrastructure spending boom in history just kicked off

Did governments screw up our gas supply? According to some sources in the industry, a rather similar thing happened to our electricity and water industry.

Commodities

You Read it Here First: Great Asset Rotation Underway

James Cooper

Media is swirling on the great asset transition taking place from the banks to the miners. But James Cooper made this prediction months ago in Mining Memo. Are you taking advantage?

Copper traders: gettin’ jiggy with it

Australia ain’t the USA…and that’s great!

The outlook for Australia and the ASX are very different to the US and US shares.
Here’s why…

The biggest infrastructure spending boom in history just kicked off

Did governments screw up our gas supply? According to some sources in the industry, a rather similar thing happened to our electricity and water industry.

You Read it Here First: Great Asset Rotation Underway

James Cooper

Media is swirling on the great asset transition taking place from the banks to the miners. But James Cooper made this prediction months ago in Mining Memo. Are you taking advantage?

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Technology

OpenAI and Microsoft Divorce?: Why this could be good for you

While breakups are rarely pretty, this one might actually benefit investors willing to look beyond the drama.

OpenAI and Microsoft Divorce?: Why this could be good for you

While breakups are rarely pretty, this one might actually benefit investors willing to look beyond the drama.

Why didn’t Australia just buy its own gas like everyone else?

The slow motion trainwreck that is Australian energy policy is accelerating. As are investor’s gains…if they positioned themselves to profit from the shemozzle. But how?

Nvidia’s Comeback Signals AI’s Next Chapter

The future is here, it’s just unevenly distributed.

Are we at war with China?

Tariffs, fentanyl, the Straits of Hormuz, Canadian steel quotas and the EU admitting “Trump is right” all mean one thing: the West is finally taking on China.

Small-Caps

Copper traders: gettin’ jiggy with it

Macro

BONUS EDITION The Hot Money Unwind

James Woodburn

An impromptu discussion with Greg and Ryan as markets go wild

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

Zip Co [ASX:ZIP] Halts for Raise, Are BNPL Stocks Back?