Fat Tail Daily | Investment Ideas From the Edge of the Bell Curve

LATEST VIDEO:
Trader Education Series: Distributions

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

From Humming Economy to Inflation Hangover: My 2026 Playbook

Murray Dawes

In Murray’s 2026 prediction he focuses on the coming midterm elections in the US and Trumps takeover of the US Fed by installing a yes-man in May.
The only path to a positive midterm election for Trump is if the economy is humming, and there’s no better way to lift animal spirits than lowering interest rates.
But Trump may not end up getting what he bargained for as the bond vigilantes step in.

2026… hold your breath, it could get rough

Brian Chu

2025 was a year where precious metals assets exceeded expectations. While our financial system becomes more fragile and could push them higher, focus on securing your gains, especially as greed takes over…

In 2026, stay calm and buy what’s out-of-favour

Greg Canavan

I know of no other way to protect yourself against unknowns like this than to buy out-of-favour companies at attractive prices.

Charlie’s 2026 Outlook: The Year AI Sentiment Breaks

Charlie Ormond

2025 was dominated by political theatre, but the structural story was unfolding in technology. AI capex driving growth while application-layer delivery lagged. That tension will define 2026.

Commodities

2026… hold your breath, it could get rough

Brian Chu

Warren Buffett Is Out—Should You Be Too? A Case for Strategic Reallocation

James Cooper

Here’s how James is playing the market in 2026: weighting his portfolio towards a handful of high-quality miners, high-yielding oil and gas producers, and cash.

2026 will be the year of stablecoin anarchy

Nick Hubble

One trend will dominate financial markets in 2026. It centres on the most boring investment you can possibly imagine. A cryptocurrency that doesn’t go up or down in price.

Editor’s Pick: The China Problem…Might Not Be as Bad as You Think

James Cooper

With James away, we’ve dug up an older piece that James wrote in the despairing moments of the China crisis and resource sell-off in 2024. What a difference a year makes!

Watch The Insiders: Right Now, The Biggest Breadcrumbs Lead to Rare Earths

James Cooper

Geologist James Cooper outlines why investors should be watching insiders. And according to James, right now, the biggest breadcrumbs are leading to Rare Earth Metals.

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Technology

Charlie’s 2026 Outlook: The Year AI Sentiment Breaks

Charlie Ormond

2025 was dominated by political theatre, but the structural story was unfolding in technology. AI capex driving growth while application-layer delivery lagged. That tension will define 2026.

Reading/Watching List for Xmas

Charlie Ormond

Whether you’re lounging poolside or hiding from your relatives, here are the books, podcasts, and long-form videos that shaped my thinking this year.

We Need to Talk About the Kevins

Charlie Ormond

If we see a Trump ‘yes man’, short-term US rate cuts might juice American stocks, but they could also send long-term bond yields flying. That ripples straight to our shores.

AI’s New Orbital Silicon Valley

Charlie Ormond

Bloomberg breaks the biggest IPO news in years, Charlie and Ray explore what it means for early investors in the latest space race.

Prediction double-down for 2026

Charlie Ormond

In my opinion, Tesla has become a symbol of blind AI optimism for retail investors. Whether that’s their promised full self-driving (FSD) or mass-scale robotics in 2026, investors should be ready for another harsh dose of reality.

Small-Caps

Lachlann Tierney’s 2026 Outlook

Lachlann Tierney

Lithium, uranium, copper. Just a few of the themes I will be looking to position members for in 2026.

Macro

In 2026, stay calm and buy what’s out-of-favour

Greg Canavan

I know of no other way to protect yourself against unknowns like this than to buy out-of-favour companies at attractive prices.

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

From Humming Economy to Inflation Hangover: My 2026 Playbook

Murray Dawes

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

Trader Education Series: Buy and Sell Pivots

Murray Dawes

If you have enjoyed Murray’s Closing Bell videos but need help to understand the theory behind his analysis, then this video series is for you. This second instalment looks at how prices change direction using buy and sell pivots. The secret to their use is combining them with Murray’s theory of how ranges and trends develop. That’s what you will learn today.

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Fat Tail Daily – ASX Updates | Small caps | Commodities

LATEST VIDEO:
Trader Education Series: Distributions

From Humming Economy to Inflation Hangover: My 2026 Playbook

2026… hold your breath, it could get rough

In 2026, stay calm and buy what’s out-of-favour

Charlie’s 2026 Outlook: The Year AI Sentiment Breaks

Commodities

2026… hold your breath, it could get rough

Warren Buffett Is Out—Should You Be Too? A Case for Strategic Reallocation

2026 will be the year of stablecoin anarchy

Editor’s Pick: The China Problem…Might Not Be as Bad as You Think

Watch The Insiders: Right Now, The Biggest Breadcrumbs Lead to Rare Earths

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

Technology

Charlie’s 2026 Outlook: The Year AI Sentiment Breaks

Reading/Watching List for Xmas

We Need to Talk About the Kevins

AI’s New Orbital Silicon Valley

Prediction double-down for 2026

Small-Caps

Lachlann Tierney’s 2026 Outlook

Macro

In 2026, stay calm and buy what’s out-of-favour

Crypto

Record Highs or a Monetary Mirage?

Economy

The Quiet Opportunity in Australian Beef

Market-Analysis

From Humming Economy to Inflation Hangover: My 2026 Playbook

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

Trader Education Series: Buy and Sell Pivots

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

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LATEST VIDEO: Trader Education Series: Distributions

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

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

What people are saying about Fat Tail Daily

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Get in Touch

LATEST VIDEO:
Trader Education Series: Distributions