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

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War Fears Hit Markets — These Stocks Don’t Care

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

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.

China Capitulation Part 8 – The new ‘Great Leap Forward’

Brian Chu

China may be leading the league tables on the AI and robotics race. Moreover, China faces a deeper threat in trying to win this race…

The Age of Hard Assets is Upon Us

Lachlann Tierney

Brent, WTI, doesn’t matter. The US is focussed on one thing after Iran. Commodities. Russia and China are likely well aware.

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.

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Commodities

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?

Making sense of the attack on Iran through the prism of Venezuela

Jim Rickards

Iran wasn’t the first. And it won’t be the last. Trump is merely continuing his assault on the real targets indirectly. That makes his next move predictable.

A Global Economy Caught in the Gates of Hell

James Cooper

The second-order impacts of the Strait closure; oil and gas are only one consequence

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

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We will collect and handle your personal information in accordance with our Privacy Policy.

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Technology

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.

Tariff Déjà vu

Charlie Ormond

Trade chaos is ensuing in the wake of the Supreme Court’s ruling on Trump’s tariffs. When uncertainty spikes, there’s a clear place to be.

Small-Caps

China Capitulation Part 8 – The new ‘Great Leap Forward’

Brian Chu

China may be leading the league tables on the AI and robotics race. Moreover, China faces a deeper threat in trying to win this race…

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

War Fears Hit Markets — These Stocks Don’t Care

Murray Dawes

This week’s Closing Bell dives into viewer-requested stocks across several sectors including data centres, graphite, radiopharmaceuticals, AI-focused medtech, rare earths and gold.

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

War Fears Hit Markets — These Stocks Don’t Care

Murray Dawes

This week’s Closing Bell dives into viewer-requested stocks across several sectors including data centres, graphite, radiopharmaceuticals, AI-focused medtech, rare earths and gold.

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

Enter your email address in the box below and you’ll get Fat Tail Daily every day…absolutely free.

Please read our Terms & Conditions.

We will collect and handle your personal information in accordance with our Privacy Policy.

You can cancel your subscription at any time.

Fat Tail Daily – ASX Updates | Small caps | Commodities

LATEST VIDEO:
War Fears Hit Markets — These Stocks Don’t Care

Our Modern Interregnum (Pt.1)

China Capitulation Part 8 – The new ‘Great Leap Forward’

The Age of Hard Assets is Upon Us

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

Commodities

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

Making sense of the attack on Iran through the prism of Venezuela

A Global Economy Caught in the Gates of Hell

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

Technology

Our Modern Interregnum (Pt.1)

The World on Acid

The Thief Came Through the (Chat) Window

Is Private Credit the Next Subprime?

Tariff Déjà vu

Small-Caps

China Capitulation Part 8 – The new ‘Great Leap Forward’

Macro

Reactors under construction equal MORE uranium demand

Crypto

Record Highs or a Monetary Mirage?

Economy

The Quiet Opportunity in Australian Beef

Market-Analysis

War Fears Hit Markets — These Stocks Don’t Care

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

War Fears Hit Markets — These Stocks Don’t Care

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

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LATEST VIDEO: War Fears Hit Markets — These Stocks Don’t Care

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

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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About

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Get in Touch

LATEST VIDEO:
War Fears Hit Markets — These Stocks Don’t Care