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

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Major Support Under Siege in US Markets

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The Iranian campaign – The bigger picture that many missed

Brian Chu

Yesterday’s announcements from the US and Iran about a potential de-escalation of tensions brought optimism back into the market as oil tumbled. Confused about why? Perhaps you missed the actual objectives of this campaign…

Gold on the Gold Coast (Pt. 3): Trust in Gold

Lachlann Tierney

The third part in a three part series on a gold coast gold conference by Lachlann Tierney. Turns out gold is pretty handy when you need a taxi and have no “money”.

From Rust to Renaissance: Can Victoria Reclaim Its Industrial Crown?

James Cooper

The commodities boom won’t last forever. Here’s why its aftermath could quietly reshape Australia’s industrial landscape for decades

Gold on the Gold Coast (Pt. 2): Start thinking of gold in yuan!

Lachlann Tierney

Gold, Bitcoin and the US dollar are locked in a new fight to define money — and Iran’s oil fields sit right in the crosshairs.

Commodities

From Rust to Renaissance: Can Victoria Reclaim Its Industrial Crown?

James Cooper

The commodities boom won’t last forever. Here’s why its aftermath could quietly reshape Australia’s industrial landscape for decades

Service Stocks: They Were Telling You That an Oil Spike was Coming

James Cooper

While Oil prices remained weak, I told readers to move on the early-cycle opportunity; service stocks

The US-Russia Oil Cartel Is Closer Than You Think

James Cooper

There’s one thing that Russia and the US share in common: oil production dominance. Could this give birth to a powerful energy alliance?

If this is the 1970s: Then the Date is 1 November 1973

James Cooper

What does the 1970’s oil shock tell us? Stock markets crashed, and energy surged

The age of career politicians and civil servants is over

Nick Hubble

One Nation’s rise is now official. And it’ll change Australia forever. But how? And who could’ve seen it coming? Most of Europe, actually…

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Technology

AI’s Next Bottleneck is Plumbing

Charlie Ormond

Everyone’s watching chips and power. Almost no one is watching the optical shifts that insiders are scrambling to solve. That’s about to change.

Death of the Petrodollar

Charlie Ormond

Iran is offering Hormuz passage in exchange for yuan settlement. This could be the wedge that splits the world’s financial system in two.

An Era of ‘Cheap War’

Charlie Ormond

Drones are reshaping warfare. And the economics of shooting them down don’t add up. Here’s one company that could change that.

Our Modern Interregnum (Pt. 4)

Charlie Ormond

The final part of Charlie Ormond’s meditation on our modern era. Today explores three ways our current crisis could end, and a clear investible solution.

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.

Small-Caps

The Iranian campaign – The bigger picture that many missed

Brian Chu

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

Major Support Under Siege in US Markets

Murray Dawes

US markets are sitting on a knife-edge after another sharp sell-off. The risk is that we’re approaching the point where selling overwhelms buyers, and the correction accelerates.

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

Major Support Under Siege in US Markets

Murray Dawes

US markets are sitting on a knife-edge after another sharp sell-off. The risk is that we’re approaching the point where selling overwhelms buyers, and the correction accelerates.

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Fat Tail Daily – ASX Updates | Small caps | Commodities

LATEST VIDEO:
Major Support Under Siege in US Markets

The Iranian campaign – The bigger picture that many missed

Gold on the Gold Coast (Pt. 3): Trust in Gold

From Rust to Renaissance: Can Victoria Reclaim Its Industrial Crown?

Gold on the Gold Coast (Pt. 2): Start thinking of gold in yuan!

Commodities

From Rust to Renaissance: Can Victoria Reclaim Its Industrial Crown?

Service Stocks: They Were Telling You That an Oil Spike was Coming

The US-Russia Oil Cartel Is Closer Than You Think

If this is the 1970s: Then the Date is 1 November 1973

The age of career politicians and civil servants is over

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

Technology

AI’s Next Bottleneck is Plumbing

Death of the Petrodollar

An Era of ‘Cheap War’

Our Modern Interregnum (Pt. 4)

Our Modern Interregnum (Pt. 3)

Small-Caps

The Iranian campaign – The bigger picture that many missed

Macro

Reactors under construction equal MORE uranium demand

Crypto

Record Highs or a Monetary Mirage?

Economy

The Quiet Opportunity in Australian Beef

Market-Analysis

Major Support Under Siege in US Markets

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

Major Support Under Siege in US Markets

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

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LATEST VIDEO: Major Support Under Siege in US Markets

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What people are saying about Fat Tail Daily

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LATEST VIDEO:
Major Support Under Siege in US Markets