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

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Software and Robotics Wake Up

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Real Time Example: Using Fear to Your Advantage

James Cooper

With conflict breaking out in the Middle East, commodity investors may have a chance to find discounted opportunities.

Control the chokepoints

Lachlann Tierney

The gold price and the oil price moved as expected. But the conflict in Iran reveals far more about the world of money than you’d think.

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.

Software and Robotics Wake Up

Murray Dawes

Signs of life are beginning to appear in the heavily sold-off software sector, even as broader markets struggle to find direction.

Commodities

Real Time Example: Using Fear to Your Advantage

James Cooper

With conflict breaking out in the Middle East, commodity investors may have a chance to find discounted opportunities.

Meet the vampire planning to harvest you for another 10 years

Nick Hubble

There is a thief lurking in your portfolio. And you don’t even know he’s there. Yet he could cost you as much as half the value of your portfolio. Unless…

HPA: The Commodity that No One Understood

James Cooper

The obscure, ultra-refined mineral quietly powering semiconductors, EV batteries, defence technology, and LEDs — and largely ignored by mainstream investors.

Big Tech Pivots to Minerals

James Cooper

James Cooper explains how America’s scramble for mineral independence is creating lucrative opportunities in junior mining stocks.

Who will replace the US shale boom?

Nick Hubble

America’s shale oil and gas boom changed the world. But it is over. Who will repeat its success story on home soil? And which companies will emulate the 10x gains?

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Technology

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.

The Productivity Paradox is Back

Charlie Ormond

Is AI productivity already here or do we have to wait years before we see it? I take a look at the latest data.

Geopolitics Back in Focus

Charlie Ormond

While the US and Iran face off in the Persian Gulf, and the broader Western alliance navigates the fractures opened by Trump’s second term, Australia sits in a rare sweet spot.