Fat Tail Daily – ASX Updates | Small caps | Commodities

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Are We on the Brink of a Risk-Off Event?

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RBA Rate Rise and Another AI Sell-Off?

Lachlann Tierney

What triggered the US tech sell-off? And why was the ASX fine? Find out why, and what it means for tech investors.

Only One Trade Matters: Oil

Europe races to cut Russian gas one year early—but is it hastening its own energy poverty while strengthening the Russia-China alliance?

Elon’s rocks aren’t the only game in town – could ASX tech be back on?

Lachlann Tierney

SpaceX’s $1.25 trillion IPO and Trump’s $12bn minerals stockpile reveal the commodity-tech nexus is real. ASX tech could surprise.

Which commodity soars next?

Over the past five years, all sorts of commodity prices have spiked…and then crashed. This is a perfectly normal part of investing during inflationary eras.

Commodities

Only One Trade Matters: Oil

Europe races to cut Russian gas one year early—but is it hastening its own energy poverty while strengthening the Russia-China alliance?

Which commodity soars next?

Over the past five years, all sorts of commodity prices have spiked…and then crashed. This is a perfectly normal part of investing during inflationary eras.

Discipline beats FOMO every time in commodity investing

Days before gold’s historic crash, I warned readers to stay patient. Discipline beats FOMO every time in commodity investing.

From Gold to Bauxite: Why We’re Betting on Industrial Metals in 2026

After cashing on a 200% gain for his paid readership group in a little-known gold producer, James Cooper reveals the next hidden gem for investors to follow

Still Time to Add Second-Tier Copper Stocks

Supply disruption in 2025, helping to drive copper prices higher this year… Look for the second-tier players to maximise returns

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Technology

All That Glitters is D̷͚͂̋o̶͔͐ỏ̵̠̅m̷̪̌e̵͓̐d̵̳͔͒

Gold at record highs isn’t a victory lap — it’s a warning siren for the global financial system.

Tech-Rocks Pt.3: How Commodities And AI Lead to More of Both

Lachlann Tierney

AI data centres devour copper, lithium, rare earths. Meanwhile, AI tracks the minerals it needs. The feedback loop is just beginning.

AI Isn’t Replacing You. It’s Promoting You

A new paper reveals how ‘the great AI job replacement’ may actually be a future where you become irreplaceable in your workplace.

Much Ado About Nothing

Art of the Deal or TACO is asking the wrong question. What should we all learn from this moment?

Goodbye Markets, Hello Platforms

Google’s new protocol has all the ingredients to turn shoppers into digital serfs.

Small-Caps

RBA Rate Rise and Another AI Sell-Off?

Lachlann Tierney

What triggered the US tech sell-off? And why was the ASX fine? Find out why, and what it means for tech investors.

Macro

September 11, 1973:The Other 9/11 America Doesn’t Talk About

Chile’s copper nationalisation triggered a US-backed coup in 1973. With Venezuela’s oil at stake, are we witnessing history repeat itself?

Crypto

Record Highs or a Monetary Mirage?

If you don’t get this basic fact right, you’re reading everything else wrong.

Economy

The Quiet Opportunity in Australian Beef

Australian lean beef has climbed to multi-year highs, while share prices remain muted. That sounds like an opportunity to me.

Market-Analysis

Are We on the Brink of a Risk-Off Event?

Markets are starting to feel tense. Big swings across gold, copper, bitcoin, and currencies suggest the calm we’ve had may be fading.

ASX News Update

Bendigo & Adelaide Bank [ASX:BEN] Shares Dip Despite Profit Growth

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

A fire at Grosvenor coal mine has sent rival coal companies soaring, is now the time to invest?

Series

Are We on the Brink of a Risk-Off Event?

Markets are starting to feel tense. Big swings across gold, copper, bitcoin, and currencies suggest the calm we’ve had may be fading.

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All advice is general in nature and has not taken into account your personal circumstances. Please seek independent financial advice regarding your own situation, or if in doubt about the suitability of an investment.

The value of any investment and the income derived from it can go down as well as up. Never invest more than you can afford to lose and keep in mind the ultimate risk is that you can lose whatever you’ve invested. While useful for detecting patterns, the past is not a guide to future performance. Some figures contained in our reports are forecasts and may not be a reliable indicator of future results. Any actual or potential gains in these reports may not include taxes, brokerage commissions, or associated fees.