‘The surest way to ruin a nation is to debauch its currency.’ Vladimir Lenin The first thing we noticed were the zeros. Where did they get so many of them? Imports from Venezuela? We don’t know. But we’d like to own the company that makes them. When we first came to Argentina more than 20 years […]
By Bill Bonner,
What happened to COVID? It has disappeared from the headlines. And Joe Biden says it’s no longer anything to worry about. We didn’t hear him mention terrorists. But they mustn’t be worth worrying about either. Both have been supplanted by the Bugaboo du Jour: Russia, bad; Ukraine, good. And like the two previous crises of the […]
By Bill Bonner,
‘That’s life ‘(That’s life) ‘That’s what all the people say ‘You’re riding high in April, shot down in May ‘But I know I’m gonna change that tune ‘When I’m back on top, back on top in June’ Frank Sinatra, ‘That’s Life’ Ouch! Our small holdings of Russian stocks are down almost 60% so far this […]
By Bill Bonner,
It’s Putin’s fault. Shutdowns were necessary to save lives. Shutdowns caused supply chain disruptions. So COVID — a virus — caused today’s inflation; the feds are blameless. And last week, the Russians invaded Ukraine. So now we have another crisis. We have to keep printing money to fight the Russians and the supply chain disruptions. […]
By Bill Bonner,
‘Live in harmony; enrich the troops; ignore everyone else.’ Emperor Septimius Severus, last words to his sons, Geta and Caracalla As you know, the Fed is caught in an ‘inflate or die’ trap. It either lets inflation rip — with more money printing and ultra-low interest rates — or it crashes the economy with higher […]
By Bill Bonner,
Dear Reader, ‘We’ve been very, very clear that we will not allow inflation to rise above two percent or less.’ Ben Bernanke We should probably be interested in what happens in Ukraine. In the last 30 days, the country has drawn more worldwide interest than it did in the last 2,000 years. And now everybody […]
By Bill Bonner,
Dear Reader, Consumers hate rising prices. Investors hate falling prices. About 90% of the voters want prices to stay steady. But the 10% who will decide the issue want them to go up. Here, we reflect on the fine mess the Fed has gotten us into. Breitbart News: ‘First gas, then heating and now rents. […]
By Bill Bonner,
Dear Reader, We don’t give investment advice in these daily columns. We just try to connect the dots. And one thing we notice is that they form patterns. Hope…despair. Empire…destruction. Summer…winter. Birth…death. Money printing…inflation. One thing follows another, shaped by some age-old template. Looking at the stock market, we see long cycles of boom and […]
By Bill Bonner,
Dear Reader, ‘We shall not cease from exploration ‘And the end of all our exploring ‘Will be to arrive where we started ‘And know the place for the first time.’ TS Eliot, Little Gidding A storm named Eunice hit Ireland over the weekend. Winds of 122mph were recorded in nearby Britain, the fastest ever. Gusts […]
By Bill Bonner,
First, ‘you load 16 tons and whaddya get…?’ We reported last week that inflation is costing the typical household around US$300 a month extra, just to stay in the same place. Where does that money come from? Here’s part of it; Business Insider: ‘Americans have been swiping their credit cards at record speed in the last few […]
By Bill Bonner,
Investment ideas from the edge of the bell curve.
Go beyond conventional investing strategies with unique ideas and actionable opportunities. Our expert editors deliver conviction-led insights to guide your financial journey.
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.
Fat Tail Daily is brought to you by the team at Fat Tail Investment Research
Copyright © 2026 Fat Tail Daily | ACN: 117 765 009 / ABN: 33 117 765 009 / AFSL: 323 988