Callum Newman

Tune in today to watch the latest Closing Bell podcast with Murray Dawes. We discuss gold, oil, real estate…plus a stock to watch. Tune in now!

Here’s a warning:
My colleague Greg Canavan thinks we’re in a budding bear market.
I don’t.
In fact, I see a lot of reasons why markets can keep climbing the fabled wall of worry.
Today’s Fat Tail Daily will explain, in part, as to why.

I came across a handy bit of info from Wilson Asset Management yesterday.

Wilson says that there’s strong demand for Chinese assets despite the recent volatility and trade tensions.

Why do we care?

There could be profit in this.

My colleague Greg Canavan, a true contrarian, is positioning in a spread of energy companies to take advantage of the very investor disinterest and lack of supply growth I just described.
We know, too, that one of Warren Buffett’s last moves was to load up on American energy.
Personally, I prefer something more durable and permanent…

The real tariff story isn’t what you’re reading in the headlines. It’s not about short-term market volatility or quarterly earnings impacts. The true story – and the massive investment opportunity – is about the fundamental restructuring of American manufacturing that’s now underway. Trump’s tariffs are accelerating AI adoption in American industry. Today, I want to show you the companies that are emerging as the backbone of this transformation.

Tune in today to watch the latest Closing Bell podcast with Murray Dawes. We discuss gold, the Alphabet (Google) outlook…and more!

We don’t know where Trump is taking the world.
But we do know the Aussie government game plan. It’s simple…
Spend! Spend! Spend!
Yes, it’s our tax dollars going out, no doubt some of it due to be wasted and squandered.
We can’t stop that.
What we can do is own the firm(s) that might be on the receiving end.
Here’s an idea…

If the second quarter comes out negative too, then the USA would be in a “technical” recession. That’s two quarters of negative GDP.
Yawn!
Here are two reasons why this kind of thing can be misleading when it comes to the share market.

For our purposes today, VCX is telling us that retail shares might be worth a look.
Consumer spending is through the worst of the cost of living crisis now.
As mortgage rates fall, this can pick up. The ongoing Labor government should give people a sense of continuity and stability.
The job market is healthy. And China could be about to dump goods galore over us!

We don’t have to look far to see the first one. It’s oil!
This got clobbered after OPEC decided to increase production. That begins now. Those extra barrels will now hit the market just as demand is set to go down. Here’s why you care.