Making investment decisions based on long cycles is difficult, if not impossible. But when two proven cycle theories converge and tell the same story, it pays to listen.
Earnings season wrap with Greg and Rudi
Earnings are down, but stock prices are up…what’s going on? Fat Tail’s Editorial Director Greg Canavan talks with FN Arena’s Rudi Filapek-Vandyck about the overall reporting season, the increasingly short-term nature of investing, why investors are crowding into popular large caps, China, commodities, and more…
Down 7% Last Year, This Sector Is Off to a Big Start in FY25
‘Investors’ have completely ignored energy stocks.
Why this commodity could soon follow uranium and gold higher
Watch what they do, not what they say…
Consider buying these five AI ASX stocks this Thursday
But watch this video before you do
The Dividend Fallacy
Why a high dividend portfolio might be costing you big-time.
Dump Domino’s: Why the rational investor should steer clear
In today’s Fat Tail Daily, I’ll explain why rational investors should give the company a miss. Just because a company’s share price falls significantly doesn’t mean its good value.
The One Rule to Follow in 2024
I wanted to lay out a gameplan for how to think about markets in 2024. Hopefully you’ll find it useful…
Stock Prices Sale to Continue
Don’t forget, the reason for the Fed’s likely pause is because of a slowing economy.
Recession Coming…Time to Buy? — What’s Not Priced In
If there is one thing you must remember, it’s this…
The market looks forward, not backward. It prices in moves in the economy or earnings before you see it in the data and the headlines. Which is why you should ignore today’s news showing the US economy expanded by a robust 4.9% in the third quarter. The market had it priced in months ago.
