Iron ore exports to China have been the golden goose that’s laid a fortune for Australia’s economy over the last two decades. But fortune comes with a price… For Australia, that means little independence.
By James Cooper,
It’s no secret that Buffett is wary about the lofty valuations in today’s global markets. Selling large slabs in companies like Bank of America. Yet, Buffett is still buying some small pockets of the market: Oil.
By James Cooper,
In today’s edition of Mining Memo, James Cooper revisits the uranium opportunity, summarising it in one sentence: just three countries absorbing 80% of global supply. This promises to be a tight market.
By James Cooper,
According to some sources, Australia holds the world’s largest thorium resource, but for the moment, it holds no commercial value. But if China revolutionises energy generation, that could change!
By James Cooper,
In a major win for Trump, Europe is fast-tracking its pivot away from Russian gas. Read on to find out which stocks will benefit the most.
By James Cooper,
According to sources, China is very close to solving the riddle of a powerful source of NEW energy supply; read on to find out why this could be game over for the West.
By James Cooper,
The pivot is underway: the shift back to reliable 24/7 energy. Read on to discover why you must revisit the energy investment theme.
By James Cooper,
Former geologist James Cooper reveals that the majors are shifting attention back to deepwater offshore basin exploration. In other words, marginal, high-cost wells. So, why are they interested?
By James Cooper,
Former geologist, James Cooper, shares the idea of a new start-up looking to tokenise unmined gold; potentially untapping a new funding source for capital-starved explorers.
By James Cooper,
As far as the world’s two largest superpowers are concerned, Africa’s mineral wealth remains up for grabs. Read on to find out why Africa’s minerals could be a geopolitical flashpoint in future.
By James Cooper,
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