In today’s Daily Reckoning Australia, despite a historically significant sell-off in global equities, one commodity continues to defy all odds, not just rising but booming. James Cooper dives into this ‘trendy’ metal and explains why this isolated boom paints a picture for what’s ahead in commodity markets. Read on to find out more…
By James Cooper,
In today’s Daily Reckoning Australia, James Cooper evaluates the flood of pessimistic sentiment coming from analysts and economists, why history is not on the side of mainstream forecasters, and provides his take on iron ore and the Chinese economy.
By James Cooper,
In today’s Daily Reckoning Australia, we have a special edition from the newest member of the Fat Tail Investment Research team, resources expert James Cooper. Today, he talks about the similarities between now and 2002: the beginning of the last Aussie resource boom. And why he has eyes on one particular company that has all the merits of being the next BIG story, much like Fortescue two decades back. Read on…
By James Cooper,
In today’s Daily Reckoning Australia, imminent danger is looming with no investment in new discovery. The forgotten field of exploration and why it means we no longer have the luxury to choose between fossil fuels OR renewable energies. Instead, we need to accept a future that lacks both. Read on to find out more…
By James Cooper,
Fossil fuels have been ingrained in the industrial fabric of our society for more than 100 years. It’s been the driving force behind everything we do from global conflicts to putting humans in space. Giving up our reliance on this economic lifeblood will NOT be an easy task. The costs will be extreme. And I don’t mean economically.
By James Cooper,
Despite enormous falls in the US market over the last few weeks, if you’re holding large-cap mining stocks, you’re probably faring pretty well. This was the message I conveyed to readers of The Insider last week. It’s one reason Australia’s leading index, the S&P ASX 200, continues to pivot away from the US S&P 500.
By James Cooper,
It’s been a long time coming but Australian producers are finally value-adding their product by selling refined metal to the market directly, not raw ore, which was the default approach of the past. Emerging operators are now regularly designing downstream processing facilities into their feasibility plans.
By James Cooper,
EVs, 3D-printed houses, automated homes, and ultra-efficient renewable energy power generators are just some of the future innovations leading us to a better, cleaner world.
And with the stroke of a pen, governments across the globe have started this carbon-free, pollution-free, automated utopia we all want.
By James Cooper,
There’s a long-held view in the world of finance that a flurry of business activity in the form of mergers and acquisitions, affectionately known as M&As, often mark the top of a long-drawn-out bull market.
By James Cooper,
The same executives who got rich from unknowing investors in the last boom are quietly building new companies. They understand we’re entering a new phase in this commodity cycle and are gearing up for a rinse and repeat.
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 / ASFL: 323 988