The war news changes daily, and our purpose isn’t to give a dense chronology of causes, events, our purpose is to consider the economic consequences of the war, regardless of military success or failure by one side or the other.
By Jim Rickards,
Will soaring energy prices benefit the stock performance of oil and gas companies, or will it cause even higher inflation that depresses overall stock prices?
By Jim Rickards,
US foreign policy experts Hal Brands and Michael Beckley raised this possibility in an article in Foreign Affairs in October 2021. It’s not that China believes it’s superior to the US. It’s that China has realised this is as good as it gets. If you want to take Taiwan, you have to try now, because your chances […]
By Jim Rickards,
A Chinese invasion of Taiwan would be the most disruptive geoeconomic event possible, equivalent to an invasion of Japan or Western Europe, and just short of nuclear war.
By Jim Rickards,
A critical hotspot engaging strategic thinkers today is the potential for a Chinese invasion of Taiwan. Of course, China has the world’s largest population, the world’s second-largest economy, and the world’s fourth-largest nuclear arsenal.
By Jim Rickards,
In this interview, Jim Rickards responds to large German Landlord Vonovia reducing heating for its tenants at night to conserve gas usage. Rickards explains this extreme action is symptomatic of what’s going on in Germany as a whole, in relation to Russian gas prices.
By Jim Rickards,
In this interview, Jim Rickards is asked whether the sanctions imposed against Russia are effective at all, given such a move implies an overarching world power that doesn’t seem to be full realised. Rickards explains while you can create and impose sanctions, you can never truly ensure their economic impact.
By Jim Rickards,
In this video, Jim Rickards goes through an analysis of the gold market, explaining that investing in gold is not a ‘get rich quick’ scheme; that set, it can’t go to the moon without a 50% retracement along the way.
By Jim Rickards,
Geopolitics plays a major role in the outlook for global economies. Today, I’ll describe how to look at the world through the prism of geoeconomics. What is geoeconomics? Obviously, it’s a portmanteau of the words geopolitics and economics. There’s nothing new about considering those disciplines in the same context. Wars are geopolitical and are often […]
By Jim Rickards,
All systems run on some form of energy. It can take the form of electrical energy from nuclear power plants, hydroelectric generators in dams, natural gas plants, coal-fired plants, or renewable sources such as wind and solar.
By Jim Rickards,
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