The RBA looks likely to hold rates on a rainy Cup Day while global rates drop. Trump softens on China as Fed cuts and commodity cycles turn. Lachlann Tierney says there’s hope for small cap commodity outsiders.
Nvidia’s CEO drops a hint on whether their highest end chips will be part of the potential China-US trade deal. Lachlann Tierney backs mining stocks to win if it doesn’t work out.
Trump and Xi to seal a deal? Lachlann Tierney asks, are you an investor or a trader? Gold price got walloped too.
This week, Treasury Secretary Scott Bessent and Chinese trade officials hammered out what they’re calling a “framework” ahead of Thursday’s Trump-Xi summit in South Korea. The stakes? A proposed 100% tariff on Chinese goods versus China’s stranglehold on rare earth minerals that power everything from smartphones to fighter jets.
Lachlann Tierney explains why market “all time highs” are meaningless nominal illusions. Learn why the debasement trade has legs through to 2026.
Markets remain resilient despite crash predictions. Crypto’s leverage flush was necessary. Peak speculation still ahead—microcaps haven’t reached fever pitch.
The immediate carnage of the recent selloff reveals something crucial about how markets now process tariff risk and who might win the most recent round of Trump vs Xi.
Think the AI rally has gone too far? Lachlann Tierney lays out his thesis for markets over the next year. The answer: bizarrely positive.
Memory manufacturers have surged on AI demand, but a small Australian tech company could be the real winner
Mining stocks are outpacing tech as commodities power the AI revolution. Discover the hidden plays behind the tech boom.
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