The great divergence coming to the ASX and Australia
A kangaroo-nicorn is a start up from Australia that reaches a $US 1 billion level.
I came across the word in the Financial Times yesterday.
The article is a good news piece for us here.
Your ASX gameplan ‘refresher’
Your ASX gameplan ‘refresher’
Right now, lots of shares are beating these modest expectations.
Hence why shares are jumping after their results come out.
This is great. It means two things: There is likely more left in this bull run and there are lots of opportunities for stock picking
How can we be sure (within reason)?
Two fault lines in the global economy
Two fault lines in the global economy
You never know what might come along and blindside you.
To that end, today’s Fat Tail Daily will look at a potential weak point for the global economy…
A tonic against the negative headlines
A tonic against the negative headlines
Everywhere you look you’re going to hear about Trump’s latest tariff bout. India is now getting a right hook across the jaw.
Then there’s those revised employment figures out of the USA not doing the outlook any favours.
Is there any good news?
As it happens, yes.
But odds on no one will point it out to you anywhere else than here.
You’re Not Late to AI —You’re Early
You’re Not Late to AI —You’re Early
The AI revolution is maturing with more companies figuring out how to insert AI into their workflows and reap the productivity and margin expansion benefits. Today, Murray and Callum consider whether the AI rally is just getting started.
A big buying opp for one sector beckons
A big buying opp for one sector beckons
July is always a handy month when it comes to trading the market.
It’s because so many firms released their quarterly results.
These can be handy guideposts, both in terms of what the companies say…and how the market reacts.
The small cap resurgence for one specific industry
The small cap resurgence for one specific industry
You’ll likely make better money, with less stress, leaning into companies showing strength already.
We’re going to leave the resource market aside for now because I’m noticing positive action elsewhere too.
Banks Dumped while Resources Spike
Banks Dumped while Resources Spike
Banks are selling off while resources rally. Is it time to short sell CBA? Murray answers that question and looks at the future facing metals stocks that are blasting off.
Graphite Sharpens Up and a Tech Stock Rebounds
Graphite Sharpens Up and a Tech Stock Rebounds
Today Callum and Murray discussed the next strategic metal to blast off after US government intervention. They discuss two opportunities in the sector and also analyse an advanced technology stock on the ASX that looks to have turned the corner.
Trump Sparks Rare Earth Rally
Trump Sparks Rare Earth Rally
Murray and Callum pointed out three lithium stocks last week that surged 5–12% this week. Now they look at copper and rare earths.
