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)?
By Murray Dawes,
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…
By Murray Dawes,
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.
By Murray Dawes,
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.
By Murray Dawes,
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.
By Murray Dawes,
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.
By Murray Dawes,
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.
By Murray Dawes,
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.
By Murray Dawes,
Murray and Callum pointed out three lithium stocks last week that surged 5–12% this week. Now they look at copper and rare earths.
By Murray Dawes,
Lithium stocks jumped this week, so Murray and Callum discuss whether this could be the beginning of the second boom in lithium stocks. They also discuss a fund manager that is recovering and looking cheap
By Murray Dawes,
Investment ideas from the edge of the bell curve.
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