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.
By Murray Dawes,
Some historic moves unfolded over the week, with gold plummeting US$250 in one session. Is it a sign of things to come or a buying opportunity? Oil has also walked back from the edge of the cliff, but risks remain. Charlie and Murray discuss the US dollar, oil, gold, silver, and rare earths.
By Murray Dawes,
US regional banks were hammered 6% on Thursday after two banks fessed up to major losses. Add to that two recent auto loan failures dished out billions of losses and now the market is wondering where the next cockroach is. Murray and Charlie look at the rising risks of a correction due to credit stress and rising US-China trade tensions. They also update you on the moves in gold, oil, S&P 500, and US 2-year bonds.
By Murray Dawes,
Lachlann Tierney explains why market “all time highs” are meaningless nominal illusions. Learn why the debasement trade has legs through to 2026.
By Murray Dawes,
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.
By Murray Dawes,
The bull market is in full force with certain sectors flying higher day after day. Murray and Charlie put a stake in the ground to point viewers towards the next critical metals they think are about to run. They analyse a few companies and ETF’s in each sector that have turned a corner and are primed to jump. They also update Murray’s call on oil and Weebit Nano [ASX:WBT].
By Murray Dawes,
Think the AI rally has gone too far? Lachlann Tierney lays out his thesis for markets over the next year. The answer: bizarrely positive.
By Murray Dawes,
Mining stocks are outpacing tech as commodities power the AI revolution. Discover the hidden plays behind the tech boom.
By Murray Dawes,
Oil tumbles to its steepest weekly loss in over three months, with Brent and WTI sliding as traders brace for an OPEC+ supply surge.
In the U.S, the government shutdown begins, but markets power higher. The S&P 500 and Nasdaq hit fresh records again.
And in Australia, BHP–China iron ore tensions shake resource names, even as banks and healthcare drive the ASX 200 higher.
By Murray Dawes,
Here’s where I’m looking for my next batch of small-cap winners.
By Murray Dawes,
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