Meanwhile, gold — the asset that outperforms when you can’t trust the monetary, financial, or economic system — has fallen. This usually signals rising trust in the system.Look back at financial markets and you’d think the pandemic ended way back in mid-2020.
By Nick Hubble,
Bonds are now a lose-lose-lose proposition. And yet, almost all investors hold them, directly or indirectly. They’re the building block of portfolios and a key part of asset allocation.
By Nick Hubble,
In the UK, the Bank of England has finally caught up with its recently retired chief economist and announced that it now expects inflation to rise to 4%. That’d be a 10-year high. And double the 2% target.
By Nick Hubble,
After numerous lockdowns, quarantines, trackings and tracings, and vaccinations, COVID is still running rampant.
By Nick Hubble,
You see, the science of COVID does not differ between different places. And yet, politicians manage to put in place wildly different policies.
By Nick Hubble,
Sometimes the housing bubble is in Spain and Ireland, like in 2005, and sometimes in Germany, like in 2018
By Nick Hubble,
In other words, what would have to happen for financial market price action to make sense?
By Nick Hubble,
My mentor Greg Canavan explains how he went from being a sceptic to a believer in cryptocurrencies, not because of their potential to deliver wealth, but for a very different reason.
By Nick Hubble,
The thing is, just as Australia helped inspire the fight to grab inflation by the balls in 1976, we’re leading the way once more. Unfortunately, not in a good way this time…
By Nick Hubble,
If inflation does roar in coming years, we’ll look back at last week as the turning point. The moment when we wonder how we didn’t see the inflation disaster coming…given it was already here.
By Nick Hubble,
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