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Fat Tail Series

Explore our multi-part series and special features in one place, giving you easy access to in-depth analysis and perspectives beyond the headlines.

Gold on the Gold Coast

A Three Part Series by Lachlann Tierney

Gold Renaissance

Gold on the Gold Coast (Pt. 1): Why are these people so relaxed!?

Why invest in gold? Lachlann Tierney explains why people invest in gold in the first of a three-part series about a recent trip to a Gold Coast gold conference.

Gold on the Gold Coast (Pt. 2): Start thinking of gold in yuan!

Gold, Bitcoin and the US dollar are locked in a new fight to define money — and Iran’s oil fields sit right in the crosshairs.

Gold on the Gold Coast (Pt. 3): Trust in Gold

The third part in a three part series on a gold coast gold conference by Lachlann Tierney. Turns out gold is pretty handy when you need a taxi and have no “money”.

Our Modern Interregnum 

A Four Part Series by Charlie Ormond

Will the Bond Vigilantes Strike Back? - The Economy's Bond Vigilantes

Our Modern Interregnum (Pt.1)

Charlie Ormond explains how the physical economy took the reins after the “Great Financialisation” period ended during the GFC.

Our Modern Interregnum (Pt. 2)

Part 2, In Charlie Ormond’s meditation on our modern era. Today, we look at the inevitable consequences of a system that spent four decades optimising financial structures while neglecting the material ledger.

supply chain breakdown

Our Modern Interregnum (Pt. 3)

Part 3 of Charlie Ormond’s meditation on our modern era. Today explores the hidden mechanism behind today’s supply shock.

investment rends in uncertain itmes

Our Modern Interregnum (Pt. 4)

The final part of Charlie Ormond’s meditation on our modern era. Today explores three ways our current crisis could end, and a clear investible solution.

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Investment ideas from the edge of the bell curve.

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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.

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