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The ratio many gold investors missed in the August recovery… and why it could cost them dearly

Gold stocks were the best performing asset class last month. The recovery sparked by the US Treasury and the Federal Reserve lulled many to think that the golden days are back. Are they right? Here’s a number that can help you…

By Brian Chu, Thursday, 03 September 2026

Australian Bonds: Dead Canary or Global Dog Wagger?

Bonds are underwriting our robot future

Bonds can topple governments and pick Fed chairs. But the real story is who they are lending to now, and what that means for the rocks under our feet.

By Dr. Lachlann Tierney, Wednesday, 02 September 2026

Combine Two Powerful Investment Forces into One

It’s time to combine two powerful investment forces into one… The hunt for yield, alongside the pursuit of real asset investments like commodities.

By James Cooper, Wednesday, 02 September 2026

US China Taiwan Sanctions - China Rare Earths

China Bowled Underarm, So America Rewrote The Rules

China spent twenty years building its minerals dominance inside the free market. Washington has finally worked out how, and it is rewriting the rulebook fast.

By Dr. Lachlann Tierney, Tuesday, 01 September 2026

Rate Hikes Are Back, So Look Offshore

Five big banks tore up their rate forecasts in two days. A hike is back on, so the best ASX small caps will need an offshore tailwind.

By Dr. Lachlann Tierney, Monday, 31 August 2026

The Australian Nightmare: Peak Iron Ore

China’s steel engine is sputtering with ramifications for Australia’s big three miners. But behind this shift, an opportunity is emerging in some well-placed junior miners.

By James Cooper, Monday, 31 August 2026

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Investment ideas from the edge of the bell curve.

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Email: support@fattail.com.au

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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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