In today’s Money Morning, energy shifts create fortunes. And there’s no doubt we’re living through a big shift right now. So how should you play it? Today, I’ll share an idea in the energy space you mightn’t have heard of yet. But I think it’s something that should definitely be on your radar.
There are two ways to deal with too much national debt: inflation and default. But default is politically embarrassing. And so economic policymakers have gone with the other option. The question is whether they’ll get away with it…
In today’s Money Weekend, the Fed’s rate rise decision and Powell’s follow-up Q&A was slightly less hawkish than many expected, and stock and bonds have rallied as a result. In today’s Closing Bell video, I set out all the levels you need to keep an eye on as to whether the picture turns more bearish or bullish in the future.
Gold is merely a form of ‘money’, the best form. But even the best money is worthless, in itself. It’s only valuable inasmuch as it can be either turned into goods and services and consumed…or used to produce more wealth.
So it appears that the bears (myself included) got it wrong about the markets after the Fed announcement. Am I about to throw off my fur and put on my horns to join the bulls? Probably not. Knowing them for the-powers-that-be’s uncanny ability to try to get ahead of the narrative, their rhetoric will turn soon. They’ll talk doom and gloom and the markets could experience pretty dark days. Maybe I’ll be wrong…but do you want to be riding with the herd on this one?
Quick summary: EV sales may not be strong in Australia, but in Europe they’re surging…why this trend continues to be a lucrative source for investor returns…how to find investment avenues in the EV sector beyond lithium…and why rising protectionist policy-making could benefit Aussie miners…
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 / AFSL: 323 988
