Trader’s Corner — Santa Has Left the Building
In today’s Money Weekend…doubling down…hedge funds selling…option markets stressed…bearish price action…and much more…

In today’s Money Weekend…doubling down…hedge funds selling…option markets stressed…bearish price action…and much more…
By Murray Dawes,

Novonix [ASX:NVX] shares fell 25% before entering a trading halt, while BNPL stocks Openpay Group [ASX:OPY] and Splitit Payments [ASX:SPT] rose on trading updates.

Ganfeng Lithium Co and CATL were embroiled in a bidding war recently for Millennial Lithium Corp, a company with assets in Argentina. In the end, it was Lithium Americas who swept in at the 11th hour, buying the company for US$400 million.
By Selva Freigedo,

According to The Guardian’s report, shares in ASX BNPL stocks fell by an average of 80% compared to their peak prices in the last 12 months.

Never before have central bankers looked so lost and so out of their depth. Which is why now, as inflation is starting to rear its ugly head, markets are looking to take back control of money.

Only around 20–23% of the real estate market in Greater Melbourne is sold via auction. However, the percentage does have a good correlation to prices, and is a leading indicator to changes in trend…
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