A Choppy Year Ahead
The central banks are (for now) exiting their asset purchasing programs. This will allow more speculation to come into the markets. The one thing I’m expecting this year is increased volatility.

The central banks are (for now) exiting their asset purchasing programs. This will allow more speculation to come into the markets. The one thing I’m expecting this year is increased volatility.
By Izaac Ronay,

And it’s not the fellow with a can of Bud Light in his hand who is going to answer the ‘Inflate or Die’ question.
By Bill Bonner,

Some in the market genuinely believed Chinese property would collapse last year. Buying iron ore stocks was a ‘crazy’ — or fat tail — idea.
By Callum Newman,

This can come in the form of revolt. The kind of events that lead to a communist revolution at the extreme end — the literal murder and enslavement of the rich class.
By Izaac Ronay,

And now that they’ve realised what’s possible, we need to explore the extreme way in which politics is about to change so radically that you won’t be able to recognise it. A new age has begun.
By Nick Hubble,

Argentina may be the most ‘European’ country in the world — in the sense that it has gotten very few immigrants from Africa or Asia. But the European family tree has many branches.
By Bill Bonner,
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