Guns and More Guns
Through September, the US government had already borrowed $1.7 trillion, so far this year. It is on target to reach a total of $2 trillion before the year is out. This is the second biggest borrowing spree in history (after 2020).

Through September, the US government had already borrowed $1.7 trillion, so far this year. It is on target to reach a total of $2 trillion before the year is out. This is the second biggest borrowing spree in history (after 2020).
By Bill Bonner,

Equity markets have been overshadowed by rising bond yields and safe-haven assets as gold, oil and bond yields climb higher on fears of Middle East war.

Equity markets have been overshadowed by rising bond yields and safe-haven assets as gold, oil and bond yields climb higher on fears of Middle East war.

Make sure you keep an eye on BHP today. Australia’s biggest company released their quarterly production figures this morning. Plus, for further evidence of the robustness, take a look at America. Read on below…
By Callum Newman,

ASX 200 opened slightly up today as equity markets show signs of timidity after a surge in bond yields as the case for higher interest rates echoes through the U.S. and Australia.

ASX 200 opened slightly up today as equity markets show signs of timidity after a surge in bond yields as the case for higher interest rates echoes through the U.S. and Australia.
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