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James Cooper’s Mining Memo

Why mining stocks love a sovereign debt crisis

By Nick Hubble, Monday, 27 April 2026

When politicians begin to worry about the national debt, they are about to admit economic growth matters most. And that means handing out investment opportunities to resources investors.

The Seasonal Secret Behind Oil’s Boom-and-Bust Cycle

By James Cooper, Friday, 24 April 2026

A recurring historical pattern suggests oil’s next big move could arrive by the end of 2026.

We Made 110% on Oil. Here’s Why We Just Sold.

By James Cooper, Wednesday, 22 April 2026

The Middle East is in chaos, yet oil markets are calming. Here’s the Saudi backup plan nobody’s talking about

supply chain issues 2022

WA Fortress: A State that Can Feed, Fuel, and Finance Itself

By James Cooper, Monday, 20 April 2026

Western Australia’s isolation was once a liability. Now, with cheap gas, world-class commodities, and food security, it could be its greatest asset

the investors guide to the petrodollar

The Great Energy Pivot: Rewriting the Oil Trade [Part IV]

By James Cooper, Friday, 17 April 2026

In this final edition, we outline why controlling global oil could be the US’s last weapon in hanging onto its decades-long hegemony. Control the Oil. Control the World.

The Great Energy Pivot: Rewriting the Oil Trade [Part III]

By James Cooper, Wednesday, 15 April 2026

Critical Minerals have been touted for their supply concentration; but rarely is oil put in that category. Yet three countries control almost half of the world’s supply.

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Latest Articles

  • An ASX investor’s guide to the Trump-Xi Summit
  • The National Debt is Too…Small?
  • What Does China Know That We Don’t?
  • Why mining stocks love a sovereign debt crisis
  • Australia’s Vibecession

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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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