• Skip to primary navigation
  • Skip to main content
  • Skip to primary sidebar
  • Skip to footer
  • Home
  • Latest
  • Videos
  • Series
  • E-Newsletters
    • Fat Tail Daily
    • James Cooper’s Mining Memo
    • The Daily Reckoning Australia
  • Categories
    • Commodities
    • Macro
    • Market Analysis
    • Small Caps
    • Technology
  • Investment Guides
  • Premium Services
  • Editors
  • About
  • Contact Us
Fat Tail Daily
Subscribe
  • Home
  • Latest
  • Videos
  • E-Newsletters
  • Premium Services
Closing Bell

Rising Yields, Hot Uranium Stocks and Your Picks

Like 0

By Murray Dawes, Friday, 04 September 2026

Four viewer picks: a speculative data centre technology play, a vertically integrated water services provider, a brownfields gold miner and a uranium miner.

This week’s Closing Bell tries to answer the questions raised by rising interest rates worldwide. We also look at viewer picks and finish up with a deeper look at uranium stocks.

On rising rates, is it a canary in the coal mine that is telling us to derisk and hide under the bed? Or is it a sign of solid growth?

What needs to happen to rates before stocks react in a major way?

Is the bear flattening of the yield curve a cause for concern?

I look at the history of the yield curve and compare it to moves in the S&P 500, looking for clues about our current predicament.

The long end of the US yield curve is the thing to keep an eye on, as well as the spread of high-yield corporate debt above government bond yields.

As long as both remain contained, the good times can continue.

The second half of this bumper issue of Closing Bell looks at the four most interesting stocks suggested by viewers.

There is a speculative punt on data centre technology, a vertically integrated water service provider, a brownfields gold miner, and a uranium miner.

So, a lot of interesting stories to tell.

There are so many uranium stocks looking hot that I thought it would be worthwhile to consider the suggested uranium stock compared to other stocks in the sector.

Charlie and I enjoyed gasbagging at each other so much that we lost track of time. We hope you enjoy today’s extended version, and if not, you can always speed us up so we sound like chipmunks.

Closing Bell

YouTube player

Regards,

Murray Dawes,
Retirement Trader, International Stock Trader and
Murray’s Trading Room

PS: In just one hour, I can show you how to get better at picking stocks… better at timing your entry… better at managing your risk… and better at knowing when to sell. You’ll learn all of this in my new online investing masterclass – free for a limited time. Go here for access.

All advice is general advice 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.

Comments

Subscribe
Notify of
guest
guest
0 Comments
Murray Dawes

Murray Dawes is our resident expert trader and portfolio manager. He is a former Sydney Futures Exchange floor trader who went on to design custom trading systems and strategies for ultra-wealthy clients (including one of Australia’s richest families). Today, his mission is to help ordinary Aussie investors make profitable investments, while expertly managing risk.

He uses his proprietary system for his more conversative and longer-term-focused service Retirement Trader

Murray’s Premium Subscriptions

Publication logo
International Stock Trader
Publication logo
Retirement Trader

Latest Articles

  • Rising Yields, Hot Uranium Stocks and Your Picks
    By Murray Dawes

    Four viewer picks: a speculative data centre technology play, a vertically integrated water services provider, a brownfields gold miner and a uranium miner.

  • Combine Two Powerful Investment Forces into One – Part II
    By James Cooper

    It’s time to combine two powerful investment forces into one… The hunt for yield, alongside the pursuit of real asset investments like commodities.

  • They Robbed the Bank and Only Took the Pens
    By Charlie Ormond

    In July, OpenAI's AI agents broke out of their containment and collectively ran a nation-state-scale attack on another company. Here's what the first autonomous AI organisation means for the cybersecurity trade.

Primary Sidebar

Latest Articles

  • Rising Yields, Hot Uranium Stocks and Your Picks
  • Combine Two Powerful Investment Forces into One – Part II
  • They Robbed the Bank and Only Took the Pens
  • The ratio many gold investors missed in the August recovery… and why it could cost them dearly
  • Bonds are underwriting our robot future

Footer

Fat Tail Daily Logo
YouTube
Facebook
x (formally twitter)
LinkedIn

About

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.

Quick Links

Subscribe

About

FAQ

Terms and Conditions

Financial Services Guide

Privacy Policy

Get in Touch

Contact Us

Email: support@fattail.com.au

Phone: 1300 667 481

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 Logo

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