In the words of George Soros — one of the greatest speculators of all time — we must ‘Find the narrative whose premise is false…and bet against it’. But where should we look? You want to hear about all the exciting things going on lithium, rare earths, and copper. However, here’s the reality. Iron ore is barnstorming its way towards US$120 a tonne…against all expectations. Read on…
Gold has been in a bull market since 2019 when the US Federal Reserve switched from raising interest rates to cutting them. The global virus outbreak in 2020–22 unleashed a massive tidal wave of debt and liquidity that boosted the price of gold. However, it was underwhelming relative to what happened in past crises. What happened? Who stole gold’s thunder? And will gold have its moment to shine in the coming crisis that’s brewing? Read on…
The pro-green and anti-green choices for investors
In the 1980s, Japan’s economy was booming. But when the decade concluded, so did the Japanese economy, bottoming in October 2008. Japan has lived inside a deflationary bubble for three decades. Yet remarkably, it seems that bubble has now finally burst…
Ongoing coverage of China’s economic woes continues…why the mainstreams fixation on a ‘China bust’ is nothing new and not worth paying attention to…how growing demand for lithium and lithium assets is shaping China’s future…and why investors should look for the short-term opportunities in trends like these…
Ongoing coverage of China’s economic woes continues…why the mainstreams fixation on a ‘China bust’ is nothing new and not worth paying attention to…how growing demand for lithium and lithium assets is shaping China’s future…and why investors should look for the short-term opportunities in trends like these…
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
