• 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

Silver is the New Gold

Like 34

By Murray Dawes, Friday, 05 September 2025

Was the 160 point fall in the ASX 200 the hint you need to sell up and bank profits from the last year? Murray and Callum answer that question and consider the effect the worldwide bond market selloff could have on stocks going forward. Many sectors are firing with silver and platinum starting to outpace golds moves and likely to head higher.

The ASX 200 was hammered over 160 points on Wednesday.

Is it the hint investors needed to take some profits after a great run?

In today’s Closing Bell Murray and Callum consider the upcoming seasonal weakness in September and October and worldwide bond selloff while trying to unravel the next moves in the markets.

Gold and silver are flying, and platinum is coming along for the ride. Murray points out that silver is now trending strongly and could head in a straight line to US$45-50.

They also look at the impressive strength in iron ore recently and the return of the Aussie consumer. Recent GDP figures and discretionary retail results show that people are finally opening up their wallets again.

They finish off today’s session checking out the charts of a fund manager and finance firm to keep your eyes on.

If you enjoy the show be sure to give us a ‘like’ on the YouTube version and leave a comment or ask us to chart a stock for you.

Regards,

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

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
4 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…and then applies the same system to the ultra-speculative end of the Australian market in Fat Tail Microcaps (this service is strictly limited and via invitation only).

Murray’s Premium Subscriptions

Publication logo
Retirement Trader

Latest Articles

  • The Great AI Loss Leader
    By Charlie Ormond

    The Hyperscalers are betting trillions that AI will restore their golden cashflow era. The economics underneath it are far weaker than the share prices suggest.

  • Commodities Hammered
    By Murray Dawes

    The ASX remains frustratingly rangebound as tax-loss selling hammers underperformers and cracks begin appearing elsewhere, highlighted by Judo Capital's 40% collapse.

  • Part I: As Empires Crumble… Precious Metals Reign
    By James Cooper

    Trump has used US Bankruptcy Laws to his advantage several times on his road to making billions. So, should US debt holders be concerned? That’s what James Cooper explores in today’s edition of Mining Memo.

Primary Sidebar

Latest Articles

  • The Great AI Loss Leader
  • Commodities Hammered
  • Part I: As Empires Crumble… Precious Metals Reign
  • Era of the Mega-IPO
  • Lessons from the last gold bubble: How to capitalise on better-run miners

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