• Skip to primary navigation
  • Skip to main content
  • Skip to primary sidebar
  • Skip to footer

Fat Tail Daily

Investment Ideas From the Edge of the Bell Curve

  • Menu
    • Commodities
      • Resources and Mining
      • Copper
      • Gold
      • Iron Ore
      • Lithium
      • Silver
      • Graphite
      • Rare Earths
    • Technology
      • AI
      • Bitcoin
      • Cryptocurrency
      • Energy
      • Financial Technology
      • Bio Technology
    • Market Analysis
      • Latest ASX News
      • Dividend Shares
      • ETFs
      • Stocks and Bonds
    • Macro
      • Australian Economy
      • Central Banks
      • World Markets
    • Small Caps
    • More
      • Investment Guides
      • Premium Research
      • Editors
      • About
      • Contact Us
  • Latest
  • Fat Tail Series
  • About Us
Latest

Stocks to Buy if Rates Have Peaked

Like 0

By Murray Dawes, Saturday, 09 December 2023

As the rally in bonds gathers steam it may be time to look for opportunities in stocks that have suffered the most in the inflation panic over the last few years.

As the rally in bonds gathers steam it may be time to look for opportunities in stocks that have suffered the most in the inflation panic over the last few years.

High yielding property and infrastructure stocks have seen stiff selling pressure as interest rates spiked and commercial property prices came under pressure due to the post-COVID hangover of falling occupancy rates.

Perhaps there are a few oversold gems that should bounce back as rates fall.

I show you a list of stocks in today’s Closing Bell video that have shown signs of life in the last few months, giving us a hint that the worst may be over for them in the immediate future.

The correction has been brutal in many of these stocks, so you’d want to do some due diligence before deciding whether to invest or not. If they have high exposure to commercial property they may be worth steering clear of due to the longer term structural issues that they face.

But as a starting point for your investigations, I think this is a good list to get you started.

Click on the picture above to watch today’s Closing Bell and don’t forget to ‘like’ the video on YouTube to show your appreciation for my work.

Regards,

Murray Dawes Signature

Murray Dawes,
Editor, Retirement Trader and Fat Tail Microcaps

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
300
guest
300
0 Comments
Inline Feedbacks
View all 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

  • Is ChatGPT Dead?
    By Charlie Ormond

    As tech giants prepare to unlock their AI vaults, the real opportunity isn’t where you think.

  • Graphite Sharpens Up and a Tech Stock Rebounds
    By Murray Dawes

    Today Callum and Murray discussed the next strategic metal to blast off after US government intervention. They discuss two opportunities in the sector and also analyse an advanced technology stock on the ASX that looks to have turned the corner.

  • There’s More to the Copper Story than Tariffs: Here’s Why
    By James Cooper

    In today’s Mining Memo, James Cooper digs further into the copper price story… Why are some markets moving while others remain still?

Primary Sidebar

Latest Articles

  • Is ChatGPT Dead?
  • Graphite Sharpens Up and a Tech Stock Rebounds
  • There’s More to the Copper Story than Tariffs: Here’s Why
  • How to play the commodity cycle
  • The little-known link between silver and gold stocks

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 © 2025 Fat Tail Daily | ACN: 117 765 009 / ABN: 33 117 765 009 / ASFL: 323 988