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Fat Tail Daily – ASX Updates | Small caps | Commodities

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April micro-cap flashback

In April micro-caps were getting smashed by war, oil and credit stress — but perhaps rising commodity prices could soon force capital back into quality small stocks, setting up a powerful rebound.

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Commodities

Investment ideas from the Edge of the Bell Curve to your inbox

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Technology

The Spy Who Hacked Me

The NSA is now using the world’s most powerful AI to break into foreign governments. Cybersecurity is a more durable theme than you think.

The AI code smoky

Digital infrastructure follows the same trend: Research, then scale. The internet did it. The cloud did it. AI is doing it now. As Paul Dichiera explains, the same monetisation question that hung over the last two booms is now dangling over this one. And the answer is the same too.

AI Giveth, AI Taketh Away

Australia’s unemployment rate jumped to 4.5% in April. While WiseTech and Meta are the latest to cut thousands of jobs. The common thread? Artificial intelligence.

Small Caps

April micro-cap flashback

In April micro-caps were getting smashed by war, oil and credit stress — but perhaps rising commodity prices could soon force capital back into quality small stocks, setting up a powerful rebound.

Investment ideas from the Edge of the Bell Curve to your inbox

Please read our Terms & Conditions.

We will collect and handle your personal information in accordance with our Privacy Policy.

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Market Analysis

Your Best Ideas Under the Microscope

The first Friday of the month means one thing: viewer stock picks. Charlie and Murray hand over stock selection duties to the audience and work through a huge list of companies spanning copper, gold, lithium, rare earths, graphite, mineral sands, biotech, platinum group metals, drone technology, advanced memory chips, and more.

The Budget from Hell

In this week’s Closing Bell, Murray and Charlie break down the budget fallout, the opportunities that may emerge during the transition period, and why this remains a brutal but fascinating stock picker’s market.

Markets Brace for Tuesday Shock

Murray and Charlie look at whether fears surrounding next week’s budget and potential capital gains tax changes are beginning to trigger selling pressure across the market.

Macro

Worst. Budget. Ever

Worst. Budget. Ever. I really don’t know where to start with this one. It is so bad for this country that it’s hard to fathom. So let me start with the positives…

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