Subscribe

Fat Tail Daily – ASX Updates | Small caps | Commodities

YouTube player

LATEST VIDEO:
Two Software Recovery Plays

Weekly videos with expert insights on investing, economics, and finance for Australian investors. Subscribe to our YouTube channel

Two Software Recovery Plays

The battle between Washington and the bond market is heating up and the economic fallout from the war in Iran is beginning to surface. Murray looks at two US stocks that look ready to rumble.

Going Winchester

The new era of drone warfare is playing havoc with the West’s ability to defend itself. Now we’re running out of ammo.

The global order at the crossroads

The US-Iran conflict is now almost six months old. What began with military strikes has developed into a combination of diplomacy and economic warfare. The world is watching the global order redefine itself as countries realign and reposition themselves.

Most Read…

Subscribe

Enter your email address in the box below and you’ll get Fat Tail Daily every day…absolutely free.

Please read our Terms & Conditions.

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

You can cancel your subscription at any time.

Commodities

The global order at the crossroads

The US-Iran conflict is now almost six months old. What began with military strikes has developed into a combination of diplomacy and economic warfare. The world is watching the global order redefine itself as countries realign and reposition themselves.

AI’s fatal flaw

Tech bros got rich from scalable business models. But AI isn’t scalable. Its costs and revenues are closely linked. And we don’t yet know which is greater.

The Bauxite Opportunity Hidden in a $2.5 Billion Bailout

A $2.5 billion bailout for Rio Tinto’s Tomago aluminium smelter has dominated the headlines — but the real story may be what it reveals about future demand for aluminium’s raw material. The same forces driving copper (renewables, EVs, data centres and grid buildouts) are also lifting aluminium use, and that points straight to bauxite.

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.

You can cancel your subscription at any time.

Technology

Going Winchester

The new era of drone warfare is playing havoc with the West’s ability to defend itself. Now we’re running out of ammo.

Software’s Second Coming

In February, the market decided AI had made software obsolete and sold the sector down the river. Six months later, short sellers are cowering and reporting season is separating the genuinely disrupted from the merely unloved.

No War, No Peace

Trump has swapped bombs for a blockade. But the squeeze is again putting pressure on diesel, which bleeds through to Aussie miners’ bottom lines.

The Line Break

Key trendlines are breaking in some unloved sectors on the ASX. While the signals are all early, it’s worth updating your watchlists.

Small Caps

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.

You can cancel your subscription at any time.

Market Analysis

Two Software Recovery Plays

The battle between Washington and the bond market is heating up and the economic fallout from the war in Iran is beginning to surface. Murray looks at two US stocks that look ready to rumble.

The Wrong Bubble Pt.2

In part one, I argued the AI build-out looks more like 2008 than 2000. Here is why the hyperscalers keep spending anyway — and the moment that could unwind it.

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…

Fat Daily Envelope
Fat Daily Logo

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

Enter your email address in the box below and you’ll get Fat Tail Daily every day…absolutely free.

Please read our Terms & Conditions.

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

You can cancel your subscription at any time.

What people are saying about Fat Tail Daily

I enjoy reading articles from all editors. The way the guys present issues creates interest where there may not have been interest before . That is a huge accolade coming from someone like me. I genuinely appreciate the effort you all put in, and I have learnt a lot of valuable general knowledge as well also.

— K.M, QLD

I enjoy the researched, informative, and sometimes thought provoking articles from the editors. I’ve learnt how the world works with Jim, long term value investing with Greg, navigating volatile gold stocks with Brian, and technical analysis with Murray. I even hold some crypto Ryan. I am almost 60 and you can teach an old dog new tricks. Many thanks for all your efforts, all of the editors

— Joe S, Wollongong

I am delighted with Fat Tail Daily. You are the only publication I trust. I look forward to your emails. I have made wonderful investments following your advice, thank you.

— Janet Roach, VIC

I find the information very informative. It’s refreshing to me as you guys do not follow the trends. Each trader has a different view of the world and their particular areas of expertise. I like that you talk about bitcoin & Gold, where most other financial advisers won’t.

— R.K. NSW

I look forward to Fat Tail Daily hitting my inbox. My favourite contributors are Greg Canavan, Callum Newman, James Cooper and Murray Dawes. I enjoy the blend of company, sector, whole market and technical analysis that in combination they provide. Fat Tail Daily provides a refreshing alternative to the usual mainstream financial media and also serves as a good backdrop to the individual services that Fat Tail provides.

— George S, UK

I value the research, advice and the analysis by the respective authors. You don’t have to agree but I also like the balance of being able to read differing points of view not just on a particular investment topic but also life and values.

— Alexander, WA

Quality writers and research – clear, concise recommendations.

— DJ Whiting, WA

Very well informed and current. Many of the ideas are thought provoking. What I also like is the diverse range of opinions and independent thinking.

— Brian, NSW

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