Fat Tail Daily | Investment Ideas From the Edge of the Bell Curve

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War Fears Hit Markets — These Stocks Don’t Care

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The Age of Hard Assets is Upon Us

Lachlann Tierney

Brent, WTI, doesn’t matter. The US is focussed on one thing after Iran. Commodities. Russia and China are likely well aware.

Why Commodities Move in Packs — And What History Says Happens Next

James Cooper

Commodities are surging across the board, and the real reason has nothing to do with the headlines you’re reading.

China’s playbook narrows, and it likely means more commodities

Lachlann Tierney

China is in a tricky spot with Venezuela and Iran off the board. It will likely have to double down on metals, as it has done previously.

Trump is targeting China, Cuba and Russia via the shadow oil market

Jim Rickards

Iran and Venezuela have a lot of oil. But who they sell it to at a discount is what got the US President’s attention. His real target is Russia, Cuba and China.

Commodities

Why Commodities Move in Packs — And What History Says Happens Next

James Cooper

Commodities are surging across the board, and the real reason has nothing to do with the headlines you’re reading.

Trump is targeting China, Cuba and Russia via the shadow oil market

Jim Rickards

Iran and Venezuela have a lot of oil. But who they sell it to at a discount is what got the US President’s attention. His real target is Russia, Cuba and China.

O&G Prediction Emerges

James Cooper

James Cooper has been shouting from the rooftops about the looming opportunity in O&G in recent weeks. Have you taken action?

Making sense of the attack on Iran through the prism of Venezuela

Jim Rickards

Iran wasn’t the first. And it won’t be the last. Trump is merely continuing his assault on the real targets indirectly. That makes his next move predictable.

A Global Economy Caught in the Gates of Hell

James Cooper

The second-order impacts of the Strait closure; oil and gas are only one consequence

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Technology

The World on Acid

Charlie Ormond

A Hormuz shutdown may not just shock energy markets. It could quietly choke the global supply of sulphuric acid, and with it, copper, uranium and cobalt production.

The Thief Came Through the (Chat) Window

Charlie Ormond

AI is creating millions of new targets and millions of new attackers. The sector cleaning it all up is currently on sale.

Is Private Credit the Next Subprime?

Charlie Ormond

Blue Owl Capital just shut the door on its investors. And if you’re not paying attention, you should be.

Tariff Déjà vu

Charlie Ormond

Trade chaos is ensuing in the wake of the Supreme Court’s ruling on Trump’s tariffs. When uncertainty spikes, there’s a clear place to be.

The Productivity Paradox is Back

Charlie Ormond

Is AI productivity already here or do we have to wait years before we see it? I take a look at the latest data.

Small-Caps

The Age of Hard Assets is Upon Us

Lachlann Tierney

Brent, WTI, doesn’t matter. The US is focussed on one thing after Iran. Commodities. Russia and China are likely well aware.

Macro

Reactors under construction equal MORE uranium demand

James Cooper

According to the World Nuclear Association, China has around 30 nuclear reactors under various stages of construction. Where will it get the fuel?

Crypto

Record Highs or a Monetary Mirage?

Ryan Dinse

If you don’t get this basic fact right, you’re reading everything else wrong.

Economy

The Quiet Opportunity in Australian Beef

Charlie Ormond

Australian lean beef has climbed to multi-year highs, while share prices remain muted. That sounds like an opportunity to me.

Market-Analysis

War Fears Hit Markets — These Stocks Don’t Care

Murray Dawes

This week’s Closing Bell dives into viewer-requested stocks across several sectors including data centres, graphite, radiopharmaceuticals, AI-focused medtech, rare earths and gold.

ASX News Update

Bendigo & Adelaide Bank [ASX:BEN] Shares Dip Despite Profit Growth

Charlie Ormond

Bendigo’s shares slid today after a mixed earnings report that had some highs but also signs of trouble ahead for the economy.

Resources and Mining

Whitehaven Coal [ASX:WHC] Surges as Fire Disrupts Market

Charlie Ormond

A fire at Grosvenor coal mine has sent rival coal companies soaring, is now the time to invest?

Series

War Fears Hit Markets — These Stocks Don’t Care

Murray Dawes

This week’s Closing Bell dives into viewer-requested stocks across several sectors including data centres, graphite, radiopharmaceuticals, AI-focused medtech, rare earths and gold.

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Fat Tail Daily – ASX Updates | Small caps | Commodities

LATEST VIDEO:
War Fears Hit Markets — These Stocks Don’t Care

The Age of Hard Assets is Upon Us

Why Commodities Move in Packs — And What History Says Happens Next

China’s playbook narrows, and it likely means more commodities

Trump is targeting China, Cuba and Russia via the shadow oil market

Commodities

Why Commodities Move in Packs — And What History Says Happens Next

Trump is targeting China, Cuba and Russia via the shadow oil market

O&G Prediction Emerges

Making sense of the attack on Iran through the prism of Venezuela

A Global Economy Caught in the Gates of Hell

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

Technology

The World on Acid

The Thief Came Through the (Chat) Window

Is Private Credit the Next Subprime?

Tariff Déjà vu

The Productivity Paradox is Back

Small-Caps

The Age of Hard Assets is Upon Us

Macro

Reactors under construction equal MORE uranium demand

Crypto

Record Highs or a Monetary Mirage?

Economy

The Quiet Opportunity in Australian Beef

Market-Analysis

War Fears Hit Markets — These Stocks Don’t Care

ASX News Update

Bendigo & Adelaide Bank [ASX:BEN] Shares Dip Despite Profit Growth

Resources and Mining

Whitehaven Coal [ASX:WHC] Surges as Fire Disrupts Market

Series

War Fears Hit Markets — These Stocks Don’t Care

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

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LATEST VIDEO: War Fears Hit Markets — These Stocks Don’t Care

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

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

What people are saying about Fat Tail Daily

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LATEST VIDEO:
War Fears Hit Markets — These Stocks Don’t Care