• 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
Latest

More Supply Chain Dread on the Way for Australia

Like 0

By Nick Hubble, Tuesday, 21 February 2023

Quick Summary: Asking which one issue caused the supply chain breakdown of 2021 and 2022 is a mistake. The system was absurdly fragile. It was an accident waiting to happen.

Do you blame a particular snowflake for an avalanche? Which drop of water should we accuse of breaching the dam? Do you go looking for the hailstone that broke your windscreen?

Asking which particular issue caused the catastrophic supply chain breakdown of 2021 and 2022 is the same folly. And yes, it was catastrophic for millions of people around the world who were left without enough food or energy.

The real point, though, is that COVID, Putin’s invasion, and central bank money printing were just the spark which ignited the crisis.

At least, that’s what Jim Rickards argues in part two of our interview about his new book Sold Out.

He explains that it’s the snowpack that causes the avalanche…and why it’s about to rumble again…

But first, if you missed part one, where I attempt to explain high prices to my wife, click here.

Complimentary digital copy of Jim Rickards’ new book for every new subscriber…

For a limited time, when you take a subscription to Strategic Intelligence Australia, you can get a digital copy of SOLD OUT with Jim’s compliments. For more details, go HERE.

Until next time,


Nick Hubble Signature

Nickolai Hubble,
Editor, The Daily Reckoning Australia

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.

Nick Hubble

Nick Hubble found us at Fat Tail Investment Research in 2010 after a stint inside Wall Street’s most notorious bank, Goldman Sachs, during the 2008 GFC. That’s where he saw the true nature of the investment banking business. Since then, he’s been the editor of the Daily Reckoning Australia and the UK-based Fortune & Freedom and Gold Stock Fortunes.

He’s delighted to work as Investment Director and Editor for Jim Rickards’ Strategic Intelligence Australia. Here he helps turn Jim’s big-picture views into specific actionable advice and ideas for Australian investors.

Nick’s Premium Subscriptions

Publication logo
Jim Rickards’ Strategic Intelligence

Latest Articles

  • Trump’s Russia Play | China’s Fear
    By Jim Rickards

    There has been a flurry of activity between U.S. and Russian negotiators recently involving global energy markets and the role of Russia in the war in Ukraine.

  • Fireworks season for ASX small caps
    By Dr. Lachlann Tierney

    Small resource stocks have been thrown overboard while the banks are back in vogure. Meanwhile, hedge funds have almost $70 billion riding against the ASX. The next two months could get explosive.

  • Has the Commodity Cycle Already Peaked?
    By James Cooper

    China's stock market just sank into a bear market — its longest weekly losing streak on record — and junior miners are feeling the pain. But if you believe the commodity story is still intact, panic selling like this is exactly when the best opportunities appear. In this piece, I walk through my three-step process for finding value in a market everyone else has given up on.

Primary Sidebar

Latest Articles

  • Trump’s Russia Play | China’s Fear
  • Fireworks season for ASX small caps
  • Has the Commodity Cycle Already Peaked?
  • Rogue AI’s Day at the Zoo
  • Market Capitulation: Is Something Breaking?

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 / AFSL: 323 988