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Oct 5, 2023 - Due to the geopolitical events impacting markets, we’ve got a special Money Morning edition for you today. The overnight development of Russia’s invasion of...
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The Blame Game - Fat Tail Daily
Sep 28, 2023 - One of the problems with foreign policy is that it is too foreign. No one really knows what is happening at home, let alone abroad, especially not the...
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Is ChatGPT Dead? - Fat Tail Daily
Jul 18, 2025 - As tech giants prepare to unlock their AI vaults, the real opportunity isn’t where you think.
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Zip Rises On Q1 FY23 Results - Fat Tail Daily
Oct 5, 2023 - ASX BNPL firm Zip Co Limited [ASX:Z1P] released its September quarterly results on Thursday, with revenue up 19% year on year to $163.2 million.
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A Nightmare Scenario - Fat Tail Daily
Sep 28, 2023 - Atrocities are punished in the private sector. That’s what bear markets are for. In the public sector, they’re more often rewarded.
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Macquarie Group [ASX:MQG] Brandishes $5.2 Billion Profit Record - Fat Tail Daily
Sep 28, 2023 - In a stellar performance from financial services group Macquarie in FY23, the group delights investors with a new profit record and higher metrics all-round,...
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What a trillionaire needs - Fat Tail Daily
Sep 14, 2026 - Nobody can tell you what Elon Musk is worth on any given Tuesday. But his next moonshot needs something ASX dirt happens to hold rather a lot of.
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Magnets on the Menu - Fat Tail Daily
Sep 23, 2026 - Elon Musk dines with Xi this week, and a Chinese firm reportedly makes all his robots' muscles. I think the biggest winners from this boom missed the guest...
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Talga’s [ASX:TLG] Niska Link Graphite Resource Expands 71% - Fat Tail Daily
Sep 28, 2023 - Talga has announced an expansion of its Swedish natural graphite resource, upping the total Niska graphite mineral resource by 71%.
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Policy Creeps - Fat Tail Daily
Apr 22, 2026 - Trump will appoint his political yes monkeys and make sure the Fed does what it is told to do. That will make America’s central bank more like those of...
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One Scammer After Another - Fat Tail Daily
Apr 22, 2026 - Major cycles — from boom to bubble to bust...from consensual democracy to Big Man rule...from a dynamic, growing empire to a fearful degenerate one — are well...
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Prepare for the Fiat Currency System Falling Apart - Fat Tail Daily
Sep 28, 2023 - Commodities have been rallying quite a bit lately. Most notably, nickel soared due to the sanctions the West put on Russian natural resources.
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Fund Managers GQG [ASX:GQG] and Megellan Watch FUMs Fall in February - Fat Tail Daily
Oct 5, 2023 - Megallan and GQG both posted falling FUMs for February, yet shareholders showed some resilience in the face of high-pressure times brought on by hyperinflation...
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Shae Russell, Author at Fat Tail Daily - Page 3 of 11
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What’s Not Priced In #9: Look Out! Aussie Stocks AREN’T Cheap - Fat Tail Daily
Oct 5, 2023 - In this week’s episode, I talk to Katana Asset Management Portfolio Manager Romano Sala Tenna.
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Boom or Bust? Rate Hike Shock Rocks the Property Market - Fat Tail Daily
Sep 28, 2023 - The news caused more of a flurry than the election result — a 0.5% hike in the cash rate! The last time the RBA raised rates by 0.5% was 22 years ago.
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Which commodity soars next? - Fat Tail Daily
Apr 15, 2026 - Over the past five years, all sorts of commodity prices have spiked…and then crashed. This is a perfectly normal part of investing during inflationary eras.
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Zip [ASX:ZIP] on Target with Rising Revenue for FY23 - Fat Tail Daily
Sep 28, 2023 - Zip says its revenue rose 12% to $188 million in the December quarter while net margins also lifted. The company’s 2023 cash EBTDA positive target now looms...
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Iran is bad, but AI stock rebrands might be worse - Fat Tail Daily
May 12, 2026 - The Aussie budget is grim, but global markets have a far bigger fish to fry. There have been 33 ‘AI company’ rebrands, US$8.7 billion in ETF inflows, and the...
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What If AI Tells Us Things We Don’t want to Hear? - Fat Tail Daily
Apr 21, 2026 - AI technology could reveal some very awkward truths about our future. If we let it…
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Global Bond Rout Puts the ASX on the Edge - Fat Tail Daily
Sep 25, 2026 - Charlie and Murray examine the synchronised rise in global yields, the growing competition for capital between governments and the AI investment boom, and the...
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Publications | Fat Tail Investment Research
Investment ideas that challenge you, make you think, and change your life for the better
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https://daily.fattail.com.au/gold-on-the-gold-coast-pt-3/20260401/
Gold on the Gold Coast (Pt. 3): Trust in Gold - Fat Tail Daily
Apr 1, 2026 - The third part in a three part series on a gold coast gold conference by Lachlann Tierney. Turns out gold is pretty handy when you need a taxi and have no...
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https://daily.fattail.com.au/return-free-risk/20231026/
Return-Free Risk - Fat Tail Daily
Mar 25, 2024 - The force of a correction is equal and opposite to the delusion that preceded it.
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https://daily.fattail.com.au/empire-of-decadence/20230419/
Empire of Decadence - Fat Tail Daily
Sep 28, 2023 - Today, we turn our heads, looking back…trying to learn from our experience in Argentina. But we begin by noticing changes in the US. TIME Magazine, for...
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Select Harvests [ASX:SHV] Crop Forecast for 2023 - Fat Tail Daily
Oct 5, 2023 - World-leading almond growers Select Harvests revealed a changing outlook today on its 2023 crop harvest, lowering expectations.
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The Federal Reserve’s Taper: Does It Matter? - Fat Tail Daily
Mar 2, 2022 - News from the Fed always gets a response from markets. But does it actually matter? Jim Rickards says that maybe it doesn’t. The tapering announced in
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Investment ideas that challenge you, make you think, and change your life for the better
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The Looming Copper Shortage Is an Opportunity You Should Be Paying Attention to - Fat Tail Daily
Sep 28, 2023 - James Cooper continues to see strength building in the copper sector, despite the metal fading away from the spotlight in recent weeks. But with the metal up...
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The Russian Bear - Fat Tail Daily
Sep 28, 2023 - What good is money that someone can cancel with a flip of a switch…on his own say-so? Not much. So it was inevitable that the Russians would look for...
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https://daily.fattail.com.au/in-2026-stay-calm-and-buy-whats-out-of-favour/20251229/
In 2026, stay calm and buy what’s out-of-favour - Fat Tail Daily
Dec 29, 2025 - I know of no other way to protect yourself against unknowns like this than to buy out-of-favour companies at attractive prices.
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Combine Two Powerful Investment Forces into One – Part II - Fat Tail Daily
Sep 4, 2026 - It’s time to combine two powerful investment forces into one… The hunt for yield, alongside the pursuit of real asset investments like commodities.
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Tearing Down the Dollar Temple - Fat Tail Daily
Apr 15, 2026 - One of the key ingredients for good money was that it be ‘trustworthy.’ How trustworthy is money that can be taken away, confiscated, barricaded or used to...
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Bubs (ASX:BUB) FY22 Revenue Jumps 123% - Fat Tail Daily
Oct 5, 2023 - Infant formula producer Bubs Australia reported strong revenue growth in FY22 on underlying EBITDA of $4.8 million.
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Medibank [ASX:MPL] Faces $250 Million Penalty for Data Breach - Fat Tail Daily
Sep 28, 2023 - Medibank faces a $250 million capital reserve requirement as punishment by the APRA for last October’s massive data breach in which the data of 9.7 million...
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