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Fat Tail Investment Research
Fat Tail Investment Research
Fat Tail Investment Research
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Welcome, I’m James Woodburn, the publisher.

What our editors and researchers look for each day are great ideas…ideas that stand the test of time.

Sometimes those ideas are mainstream. Sometimes they are not. When they’re not, they are especially important to you, our reader.

Why? Because it’s those ideas that are most valuable.

We’re on the edge. We’re the alternative financial press.

We are fiercely independent.

We don’t manage money or take a commission for selling other financial products. The only advertising we pass on is for our own research, and only because we think you might find it useful.

And it’s in this vein we explore the edges of the bell curve and report our findings to you…the ideas and recommendations we believe are the most compelling.

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
New Report Urges Action
24:40
9 часов назад
Why Gold has Outperformed Gold Miners
17:28
19 часов назад
Earnings Season Wrap with Greg and Rudi
55:30
14 дней назад
How to Stop the Descent of the West
15:57
14 дней назад
The September Sell-Off has Just Begun
21:16
14 дней назад
Three years in a range and ready to fly
19:38
21 день назад
This 20% up-move says: ‘STAY LONG’!
12:39
28 дней назад
Two Plays for the Coming 'Powell Pivot'
18:05
Месяц назад
Комментарии
@detectiveofmoneypolitics
@detectiveofmoneypolitics 9 часов назад
Detective of Money Politics is following this very informative content cheers from VK3GFS and 73s from Frank
@butterflymer
@butterflymer 20 часов назад
Thanks for your coverage. While staying invested for the long term can lead to significant profits, market corrections can cause a domino effect leading to even lower prices. Newbies need to be educated on trading options beyond just hodling. The good news is that active trades can be executed while waiting for an eventual upswing. Thanks to Loraine Souvenir’s insights, daily trade signals, and my dedication to learning, I've been increasing my daily earnings. Kudos to the journey ahead!
@johnavon-n9m
@johnavon-n9m 20 часов назад
Having access to reliable information is crucial for us as investors to succeed both financially and in life. This is valuable, I've just looked up her full name on my browser and found her webpage without sweat, very much appreciate this
@delacay
@delacay 20 часов назад
It's unexpected to come across her name here. She understands every beginner’s intention and fix you to a trading course that matches your capacity, she knows her stuff! Her advice has been invaluable to my trading journey. Definitely worth giving a shot!
@hping168
@hping168 20 часов назад
The beauty of her approach is her dual focus: while she aggressively pursues profit opportunities, she's equally tenacious about shielding investors from potential pitfalls. It's a balance few can achieve. This approach has enabled me to navigate the financial landscape effectively, making well-informed decisions about when to buy and sell.
@Lumen-m1w
@Lumen-m1w 20 часов назад
I'm so impressed knowing how much people talk good about her expertise. Over the years, l've been a part of numerous trading programs, sifting through a barrage of information. Yet, nothing has come close to the sheer clarity, depth, and precision of Loraine's insights. It's akin to finding a diamond in a coal mine.
@OscarReed-o4d
@OscarReed-o4d 20 часов назад
Thanks to her insightful and forward-thinking market research, she is a trusted resource for traders trying to stay ahead in the hectic world of finance....
@chriszhuan3748
@chriszhuan3748 День назад
Great post Woody and James!
@steveclancy7832
@steveclancy7832 День назад
This is why the renewable fail overall go to aemo planned generation and you will find the over build to try and make renewable work is X 7 eg to replace about 35,000 mw of generation we need build over 200,000 mw of renewable Then to get the energy providers to build all this generation that can only supply a portion of the time because of over supply the generators are want a guaranteed return on investment 7.5 per cent appears to be the demand Therefore we will be paying for 3/4 of wind,solar etc to be on standby 120,000 wind 60,000 solar 20,000 hydro and other We use on average 25,000mw to 35,000mw depending time of day
@bigman23DOTS
@bigman23DOTS День назад
So short sighted….imagine Australian without oil ? Hydrogen fuel cells for vehicles its here now by the time nuclear power plants are constructed it will be on
@sabb007
@sabb007 День назад
The argument against nuclear has some flaws. Because of the low capacity factors of renewables, the AEMO intends to overbuild the renewables by a factor of at least 3. If you account for storage and transmission losses, the overbuild approaches a factor of 5. We are nowhere near the first level build. So, since coal is still supplying about 60% of total annual demand, we are only about 1/3 of the way towards the first level build. So, the sunk costs we have spent on existing renewables are minimal.
@beverlyhills7883
@beverlyhills7883 2 дня назад
Please disclose your personal holdings before discussing sectors.
@scott1572
@scott1572 2 дня назад
Same story for 15 years
@brianchu7444
@brianchu7444 2 дня назад
You're not wrong. I hope you've therefore made good profits in the ups and downs of the cycle then...
@outback109
@outback109 2 дня назад
Wow...these guys know gold and silvers gone up.
@brianchu7444
@brianchu7444 2 дня назад
Been following this for far too long. Call us broken clock... it's that time of the day again
@tonykim8545
@tonykim8545 День назад
They must be spaceship scientists 😂
@buildmotosykletist1987
@buildmotosykletist1987 2 дня назад
That's ridiculous suggestion. Simply don't build the $1.5T of poles and wires. We don't need them.
@michaelclarke8397
@michaelclarke8397 2 дня назад
Crystal ball gazer. Another Guinness.
@beverlyhills7883
@beverlyhills7883 2 дня назад
Quality juniors are still dead in the water. Nothing is moving
@Jack-w5k4p
@Jack-w5k4p 2 дня назад
no such thing as a quality junior - junior. exception might be AGC on ASX
@brianchu7444
@brianchu7444 2 дня назад
Yes, funds flow down the chain from the biggest producers down to the small explorers. The time is almost upon us
@friendlychat34
@friendlychat34 2 дня назад
Plenty of good juniors on the ASX. I've quadrupled my money in Andean Silver for instance. Look at Black cat syndicate, brighstar, astral, ora Banda..
@graemetunbridge1738
@graemetunbridge1738 2 дня назад
12:00 we agree on 'because the government will make such a mess of it' - but my off grid solar/battery is so much cheaper than grid supplied electricity. It's hard to beat $600 / KW solar and $100 / KWHr batteries and getting cheaper. Forget the grid - just an incompetent government monopoly.
@LinuxGalore
@LinuxGalore 2 дня назад
Noticed my resource shares shot through the roof, not sure if this will be a long term recovery though.
@SectorVestor
@SectorVestor 2 дня назад
WAF has also Brocken out. 120% 1 year
@larryfine4719
@larryfine4719 2 дня назад
So the initial argument is that we don't do nuclear because we have already built expensive infrastructure for renewables? I'm living in the twilight zone :-( Renewables will emerge as the biggest con of this century and when the blackouts become a regular thing will people get that.
@amraceway
@amraceway 2 дня назад
Nuclear is a bigger con.
@edithdriver2094
@edithdriver2094 3 дня назад
Great discourse guys 👍👍
@HML-it7te
@HML-it7te 4 дня назад
Bitcoin is the diversion necessary to quell public concern over financial Armageddon.
@HML-it7te
@HML-it7te 4 дня назад
What does Jim Rickhards say about the recent 50 basis point reduction, in particular if this is the beginning of yet another round of QE (or whatever they want to call it THIS time) inflating our purchasing power to almost zero? Subscribers haven’t heard from him for ages. Seen him on other channels which is disappointing given I’m a paid Subscriber.
@gszd55
@gszd55 4 дня назад
Lost me on Bitcoin, stupid, blockchain has a future, Bitcoin doesn't
@RickAnderson-t9u
@RickAnderson-t9u 4 дня назад
Anything recent from Kathrine Cashmore?
@chrishalious8194
@chrishalious8194 4 дня назад
That's so long off it's not funny 15 - 20 years to be exact and that is a BIG IF on my side I give it a 10% chance of that happening, and please you say x prime minister is talking about Bitcoin that X is a nut job looking at his pocket. And please talk about people with knowledge and intellect on the subject, don't come up with names like Trump or Robert F Jr. Then I know you're talking a load of RUBBISH.
@mariner1358
@mariner1358 5 дней назад
Buy Barrick GOLD mining stocks. They have no debt and the smartest president ceo.
@Spindrift_Productions
@Spindrift_Productions 6 дней назад
Excellent commentary thank you.
@GregMoylan-pn6sr
@GregMoylan-pn6sr 6 дней назад
Intermittent generation was always a bad idea. Ditch the sunk cost & get on with the main game... nuclear power.
@GregMoylan-pn6sr
@GregMoylan-pn6sr 6 дней назад
We are many decades and a $trillion away from a reliable intermittent-generation grid. The next federal election is time enough to pull the pin on intermittent generation.
@TonyBaloz00123
@TonyBaloz00123 6 дней назад
Thank you Murray for the analysis. The divergence in money supply and the stock market may be a first warning. Could the US administration tentacles be keeping things rosy before the Nov elections ....... ? Then again could be a real bull, except Gold does not usually rally into stock market strength.
@detectiveofmoneypolitics
@detectiveofmoneypolitics 6 дней назад
Detective of Money Politics is following this very informative content cheers from VK3GFS and 73s from Frank Melbourne Australia
@englishandthebeautyoflangu3610
@englishandthebeautyoflangu3610 6 дней назад
So, if Australia was a serious country, which it is not, then we would have a nuclear program. But given our status as a colony we are at the mercy of our feudal masters in Macquarie Street.
@amraceway
@amraceway 2 дня назад
For a start Australians don't own any uranium.
@MichaelCuthbertson-zl6in
@MichaelCuthbertson-zl6in 6 дней назад
You will look back on renewables v nuclear and wish we had gone for the latter! Just bury the hatchet with ( and hatred towards) Russia and China. Both, esp China!, lead the world in nuclear fission AND FUSION! Your argument using renewables doesn't stack up. When one makes a mistake, the BEST thing to do, is to recognise it, admit it, and change course. What "cost efficiency" - there is no such thing in Australia, never has been, and, MAYBE, never will be!
@frogface2347
@frogface2347 6 дней назад
Thanks Murray, excellent as always. Compare the USDX chart with the oil chart, quite astonishing how similar they look. The USD has continued to find support around the 100 mark, if this breaks a whole slew of changes will start moving ahead.
@drREGANBRUENGER-6687
@drREGANBRUENGER-6687 6 дней назад
As the election gets closer it is important to examine the potential impacts of policy modifications on market expansion. Election results can impact the performance of industries, create market volatility, and necessitate adjusting your investment strategy in light of potential constitutional amendments.
@rexparsons4944
@rexparsons4944 6 дней назад
Always look forward to weekly insights, thanks
@2026Bart
@2026Bart 6 дней назад
Your missing HGO from your copper stocks
@killaname6368
@killaname6368 6 дней назад
@@2026Bart doesn't seem like many know about HGO and it explains the low volume.
@rickfool1452
@rickfool1452 5 дней назад
Hugo boss is an overrated perfume
@davep3163
@davep3163 6 дней назад
😂just doing the maths! You must work for Woodside marketing!
@herbertvonsauerkrautunterh2513
@herbertvonsauerkrautunterh2513 7 дней назад
The underlying problem is all the stupid people here and in other countries that are brandished and follow the crowd. That's why we are having all these crises currently. Climate change as envisaged is just not a thing. I'm going off grid as I've had enough of this crap and don't want anything from the government. Not because of climate change. I will also be leaving to somewhere i will be treated better and take my money out of the country. I'll keep my properties though and push the rent up as high as possible. Australia deserves all it gets
@nealkent
@nealkent 7 дней назад
Obviously the editor of this is in love with Bowen and his renewables anbd EV hoax. What a load of bullshit this articel is. Renewables and EV's are the biggest toxic environmental disaster the world has ever seen, and so far its being smoke screened because elites and investors have heavilly invested in these toxic disasters and they do not care about the environment, but their shares returns.
@clivesutcliffe487
@clivesutcliffe487 7 дней назад
Hi James and Nick, Who is buying the gold and why? Are the major buyers BRICS countries and their affiliates, because they are preparing for the imminent currency reset, and should the RBA be acquiring large quantities of gold before it becomes unaffordable and Australia becomes vulnerable to sovereign risk?
@christophergame7977
@christophergame7977 7 дней назад
Please keep in mind the fact that there is no such thing as harmful man-made carbon-dioxide-emissions global warming; it is just a scam. Attempts to reduce carbon dioxide emissions should be dismissed and abandoned. Solar panels and windpower are harmful and wasteful playthings of persons who believe in harmful man-made carbon-dioxide-emissions global warming, and of clever rent-seekers. The energy sources for electrical power should be chosen on engineering grounds. Of course, hydroelectric power stations are very good for primary power generation. Again, of course, Snowy 2.0 and battery power storages are ridiculous and should be abandoned at once. Brown coal fired electric power stations are a top candidate, followed by black coal fired and gas fired electric power stations; oil powered electric stations will be useful in some circumstances. Nuclear power may turn out to be useful, or even better, but its use should be decided on sober engineering grounds.
@stuartrobinson1930
@stuartrobinson1930 7 дней назад
We are absolutely not at the point where the sunken cost in renewables is too great to pull the pin on them. Aa a landowner near one of the major new proposed transmission lines, there is a long way to go yet before we even see these projects shovel ready. We need to stop the madness now, turn whatever resources are needed to advancing nuclear ASAP and in the meantime, resume gas exploration and rely on it for the interim. I agree that ultimately, what the government is pushing currently will not be what we have in 30-50 years time.
@SandyMcClintock
@SandyMcClintock 7 дней назад
IMHO you make a sensible argument. I would prefer 100% Nuclear and 0% renewable, because this is the path to lower COST of electricity.
@keepitreal2902
@keepitreal2902 7 дней назад
@@SandyMcClintock Nuclear has the highest cost of electricity of all sources.
@bazpopham8496
@bazpopham8496 7 дней назад
@@keepitreal2902 Wrong over an 80 year life cycle Nuclear is cheaper and not reliant on replacing full system replacement from Chinese products. China controls solar manufacturing!!!
@footbru
@footbru 6 дней назад
Dutton is not proposing 100% nuclear. His proposal is nukes plus renewables plus gas.
@keepitreal2902
@keepitreal2902 6 дней назад
@@footbru Dutton is only proposing enough nuclear energy for about 4% of the power needs of the country by 2050. It is therefore just a sideshow and completely ignorable.
@SandyMcClintock
@SandyMcClintock 5 дней назад
@@footbru The problem is that there is so much Solar and Wind that there is too much usually mid-day. The price turns negative at these times. If I owned a Nuclear Reactor that I had set up to supply base-load power, I would not be happy to be charged for the privilege of feeding into the grid! If I were charged, it would reduce the pay-back on my plant. Even if I were permitted to supply at zero price, I would still not be earning as much as my expected returns. The more 'Unreliables" we add to the grid, the poorer the payback on the Reactor.
@christophergame7977
@christophergame7977 7 дней назад
James Woodburn, please stop wearing that ridiculous American baseball cap. We are in Australia here, not in America.
@jimmmaaay1
@jimmmaaay1 7 дней назад
stfu. its not even an american hat, its a chang thai beer hat
@frankalun3267
@frankalun3267 7 дней назад
@@christophergame7977 as far as I’m aware 1. it’s (for now) a free country and 2. caps exist in Australia just as much as anywhere else. Besides, it’s a Chang beer cap from Thailand… and it’s great!
@christophergame7977
@christophergame7977 7 дней назад
@@frankalun3267 Thank you for your comment. As an Aussie, I think it looks ridiculous. I can forgive it on an American, because it's American.
@chrishalious8194
@chrishalious8194 7 дней назад
In all of this and that talk you forgot or neglected the cost of NUCLEAR which is horrendous the LIBS are talking that they need to take it out of the public purse and if they take that in the next ELC that will be suicide
@davep3163
@davep3163 7 дней назад
The solution is batteries. Not bigger grids. Put the $14.5 billion p.a. of fossil fuel subsidies into improving & installing battery tech & our intermittent power problems are solved. Solar is the cheapest power & batteries are getting cheaper & more efficient by the day.
@rich-au
@rich-au 7 дней назад
@@davep3163The SA Tesla Big Battery cost $90mill and its capacity was the equivalent of what SA uses on average every 5 minutes.
@digby4060
@digby4060 7 дней назад
Your argument is flawed. You need to speak with people in the energy industry. The issue with renewables is the instability it causes to base load energy in the grid. Renewables power farms spend most of their time off because of the instability they cause to the grid. Renewables will never replace base load power. If your replacing coal fired power stations as base load power then you have to use nuclear or gas.
@footbru
@footbru 7 дней назад
@digby4060 YOUR argument is flawed. Renewables CAN provide "baseload" power (which is a myth, anyway).
@pwillis1589
@pwillis1589 7 дней назад
The AEMO completely disagrees with your opinion. Can you provide a data source or a reference to some documentation that supports your claim.
@pwillis1589
@pwillis1589 7 дней назад
@@footbru digby4060
@pwillis1589
@pwillis1589 7 дней назад
@@footbru digby4060
@bazpopham8496
@bazpopham8496 7 дней назад
@@footbru 100 year life cycle? Surely Nuclear is cheaper
@Dave11011
@Dave11011 7 дней назад
So just say right now let’s do a good non bias assessment of power options and if nuclear is best then don’t build all this expensive transmission for renewables, this argument seems werid in that if we decided to use nuclear as you say that would be our primary power so forget about building anymore renewables seems simple, I don’t think we a past a point on renewables when we can just stop building renewables
@footbru
@footbru 7 дней назад
But Dutton ISN'T proposing to build enough nukes to replace all the renewables. Seven plants isn't enough. And one of them is isolated on the west coast, so it's only six.
@chrishalious8194
@chrishalious8194 7 дней назад
Do you know how much Nuclear would cost the libs have already said that the cost would have to come out of the public purse and we are talking about starting at 17 b but we all know the start figure gets blown up in the end to dabble as it will take 19 years to build
@JackThomas20
@JackThomas20 7 дней назад
Awesome insights! Speaking of market shifts, Actinogen Medical ($ACW) has been making waves with their Alzheimer’s treatment trials. Would love to see a feature on them in one of your upcoming videos
@esioanniannaho5939
@esioanniannaho5939 8 дней назад
Would have loved to hear about the innovations in the use of AI
@ramsesdody8731
@ramsesdody8731 8 дней назад
In Indonesia, there r many gold n silver mining that still undervalued n yet being explored enough which alternatively cheap cost production n need big investors.
@lesmotley6839
@lesmotley6839 8 дней назад
Thanks for your insight.