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Investment Ideas From the Edge of the Bell Curve

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2 Stock Ideas for the Next 12 months

One sector I think could be prospective for alpha in the next 12 months is shares related to the property market.
I’ll put a caveat on this: I thought this back in 2023 too, and it hasn’t worked so far.
Probably a timing issue.
Rate cuts are bang in sight for the market now. Here’s some ideas…

Gold bulls: Don’t forget this

Long term there’s still so much to like about the Aussie gold sector. Exploration and development are going to surge here.
My last report for my advisory Australian Small Cap Investigator was on a cracking gold story in the junior resource space. This is not just dependent on a rising gold price.
It’s an exploration campaign that could blow the socks off the market if it comes off. And if it doesn’t? Well, that’s factored into the plan too.

Benefit from B1 and B2 of the Australian Property Party

Expect things to stay volatile and investor confidence wobbly.
We also don’t know whether the recent bond and stock sell offs have left some big players exposed and bleeding behind the scenes.
However, keep the long term in mind, too. Donald Trump is not a chess master.
He’s more like a one trick pony.

Commodities

Gold bulls: Don’t forget this

Long term there’s still so much to like about the Aussie gold sector. Exploration and development are going to surge here.
My last report for my advisory Australian Small Cap Investigator was on a cracking gold story in the junior resource space. This is not just dependent on a rising gold price.
It’s an exploration campaign that could blow the socks off the market if it comes off. And if it doesn’t? Well, that’s factored into the plan too.

Benefit from B1 and B2 of the Australian Property Party

Expect things to stay volatile and investor confidence wobbly.
We also don’t know whether the recent bond and stock sell offs have left some big players exposed and bleeding behind the scenes.
However, keep the long term in mind, too. Donald Trump is not a chess master.
He’s more like a one trick pony.

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Technology

All Eyes on 10 December

An unprecedented meeting on Tuesday could spark the next wave of Bitcoin buying. It all takes place at the Microsoft AGM. And it could add to a wave of buying momentum that has taken Bitcoin past the Aussie dollar and into the top ten currencies.

A Once in a Generation Land Grab

This is no ordinary Bitcoin cycle.

For the first time ever, we have real institutional money coming in via the new Bitcoin spot ETFs.

For the first time ever, we also have a pro-Bitcoin US President in charge too…well, we will when Trump’s takes office on 20 January 2025.

And when I explain why Trump’s election is such a big deal you might start to agree with me and realise that this time is very different from previous cycles.

All Eyes on 20th January

With Trump’s win, the game has changed for one Bitcoin. Recent regulatory filings show big buyers are starting to come in en-masse.

In fact, I think we’re at an inflection point where a new Supercycle begins. And January 20th is the key date to watch

How One Trader Beat the Pollsters and Banked $50 Million

Last week, an anonymous trader from France made $50 million by betting on a Trump win. How did he have such conviction in the face of most polls saying Kamala would get up? His solution was genius. And there are lessons for any investor in how he did it. Also…what investments are likely to do well Under Trump? Ryan discusses three ideas for you to consider today.

Small-Caps

2 Stock Ideas for the Next 12 months

One sector I think could be prospective for alpha in the next 12 months is shares related to the property market.
I’ll put a caveat on this: I thought this back in 2023 too, and it hasn’t worked so far.
Probably a timing issue.
Rate cuts are bang in sight for the market now. Here’s some ideas…

Macro

Crypto

Economy

Market-Analysis

Interview with a deep value contrarian

In this wide-ranging interview with Collins St Asset Management’s Michael Goldberg, we discuss what it means to be a value investor and a contrarian. Michael reveals where he sees opportunities in today’s market, with a specific focus on gold and oil stocks. Regards, Greg Canavan, Editor, Fat Tail Alliance, The Insider and Fat Tail Investment…

ASX News Update

Resources and Mining

Series

Silver About to Explode Higher

Silver is building up momentum for a massive run to US$40. Trumps tariff threats have caused a market dislocation event and pressure is building as physical supply dwindles.

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