Saturday, 9 December 2023 — Melbourne, Australia

By Murray Dawes Editor, Fat Tail Daily

[1 min read]

As the rally in bonds gathers steam it may be time to look for opportunities in stocks that have suffered the most in the inflation panic over the last few years.

High yielding property and infrastructure stocks have seen stiff selling pressure as interest rates spiked and commercial property prices came under pressure due to the post-COVID hangover of falling occupancy rates.

Perhaps there are a few oversold gems that should bounce back as rates fall.

I show you a list of stocks in today’s Closing Bell video that have shown signs of life in the last few months, giving us a hint that the worst may be over for them in the immediate future.

The correction has been brutal in many of these stocks, so you’d want to do some due diligence before deciding whether to invest or not. If they have high exposure to commercial property they may be worth steering clear of due to the longer term structural issues that they face.

But as a starting point for your investigations, I think this is a good list.

Click on the picture above to watch today’s Closing Bell and don’t forget to ‘like’ the video on YouTube to show your appreciation for my work.

Regards,

Murray Dawes,
Editor, Retirement Trader and Fat Tail Microcaps

Murray Dawes is our resident expert trader and portfolio manager. He is a former Sydney Futures Exchange floor trader who went on to design custom trading systems and strategies for ultra-wealthy clients (including one of Australia’s richest families). Today his mission is to help ordinary Aussie investors to make profitable investments, while expertly managing risk.

He uses his proprietary system for his more conversative and longer term focussed service Retirement Trader…and then applies the same system to ultra-speculative end of the Australian market in Fat Tail Microcaps (this service is strictly limited and via invitation only).

By Nick Hubble Editor, Fat Tail Daily

[2 min read]

Dear Reader,

I’ll go out on a limb and say this is the best interview which the infamous UK politician Nigel Farage has ever done.

Which is why I wanted to share it beyond my paying subscribers at Strategic Intelligence Australia. Or at least, a snippet of it.

In it, we focus on Nigel’s speciality — the gap between w

hat people want and believe, and what their politicians and civil servants are giving them. In the past, he has played this gap to succeed politically on Brexit, illegal immigration, the de-banking scandal and more.

On Net Zero, this gap is about to reach breaking point, according to Nigel. We are now waiting for a specific event to force it to slam shut.

Predicting when the curtain drops on Net Zero will define when you should transition your investments from the resources needed in the energy transition to the fossil fuels that’ll come to our rescue once we realise Net Zero isn’t plausible.

Nigel Farage is the best possible person to give you that timeframe.

Kind Regards,

Nick Hubble,
Editor, Strategic Intelligence Australia

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.