4,000% in 10 years – Fat Tail Daily | Australian Markets

First issues first.

I’m asserting a coming Fat Tail Daily shock…

Tomorrow is a more-special-than-usual subject.

So, make sure you test it out.

It covers an alternative…or “wealth window”…that’s fairly separate from what the mainstream press is speaking about proper now.

So the very first thing I need to do immediately is make sure you learn TOMORROW’S Fat Tail Daily very fastidiously .

I can’t say a lot more concerning the particular stocks we’ll be masking right here.

But let me provide you with a bit of background…

Did you recognize there was as soon as a fund management group that returned 4,000% in ten years?

Jim Rogers was one half of that incredible group. George Soros was the opposite. They ran one thing known as the Quantum Fund.

Today, each males are legends of the finance industry. Both began poor and have become self-made billionaires.

Jim Rogers was profiled in the ebook Money Masters of Our Time. He was requested how that fund made such blazing money for his or her traders.

His reply has all the time caught with me. Jim stated it got here from betting on “secular trends, not business cycle change.”

Let me let you know why you must care in relation to immediately, and the rise of artificial intelligence…the present wobble…and investor impatience.

The investment recreation has not modified since Jim managed money fifty years in the past.

The dialog circles round financial growth, attainable recessions, trade relations, market volatility, booming shares in addition to the duds and the frauds.

What I’ve learnt over the years, is how all this obscures the actual probability of making critical money in the markets.

The actuality is that financial chit chat and market strikes fade away. I’ve lived all of it for 13 years operating and forgotten most of it.

What issues is what endures.

That’s what Jim means when he talks about secular change, and never business cycle change.

A secular change is when one thing turns into embedded in each day life, or business, that wasn’t there earlier than…and retains growing.

Take the iPhone. It was launched almost 20 years in the past, however continues to be driving Apple’s earnings immediately. It was a novelty when it first got here out. Now no one can stay with out it.

All by this period the US economic system has seemed each weak at occasions… however sturdy at others…had Obama as President, then Trump, then Biden and now back to Trump…low charges, then high charges…now “neutral” charges.

All these peripheral elements are “business cycle” change. They’re not enduring.

In 2007 the “secular” development was a personal communication gadget that included so many alternative options that people would pay for as a result of of the size of the advantages and comfort.

That brings us to immediately.
And tomorrow’s particular Fat Tail Daily

I attempted to entry the artificial intelligence platform “Claude” this morning to ask it a query…and you recognize what?

The free model is suspended as a result of the utilization is so high they’re reserving its processing energy for paying clients.

Separately, our tech assistant right here used a Microsoft AI to ship me an reply to a drawback I’m having with my pc.

Separately again, one of our workplace workers urged I used Claude to collate some of my analysis materials to help in creating a new report.

In different phrases…AI is infiltrating business operations and each day life at an astonishing velocity, contemplating it launched solely a few years in the past.

At the identical time, main US and Chinese companies are pouring billions of capital into the industry.

Next yr Tesla ought to release a robot that may replicate human motion to an unparalleled degree.

This appears to be like every thing like a secular development you’ll be able to trip for many years.

In different phrases, feedback concerning the AI ‘bubble’ popping or petering out are ludicrous.

These don’t finish in a yr or two. They finish, in the event that they’re going too, after 10-20 years.

That was one other secret of Jim Rogers and George Soros. They seemed for industries they might trip for years.

They didn’t imply it was a straight line up. In markets, there’s wobbles, volatility, considerations, drops, recessions and more.

But historical past teaches no clearer lesson that vast market returns coming from simply two issues.

One: getting the large – “secular” – development proper is paramount. It’s no good shopping for fax machine producers or Polaroid when aggressive tech is about to rout their consumer base.

The second issue? You should maintain on! Sounds simple, however each investor is confronted with the problem of not letting go, or simply giving up, or chasing one thing hotter.

This is, in reality, the problem of the AI. We all learn about Nvidia and Tesla and Microsoft and the chip growth. They’re effectively priced.

The large positive aspects should come from the second wave of this secular development…firms utilizing AI in profound and impactful methods.

That’s why we call it AI 2.0

Tomorrow, we convey in an AI angel investor heavy-hitter to provide his tackle what AI 2.0 stocks to buy, proper now.

Make sure you tune in!Yes, US stocks took a bit of a wobble these days. But in 2030? You (or I) could have forgotten the headlines of immediately. Trump may even be useless, at his age.

But Claude? He’ll be right here, quicker, more clever and, seemingly, used in methods we haven’t even acquired to but.

2030 is 5 years away. In markets, that’s an eternity.

Now, what do you need to back in our Jim Rogers framework? You can fret about tariffs which will or might not occur, put there by a President which will or will not be alive.

Or you’ll be able to take the best take a look at AI – the largest development in the world, probably historical past – and take a calculated place in how to benefit from it, come what might in the world round it.

I do know what labored for Jim Rogers. It’s AI all the way in which from right here.

Tomorrow: we release a definitive presentation on what AI PHASE 2 STOCKS you must contemplate shopping for proper now,

Stay tuned for tomorrow’s subject….

Best needs,

Callum Newman,
Editor, Small-Cap Systems and Australian Small-Cap Investigator

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By Murray Dawes, Thursday, 27 March 2025

Is the demand for copper actual?

It’s choice time for copper.

Is the sharp rally of the previous few months on the back of underlying power in demand or is it simply people entrance operating the beginning of tariffs in the US?

Copper is infamous for failing to breakout above key resistance ranges.

In the chart above I’ve proven you two blue arrows that hint out the final two false breaks of main highs.

The price breaks out above a latest high, however then the sellers transfer in shortly and snuff out the rally.

Then all of a sudden costs drop sharply.

One of lately copper will lastly escape above the US$5.00 degree and development greater.

But after so many false begins in the previous you need to stay vigilant at these occasions and conscious of what can occur if the music stops.

This will not be a second to leap into new copper positions. You ought to already be in positions and driving the development, so you might have time to exit if the rally doesn’t keep it up at this level.

Futures costs for copper aren’t hinting that merchants count on copper costs to fall after the tariffs come into impact. So maybe that is the actual deal.

I’m hoping the breakout is close as a result of when it occurs I’m assured the rally that occurs will keep it up for longer than most count on.

When volatility spikes, worry typically takes over, making it simple to overlook alternatives in an unbalanced market. And proper now, the market definitely appears out of steadiness. For a contemporary tackle which stocks are prime targets in this setting learn my simply launched whitepaper now.

Regards,

Murray Dawes,
Editor, Retirement Trader and Fat Tail Microcaps