Fat Tail Investment Research

The Return of Gold
How Aussie Investors Should Position for the Biggest Bullion Breakout in 50 Years, says Australian Gold Fund manager

Up 35% this year, already hitting
multiple all-time highs.
How far could it run? And what are the best
strategic moves to make now? See below...

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Dear Reader,

By now, you’ve probably seen the headlines…

...

If you’re looking for the best way to buy physical gold in Australia, read on and I’ll tell you how to get all the details for doing exactly that.

But did you know…

You can supercharge your portfolio’s returns
WITHOUT buying physical gold

That’s why I’m here today — with the aim of helping you capitalise on gold’s record rally, quickly and easily and with minimal hassle.

This strategy involves heightened risk, so it’s not for everyone. But if you’re interested, I can help you get set up today — immediately, in fact…right from the comfort of your home or office.

Compared to merely holding physical gold, previous bull markets have proven that investing in certain gold mining stocks gives you the opportunity to multiply your returns many times over.

I’ve experienced the benefits of this approach firsthand.

Brian Chu

My name is Brian Chu

I’m the founder of The Australian Gold Fund.

That’s my private family office fund dedicated to investing solely in ASX-listed gold stocks.

To be clear, you can’t invest in my fund — but you’re about to get access to something even better…

Today, I’m going to give you some of my best investment knowledge — built up from over a decade of actively investing in the Aussie markets — for FREE.

You can find out more about this limited-time offer below.

But before I give you access, I want to show you
why I’m someone worth listening to…

I started investing in gold stocks over a decade ago.

Long story short: I went from nearly losing my shirt in the 2013 bear market — to successfully launching The Australian Gold Fund with my family’s own money.

In fact, between 2019 and 2022, my fund beat the ASX Gold Index more than seven times over.

And some of my individual stock investments did even better than that.

Northern Star Resources [ASX:NST] was a standout performer.

During the 2015–16 bull market in gold stocks, Northern Star’s share price rocketed up as much as 521%.

Now, I didn’t walk away with a 521% winner — but let’s just say I did pretty well for myself.

...

Source: MarketIndex.com.au

Another gold stock in my portfolio — St Barbara [ASX:SBM] — delivered a massive 5,024% gain from trough to peak.

Unfortunately, I’d got in a couple years earlier, so I didn’t quite capture a 5,024% return…

Nonetheless, St Barbara turned out to be one of my best investments during that time.

...

Source: MarketIndex.com.au

I’ve seen multiple bull markets come and go during my decade of actively investing in the gold markets.

Based on my experience, I’ve identified three bullish signals that tell me we could be on the cusp of an historic run-up in the Aussie gold stock sector.

If you’re new to gold stock investing, there’s a good chance you’re not familiar with signals #2 and #3, which I’ll talk more about in just a moment.

The first signal, however, is the obvious one…

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BULLISH SIGNAL #1:
The gold price is skyrocketing

We all know gold is doing well this year.

But you might be surprised to discover just how well gold has been doing…

To give you a brief recap, check out the chart below:

...

Source: Macrotrends.net

You can see that the gold price has closed higher almost every single month in 2024.

Make no mistake, gold has been absolutely firing — and it’s no wonder…

Over the last few years, we’ve had…

  • Runaway inflation…
  • Sharp rate rises (and recent frantic rate-cutting) from central bankers…
  • And entire economies being kept on life support by financial stimulus measures…

Most people are fed up with rapidly declining standards of living in the West.

Now, add major elections in over 60 countries to the mix, and you have a tinderbox of uncertainty waiting for a match.

...

Source: Time Magazine

It’s fair to say the world is rife with social and geopolitical tension, with no clear signs of easing in the future.

And even the elites at the World Economic Forum are concerned, saying…

‘Uncertainty continues to be the name of the game for the economy in 2024.’

It’s no secret that when uncertainty rises, the price of gold tends to rise along with it.

UBS is predicting US$2,750 per ounce by the end of 2024.

Goldman Sachs is forecasting US$2,900 by early 2025.

And Citi is projecting US$3,000 gold by mid- to late 2025.

If things continue as they have been, the next few months could be one of the most exciting times in history to be a gold stock investor.

But remember what I’ve said…a skyrocketing gold price is just the first of three bullish signals I’m seeing right now…

BULLISH SIGNAL #2:
The price of oil is plummeting

Here’s a bit of mining industry knowledge…

When it comes to extracting and refining gold, the biggest cost is energy — specifically, oil.

This is because oil — in particular, diesel — is a major cost factor for running vehicles and equipment.

To demonstrate this, let me quickly take you back to 2008…

When the Global Financial Crisis struck, demand for oil dropped like a rock. As the world’s major economies ground to a halt, the price of oil took a nosedive, settling around US$40 per barrel — a sharp decline of 70%.

But this turned out to be a massive tailwind for gold mining companies, because it lowered their costs dramatically.

So, when you combine this cheap oil with the price of gold surging 163% over the following three years…

Profits — and certain share prices — went through the roof.

Investors in Kingsgate Consolidated [ASX:KCN] would’ve made over 450% on their money in less than 24 months.

OceanaGold Corporation [ASX:OGC], 2,500% in less than 22 months, and…

Silver Lake Resources [ASX:SLR] delivered returns of over 2,800% — more than 20 times your money — in less than three years.

Simply put, when the oil price drops, costs go down. When the gold price rises, profits go up.

Not all gold stocks rose like these, of course. This sector is one of the riskiest in the market, so you must be aware you could lose some or all of your invested capital. But if you get a window where these two market forces align — that’s when we see historic bull runs in the Aussie gold stock sector.

And right now, it looks like we’re gearing up for a repeat scenario…

...

You may be aware that the oil price has been on a downwards trajectory over the past two years.

In fact, it recently fell below US$70 a barrel for the first time since 2021.

That date is significant, because it marks the most recent bull market in Aussie gold stocks.

That bull market kicked off during the global lockdowns of 2020 — when oil prices tanked by 70% and gold spiked 29%…

And a handful of investments re-rated right on cue, between March 2019 and October 2021, including:

  • Alacer Gold [ASX:AQG] rising over 220% in less than 18 months…
  • Dacian Gold [ASX:DCN] shooting up over 350% in less than seven months, and…
  • West African Resources [ASX:WAF] soaring over 440% in less than three years.

Remember, while not all gold stocks went up like these, these gains occurred as just two of my three bullish signals converged.

So, what could happen when all three signals converge, like they’re setting up to do right now?

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BULLISH SIGNAL #3:
Insider activity is accelerating

Here’s another piece of knowledge I’ve picked up as a seasoned gold stock investor…

The Australian mining industry typically never sees its spend on mergers and acquisitions go higher than about US$3 billion per year.

But last year, that M&A number shot up to more than US$30 billion.

That’s 10 times higher.

...

Source: Refinitiv / Australian Financial Review

Now, US$30 billion sounds like a lot of money, but the guys who own these companies aren’t just throwing it around.

They know exactly what they’re doing.

They’ve been buying up confirmed assets on the cheap to position themselves for a higher gold price — which is exactly what’s been playing out so far in 2024…

And over the last 18 months, insider activity has really kicked into high gear:

  • Red 5 [ASX:RED] and Silver Lake Resources [ASX:SLR] merged to form Vault Minerals [ASX:VAU]
  • Westgold Resources [ASX:WGX] merged with Karora Resources [TSX:KRR]
  • Genesis Minerals [ASX:GMD] acquired Dacian Gold [ASX:DCN] for $380 million
  • Ramelius Resources [ASX:RMS] bought out three of its competitors for $459 million
  • Not to mention the $26.2 billion deal between Newmont [NYSE:NEM] and Newcrest [ASX:NCM]...described by S&P Global as ‘the largest gold merger in history’

So, how do you take advantage of all this activity…as well as the other two bullish signals I’ve been telling you about today?

Well, that’s precisely why I’ve put together a special report for you.

It’s called…

‘The Aussie Guide to
Building a Gold Portfolio’

In this report, I reveal the three different types of gold assets you should consider investing in (including physical gold) if you want to take advantage of this historic bull run in the gold price in 2024 and beyond.

You’ll discover the best way to invest in each of these assets, even if you’ve never bought any type of gold before.

Inside ‘The Aussie Guide to Building a Gold Portfolio’, you’ll discover:

  • Why Warren Buffett would likely go broke as a gold investor… I explain why following Buffett’s investing advice will leave you confused and frustrated when it comes to investing in gold — and what you should do instead.
  • The exact steps first-time gold buyers should take right now… Getting your hands on your physical gold can be daunting, but it doesn’t have to be. Here, I share the best ways to source, store, and sell your gold if you want to go down this route — plus I reveal the popular advice that could put your hard-earned wealth at serious risk of loss, theft, or confiscation, and…
  • How to benefit from a rising gold price WITHOUT buying bars or coins… Buying ‘paper gold’ can be an easy way to gain exposure to gold directly from your brokerage account — but I only recommend this approach under very specific conditions.
  • My secrets for immediately becoming a more successful gold stock investor… This is your chance to benefit from my decade of experience as a professional fund manager in the Aussie gold market, and help you avoid some of the disastrous mistakes I made in my own investing journey.

My goal is to help you start investing in gold quickly, confidently, and set you up with the best chance of success in this market.

And while your special report, ‘The Aussie Guide to Building a Gold Portfolio’, is extremely valuable in itself, I believe it’s just a starting point…

Because becoming a gold stock investor — and successfully identifying profitable opportunities in this fast-moving, exciting, and yes, volatile market — can be difficult.

Right now, there are 171 gold mining companies listed on the ASX.

Now, imagine keeping up with all the quarterly reports, official press releases, ‘unofficial’ rumours, news, forecasts, and daily price movements for every one of those 171 companies…

It’s enough to overwhelm even a seasoned investor.

So, how do you know what information to pay attention to — and what to ignore?

That’s why I want to send you
only the most important gold market updates…
 direct to your inbox

In these regular updates, I’m constantly highlighting for our over 50,000 readers:

  • The key upcoming events to look out for…
  • The handful of factors that really drive the gold price higher…
  • Whispers I’m hearing from my contacts in the industry…
  • And much, much more…

These updates are critical because, as you’re probably aware, gold is unlike any other market in the world.

In this market, relying on most ‘tried and true’ valuation metrics, standard technical indicators, or ‘black box’ algorithms won’t get you very far.

I’ve learned this lesson the hard way — and lost a significant amount of capital in the process.

But once I discovered what actually worked, my results turned around dramatically. In fact, over the course of several years, my success with investing allowed me to quit my job as a university lecturer and go full-time with running my own private fund.

That’s why I want to shortcut this learning curve for you today.

In my email updates, I give my readers insights into my own valuation metrics and technical indicators that I’ve custom-built for speculating on Aussie gold mining stocks. These indicators are based on over a decade of my deep research, analysis, and in-the-trenches experience.

These proprietary indicators are a big reason my fund has been able to successfully outperform the indices many times over. My team and I are constantly tracking the relevant data and keeping the indicators up-to-date.

By signing up for my exclusive email updates, you’ll get a taste of these indicators to help inform your own investing.

I guarantee you won’t get these strategies, insights, and indicators from anyone else.

Along with these updates, you’re also getting access to your special report, ‘The Aussie Guide to Building a Gold Portfolio’ — as well as a complimentary subscription to Fat Tail Daily — when you enter your email address in the box below and click ‘Claim My FREE Report’.

Do this now and you’ll get a notification in your inbox within the next five minutes.

ACCESS YOUR FREE REPORT

‘The Aussie Guide to Building a Gold Portfolio’

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How Fat Tail Daily can make
you a smarter and more successful investor

Fat Tail Daily is a financial news hub for like-minded Aussie investors.

Every day, one of our experts — Ryan Dinse, Callum Newman, James Cooper, Nick Hubble, Murray Dawes, and myself — will send you a brand new article that shows you how to protect your wealth, and even prosper, in these difficult times.

Our job is to put the often-confusing world of finance into context…to help you connect the dots between your brokerage account, the wider market, as well as the decisions made in Canberra, Washington DC, Brussels, and elsewhere around the world…so you can make sense of it all and hopefully make smarter, more exciting, and potentially more profitable investment decisions.

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Inside these daily emails, you’ll also receive a link to a short video discussing the day’s major talking points — so you can hear these insights direct from the editor themselves. Feel free to watch or listen to these videos at your leisure, while cooking, travelling, or taking a walk in the park.

To subscribe to Fat Tail Daily and get direct access to these videos and articles,as well as your special report ‘The Aussie Guide to Building a Gold Portfolio’, simply enter your email address in the box below and click ‘Claim My FREE Report’:

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‘The Aussie Guide to Building a Gold Portfolio’

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