The ASX’s 2025
‘BLOOD IN THE STREETS’
Moment is Coming

An Urgent Warning — and a Brilliant Buying Opportunity…

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Hello, James Woodburn here.

American stocks have tanked since Trump’s January inauguration.

The Australian share market has fared a little better.

Trump torpedoing the global trade economy has been good for gold. Prices just hit the US$3,000 mark. Aussie gold stocks are making some moves.

Overall, though, it’s grim. The ASX has already shed over 4% since 1 January.   

Trump’s dizzying flurry of announcements on tariffs is bamboozling everyone.  

Is the American President trying to create a historic crash on purpose?

Is 2025 going to go down in history alongside 1929, 1987, 2000 and 2008?

Today, we’re sticking our necks out with a giant prediction. As head of the company, I’m making a move I believe no one else in the financial publishing industry — anywhere in the world — is prepared to do.

We’re about to present you with a specific warning. One that will make you think hard about SELLING at least some of the stocks you currently own.

But one...if it comes to pass...that could also present you with an excellent opportunity to grow your wealth over the long term.

Now, ‘blood in the streets’ warnings (more on that term in a moment) are not how the conventional investment advice business works.

Fund managers, brokers and investment firms earn their crusts from BUYING activity. Not by issuing advice that spooks their clients.

They are slaves to ‘optimism bias’. Commissions and fees and vested interests mean when things look dicey, regular financial advisers tend to whistle and look the other way.

We don’t do that here at Fat Tail.

We don’t care what you buy or what you sell.

That’s your business.

We DO care about truth in the markets.

And telling you exactly how we see it.

Which is why I encourage you to get the special and very urgent whitepaper we’re distributing free to everyone on our mailing lists on the morning of 27 March.

ALL FAT TAIL INVESTMENT RESEARCH MEMBERS
ARE ENTITLED TO THIS FREE WARNING
WHITEPAPER — BY REGISTERING HERE

Confirm your email below. Hit the button and the Warning Whitepaper will be delivered to you free on the morning of 27 March:

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your personal information in accordance with our Privacy Policy.

Alarming data has come to our attention. Just in the last week or so.

We are seeing similar signals to when we warned our members of the 2008 sell-off many months earlier in 2007. And the COVID crash, roughly a month before it happened in March 2020.

Warren Buffett dumped around $134bn of his shareholdings last year. Some interpreted this as a sign something very big and very nasty was coming...

Well...

The technical signals we’ve been getting in the last week or so...overlayed with what’s happening with Trump and the broad fundamentals...have led us to a similar conclusion.  

There is a very real possibility...and it appears to be growing by the week...that a historic ‘BLOOD IN THE STREETS’ moment could occur in the global markets soon. Maybe in the first half of 2025.

This is by no means a certainty. We’re in the old-school newsletter business. The virtue of that is transparency. And the ability to be brave when it comes to investment calls.

We might be right. We might be wrong. And we’ll look silly when we are. But you should hear us out on this one...

We rarely make company-wide calls like this.

Many have panned out perfectly, as you’ll see.

But some don’t.

So, you’ll need to see what we have to show you, and be the ultimate judge. 

Trump says the economy ‘went to hell’ under Biden.

But as the Trump influence in the global markets plays out in the next few months...we need to show you what ‘hell’ really looks like...what we’ve found...what we’re seeing and predicting...

...and a specific way you can take advantage...when the timing is right. 

We’re putting everything down in a single whitepaper report. We will send it to you free. But you need to register here:

ALL FAT TAIL INVESTMENT RESEARCH MEMBERS
ARE ENTITLED TO THIS FREE WARNING
WHITEPAPER — BY REGISTERING HERE

Confirm your email below. Hit the button and the Warning Whitepaper will be delivered to you free on the morning of 27 March:

Please read our Terms & Conditions. We will collect and handle
your personal information in accordance with our Privacy Policy.

Here’s the good news:

If we’re right, THIS COULD
PRESENT THE BEST BUYING
OPPORTUNITY YOU’LL SEE IN
YOUR INVESTING LIFE

Baron Rothschild of the Rothschild banking dynasty was credited with the saying, ‘The time to buy is when there’s blood in the streets.’

He made his fortune buying when blood was gushing in the Battle of Waterloo.

What’s less known is the real quote, which is different.

What he actually said was:

‘Buy when there’s blood in the streets, even if the blood is your own.’

This is the heart of contrarian investing.

And this is what we’re all about here at Fat Tail Investment Research. We are very different to others who claim to be investment experts. Because we operate on two strongly held beliefs:

  • Rare events should be factored-in, planned for, and profited from. (Even if you look silly if you get it wrong.)

And...

  • When the markets are awash in blood...smart investors BUY.

When historic down-moves in stock markets happen, panic is a natural response. Especially if you have a lot of money invested in the market.

But we’re releasing this whitepaper to reduce that panic. And lay on the table some interesting opportunities that might present themselves — if we see a really historic ‘blood in the streets’ moment between now and Christmas.

If we’re right on this call:

A chance will come soon to
buy certain ASX stocks
at historically low prices

The great stock market crash of 1929 led to the Great Depression.

The market lost 90% of its value. Which is scary to think about. But it happened. It also created chances to build epic wealth.

When Joseph Kennedy started getting stock tips from his shoe shiner in the summer of 1929, he thought, ‘That’s it, this thing is too overvalued. I’m out.’ He sold before the crash. Avoided the blood. Then bought back in at crazy low prices.

Jesse Livermore made $100 million (billions in today’s dollars) shorting that same crash.

Ten years later, John Templeton bought when the blood of World War II was about to start flowing.

His strategy was simple: he reckoned, wisely, that not all companies in the crashing stock market would fail. And that some would actually come out even stronger. He borrowed $10,000 when everyone was panicking. And in September 1939, he purchased $100 worth of shares in 104 US companies trading for less than $1 each. 

His blood-in-the-streets bet paid off handsomely.

By 1944, just five years later, Templeton had quadrupled his investment. It’s still labelled one of the greatest trades of the 20th century.

Few remember the 1973-74 bear market.

But that was what gave Warren Buffett the chance to buy the Washington Post Company. An investment that returned more than 100 times the purchase price in the decades that followed.

There was blood in the streets again on ‘Black Monday’ 1987. When everyone was panicking, John Paulson went in hard. And bought stock in financial institutions like Bank of America, Goldman Sachs, Citigroup, and JP Morgan Chase when prices were cratered.

You’ll likely remember the carnage of the 2000 dotcom crash. The S&P 500 took seven years to recover the losses. Amazon went from $100 to $7. Amazon shares now trade around $130. Meaning you’d be up 27 times if you bought when the dotcom blood was flowing.

Then we reach the period where Fat Tail Investment Research has been in play...

We started in the mid-2000s. And there have been a few blood-in-the-streets moments since we began our contrarian investment mission here in Australia.

The 2008 crisis — triggered by the collapse of US subprime mortgage-backed securities — caused the Dow Jones Industrial Average to halve.

Our previous publisher, Dan Denning, gave this directive in September 2007:

‘We are at the end of the longest, largest and most irresponsible credit bubble in history.

‘That’s why I’m putting sell recommendations on all the North American and US stocks.

‘It’s time to say goodbye to them. The fallout from the credit bubble could wipe out many years of gains in solid resource stocks. The only way to prevent that is to take profits now.’

The blood in the streets we predicted happened.

And so did the opportunities to buy at the bottom.

David Tepper was a famous investor who also took advantage of this blood in the streets moment.

The founder of Appaloosa Management used the GFC to make an audacious contrarian bet on American banks like Bank of America and Citigroup. He famously said, ‘Either the financial system is going to survive or it’s not. If it survives, we’re going to make a lot of money.’

His hedge fund reportedly earned about $7 billion in profits that year — with Tepper himself pocketing $4 billion.

By 2013, the market had fully recovered, driven by aggressive monetary policy and improved investor confidence.

The next big down-move on Fat Tail’s watch came with the emergence of a mysterious virus in China.

We were ahead of that
blood-in-the-streets
moment too

We issued an alert labelled ‘VIRUS PANIC’ on 28 January 2020. Our advisory that did that unloaded positions three days later, on 31 January 2020.

This was well before most mainstream advisers had any clue what might be coming.

Then on 13 March, the crash happened. It was relatively short-lived. But there was definitely blood in the streets. By 23 March 2020, the ASX 200 had fallen 35% from its peak on 20 February.

Thanks to swift government intervention, global markets rebounded hard in just six months. Our advisory that pre-empted that down-move then locked in 12 rebound gains ranging from 26% to 184%.

And so, we arrive at 2025.

Here are some of the top headlines this month...

...

Is all this an overreaction?

Will everything soon calm down?

Or has a chain of events been triggered, leading us to a moment like the ones we’ve just been talking about?

We’re outlining everything in an urgent and free whitepaper.

What it contains is controversial (even by Fat Tail Investment Research standards!).

The conclusion we’ve come to may make some people angry. Or at least sceptical.

But we’re not trying to please you with the ideas we publish. We’re trying to challenge you, make you think — and give you predictions that can make you safer, smarter or richer.

That’s what the goal is with the release of the whitepaper on 27 March.

If you’re concerned in any way about the markets right now and the direction they may be heading in, make sure you put yourself on the list to receive it. You can do so below.

ALL FAT TAIL INVESTMENT RESEARCH MEMBERS
ARE ENTITLED TO THIS FREE WARNING
WHITEPAPER — BY REGISTERING HERE

Confirm your email below. Hit the button and the Warning Whitepaper will be delivered to you free on the morning of 27 March:

Please read our Terms & Conditions. We will collect and handle
your personal information in accordance with our Privacy Policy.

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