What's Not Priced In EP13: AVOID: ASX Iron Ore Stocks In Structural Decline

What's Not Priced In

Huge debt, ageing population -- is China past its peak? So ran a recent headline in The Australian. And usually when such headlines hit the front pages, the news is priced in. This episode, Greg and I assess the worries surrounding China's ailing economy. Do Aussie investors have anything to fret about? You'll have to watch the full episode, but Greg did warn the iron ore miners could see a downgrade cycle from here. We then discussed the overall market, pointing out that when valuations are stretched, it doesn't take much for things to snap. We ended with advice from Warren Buffett -- the stock market is a device for transferring money from the impatient to the patient.

To learn about Greg's premium service Fat Tail Investment Advisory go here.

For more free research, check out Money Morning Australia.

Check out our YouTube Channel https://www.youtube.com/@FatTailInvestmentResearch

All content is © Fat Tail Investment Research Pty Ltd All Rights Reserved.

We provide general financial product advice only. The advice published by Fat Tail Investment Research has been prepared without taking into account your objectives, financial situations or needs. Before acting on our recommendations, you should consider their appropriateness to your specific investment objectives, financial situation and needs. If you are uncertain as to what your objectives and needs are, you should contact a financial adviser or stockbroker who is licensed to provide you with personal financial product advice.

Financial Services Guide

Please keep this guide for future reference. A copy is available from us on request or can be downloaded from our website at fattail.com.au/financial-services-guide/. If you do not understand anything in it, or require more information, please feel free to contact us here.