@andyno3
This is the original Fat Tail article from 13 December 2022 (I am not a subscriber):
https://fattail.com.au/a-step-closer-for-cobalt-blue/
It would be handy if you could post here exactly what was in your friend's email re: reasons for the change in Fat Tail's investment recommendation on COB.
Cheers
These are only my thoughts and it does not constitute investment advice. Before acting on any information you read and before making any financial or investment decisions, you should always consult your advisor(s) or other relevant professional experts.
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