BHP
The Good Morning Report – 26th of March 2025
Consumer confidence in the US declined for the 4th consecutive month in a row.
The Good Morning Report – 20th of March 2025
Myer (MYR) released yet another crappy profit result – sales were flat with costs up 2%….MYR shares have given back all the gains it made late last yea
The Good Morning Report – 19th of FEB 2025
As widely expected the RBA cut rates by 0.25% to 4.1%….Our central bankers obviously don’t think there is nearly enough high rises getting built on the Gold Coast!
The Good Morning Report – 29th Oct 2024
With the insane jump in coal royalties under the former Labour state government, BHP said it would no longer invest in QLD….There is a good chance the new premier will change course and become a mining friendly state again; WHC, YAL and SMR will be the biggest winners.
The Good Morning Report – 28th of August
For every $100 you spend at Coles (COL) they make just $2.70 – this skinny margin has stayed fairly constant for years….Politicians and media that claim gouging is going on are lying in order to cover up for the $300bn that the RBA printed out of thin air.
The Good Morning Report – 24th of May
In offshore markets, NVIDIA shares took off while pretty much everything else SOLD off….We will end up giving back all the great paper gains from Monday which is a bit of a bummer.
The Good Morning Report – 26th April
Newmont surged 12.46% in the US on BETTER than expected quarterly earnings….Giddy up!!!
The Good Morning Report
The latest market news, commentary and strategy by Adrian Rowney 5 Things that Grabbed my Attention 1. S&P has downgraded …more
The Good Morning Report
The latest market news, commentary and strategy by Adrian Rowney 5 Things that Grabbed my Attention 1. NZ government’s recent …more
The Good Morning Report
The latest market news, commentary and strategy by Adrian Rowney 5 Things that Grabbed my Attention 1. Bank burning in …more