China
The Good Morning Report – 23rd of Jan 2025
US tech stocks surged overnight on the back of a mega US$500bn AI supercomputer (called Stargate) deal between Open AI, Oracle and Japan’s Softbank….
The Good Morning Report – Monday Starter
Warren Buffett and Carlos Sim (Mexico’s richest man) have been buying OIL stocks lately….They obviously don’t think Trump is going to be able to collapse the OIL price
The Good Morning Report – 12th Dec 2024
It’s now just about certain the Federal Reserve (FED) will cut interest rates next week despite Wall Street flying up to record highs….FED is pumping up a big bubble.
The Good Morning Report – 11th of Dec 2024
Xi Man is planning on knocking down trade barriers for friendly nations while Trump is set to implement some very steep tariffs – polar opposites when it comes to trade policy
The Good Morning Report – 5th of Dec 2024
The Aussie economy grew just 0.3% in the September quarter. Stripping out COVID, it was the weakest number since the 90’s – and this is with the obscene amounts of government spending along with record migration. Put simply – most Aussies are going backwards under Airbus Albo and Jim ‘The Snake’ Chalmers.
The Good Morning Report – 10th of October
Arcadium Lithium (LTM) board has quickly accepted a $5.85 per share takeover bid from Rio Tinto (RIO)…..I think RIO is getting a good deal picking LTM up around 50% cheaper than where it was at the start of the year.
The Good Morning Report – 9th of October
Record volumes went through the Chinese markets after the week off….Officials didn’t announce any additional stimulus which is a prudent move in my view as inflation would come on way too hot.
The Good Morning Report – 4th of October
OIL put on 5% as the situation in the Middle East flared up…..Vlad is telling all Russians to leave Israel immediately after the Israeli’s blew up a Russian military base in Syria…..BUY ENERGY producers.
The Good Morning Report – 19th of July
There was some big shorts placed on DJT (Trump’s media stock) before his assassination attempt – meaning huge profits would have been reaped on his death….Someone always knows.
The Good Morning Report – 10th of July
Chinese banking authorities are entertaining the idea of reducing the amount of capital banks need to set aside for loans…..That means it’s economy could be about to get a boost, which is good for commodities.