Coal
The Good Morning Report – 9th of April 2025
Miners are likely to get pummeled today with COPPER and OIL on the nose again…
The Good Morning Report – 8th of April 2025
Elon Musk is tweeting the benefits of free trade while Trump says he is going to hit China even harder with tariffs if the Xi Man doesn’t back down….Are they no longer besties?
The Good Morning Report – 2nd of April 2025
As widely expected the RBA kept interest rates on HOLD @ 4.1%. The market is still pricing in a very good chance that they will cut down to 3.85% in May with another 2 cuts in the back half of the year.
The Good Morning Report – 21st March 2025
Trump signed an executive order to mandate emergency mining of key commodities….As I suspected the other day – he’s building strategic stockpiles for the future of America….This is HUGE for us!!!
The Good Morning Report: Day Ahead – 12th FEB
Not much action on overnight markets….I am surprised to see the European markets are so strong considering they could be staring down the barrel of an energy crisis if the back end to winter is a cold one.
The Good Morning Report – 16th of Jan 2025
US core inflation (which strips out what the poors need: energy and food) fell to 3.2% in December, from 3.3% in November….Stocks, Commodities and Bonds rallied on hopes the FED will continue cutting interest rates.
The Good Morning Report – 14th of Jan 2025
Blackrock just left the UN based Net Zero coalition of top corporations and all the major US banks have also pulled the pin on Net Zero nonsense as well….I wonder how long our political elites can continue pushing the environmentally destructive “Green” hoax now it is officially dead in the US?
The Good Morning Report – 14th of Nov 2024
The strong buying of stocks eased up overnight as traders took a breather. It has been pretty much one way traffic headed north since Trump won the election
The Good Morning Report – 17th Oct 2024
This is HUGE for URANIUM….Amazon announced it is investing in nuclear to run it’s AI…..URNM rallied 6% in the US….Keep BUYING – still major upside to be had.
The Good Morning Report – 26th of September
AI’s thirst for energy is beyond imagination….OPEN AI went to the White House with the mother of all plans to build a bunch of 5 GW data centers across the US