Iluka
The Good Morning Report – 6th of May 2025
Tariff uncertainty, war in Yemen plus weakening US dollar saw money rotating into GOLD and GOLD miners – giddy up!
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 – 26th of March 2025
Consumer confidence in the US declined for the 4th consecutive month in a row.
The Good Morning Report – 24th of Jan 2025
A number of Chinese economists are predicting Xi Man is going to unleash a huge economic stimulus package potentially worth around 10 Trillion Yuan or USD$1.38 Trillion….Our portfolios will get a great kick if the stimulus gets announced in the coming months. .
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 – 31st of Oct 2024
Talk is that China could be set to unveil a 10 trillion Yuan (US$1.4t) stimulus package next month….If that happens we are going to clean up with our exposure to commodities.