The Good Morning Report – 1st of August 2025

August 1, 2025

Our market is now pricing in the RBA is going to cut interest rates 3 times or 0.75% by the end of the year.

The Good Morning Report – 24th of July 2025

July 24, 2025

DOW rallied strongly overnight and the VIX (Fear Index) fell 6% after Trump negotiated a big trade deal with Japan.

The Good Morning Report – 18th of July 2025

July 18, 2025

Hard coking COAL prices are starting to go back up in China….Great news for Whitehaven (WHC) – BUY last sale $6.15

The Good Morning Report – 17th of July 2025

July 17, 2025

AFR article said four in five jobs created in Australia have come from the non-market sector which is driven by government spending and regulation…..WTF?!??!…

The Good Morning Report – 10th of July 2025

July 10, 2025

Tech heavy NASDAQ hit a fresh all time high as investors froth over AI.

The Good Morning Report – 4th of July 2025

July 4, 2025

Trump plan is to inflate America out of it’s debt problem by targeting mega economic growth….We’re going to see the digital money printer cranked up to levels never seen before, which will create an epic bull market for a bunch of commodities.

The Good Morning Report – 1st of July 2025

July 1, 2025

Outside of Newmont (NEM), most ASX listed GOLD miners have fallen around 15% lately, so I’d expect some decent buying to come back into them today as we get closer to quarterly updates which should be strong

The Good Morning Report – 26th of June 2025

June 26, 2025

Another solid session for PLATINUM…..Buying below the average cost of mining production was the no brainer of all no brainers; all you needed was patience.

The Good Morning Report – 25th of June 2025

June 25, 2025

Trump pulled it off and actually ended the war between Israel and Iran. All airspace is open again and there are no longer restrictions of movement in Israel.

The Good Morning Report – 19th of June 2025

June 19, 2025

The Federal Reserve decided to keep interest rates on HOLD with chairman Jerome Powell indicating that they are in no rush to CUT interest rates like other central banks around the world