Nvidia
The Good Morning Report – 18th Aug 2026
South Korean government just loaned Glencore US$1bn to secure a supply of COPPER for it’s data center rollout….The fight for commodities is heating up.
The Good Morning Report – 14th Aug 2026
Trump wants to cut capital gain taxes in America….Meanwhile, our socialist government just wants to screw over anyone trying to have a crack.
The Good Morning Report – 11th Aug 2026
RBA meets today to decide on interest rates – the market is prescribing a 0% chance of a hike despite high inflation
The Good Morning Report – 7th August 2026
COPPER is now trading at all time highs….With demand from data centers shooting up and ongoing supply issues, prices could keep chugging north
The Good Morning Report – 4th Aug 2026
The DOW and the S&P 500 rallied to fresh all time highs overnight as OIL prices fell 5%…..With what is going on in the Middle East and Russia, I’m surprised OIL is not in the triple digits.
The Good Morning Report – 31st July 2026
US stocks bounced back overnight as confidence flooded back into TECH after Microsoft BEAT profit estimates – they made a whopping $35bn last quarter.
The Good Morning Report – 28th July 2026
The Trump administration exempted Australian critical minerals (including gold, silver and copper) and beef from additional tariffs
The Good Morning Report – 24th July 2026
Houthis not mucking around – they bombed a Saudi OIL tanker in the Red Sea
The Good Morning Report – 21st July 2026
Morgan Stanley has estimated that more than half of Russian OIL refining capacity is down…The attacks from inside Ukraine don’t look stopping either.
The Good Morning Report – 17th July 2026
URNM ETF in US sold off by 4.8% in the US despite URANIUM prices pushing a little higher overnight