Palladium
The Good Morning Report – 7th of Aug 2025
A Chinese SILVER analyst that I follow reckons industrial demand alone in China could hit over 400 million ounces in 2025 which is about half the annual mining supply!
The Good Morning Report – 5th of Aug 2025
OPEC agreed to raise oil production by 547,000 barrels per day in September….I guess they are keeping in the good books with Trump.
The Good Morning Report – 1st of August 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 – 31st of July 2025
COPPER was smashed 19% overnight after Trump cancelled the pending import tariffs on refined metal…..Unfortunately it’s going to be an ugly day for portfolios as the bullion ETFs and mining stocks on the ASX are going to get thumped.
The Good Morning Report – 24th of July 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 – 23rd of July 2025
LITHIUM has rallied about 15% over the past month….I think a major bottom is in.
The Good Morning Report – 17th of July 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 – 11th of July 2025
Xi never wanted the Chinese economy to be heavily reliant on the property sector, so he let it collapse with Barclays estimating US$18 trillion was wiped out….now we’ll get a recovery:
The Good Morning Report – 1st of July 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 – 27th of June 2025
Looks like SANTA has arrived 6 months early….Giddy up!!!