The Good Morning Report – 16th of April

April 16, 2024

Russian ALUMINUM, COPPER & NICKEL is now banned from the COMEX & LME…..Russian Platinum Group Metals (PGMs – PLATINUM and PALLADIUM) have been exempted due to ‘supply chain sensitivities’

The Good Morning Report – 11th of April

April 11, 2024

BONDS and STOCKS were whacked as INFALTION came in higher than expected in the US…..GOLD hit another fresh all time high in AUD, but was down a bit in USD.

The Good Morning Report – 10th of April

April 10, 2024

In the WEST investors are scrambling to invest in CRYPTO magic beans backed by nothing. In the EAST it’s all about GOLD….Here a major GOLD ETF traded at 30% premium to Net Asset Value (NAV) – the fund went into a trading halt to warn investors that they are paying a huge amount above fair value. Subsequently it dropped 10%….

The Good Morning Report – 9th of April

April 9, 2024

In the WEST investors are scrambling to invest in CRYPTO magic beans backed by nothing. In the EAST it’s all about GOLD….Here a major GOLD ETF traded at 30% premium to Net Asset Value (NAV) – the fund went into a trading halt to warn investors that they are paying a huge amount above fair value. Subsequently it dropped 10%….

The Good Morning Report – 2nd of April 2024

April 2, 2024

GOLD hit yet another fresh all time high in EVERY currency on earth…..Newmont (NEM) is an absolute standout. BUY

The Good Morning Report – 28th of March 2024

March 28, 2024

HSBC launched a tokenized 1:1 with physical GOLD on the blockchain – the first bank to do it…..They are going to cash in on the GOLD rush sweeping across Asia. SMART play

The Good Morning Report – 27th of March 2024

March 27, 2024

Before the bridge collapsed, I read an article about a group of radical leftists that now govern Baltimore. Looks like it has become Gotham City!

The Good Morning Report – 14th March

March 14, 2024

Our market took a decent old whacking on the back of weaker iron ore prices. BHP lost 2.5% while RIO and FMG dropped 3.5%. Banks were also on the nose after a pretty strong start to the year.

The Good Morning Report – 12th March

March 12, 2024

Our market took a decent old whacking on the back of weaker iron ore prices. BHP lost 2.5% while RIO and FMG dropped 3.5%. Banks were also on the nose after a pretty strong start to the year.

The Good Morning Report – 20th Feb

February 20, 2024

Bezos sold another $2bn worth of Amazon shares – that’s $4bn worth in the last week….I wouldn’t be buying off him.