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 – 21st Feb

February 21, 2024

Singapore is handing out S$400 in free money to qualified citizens to help them with inflation….Handouts exacerbate inflation, so I expect governments around the world to do more of it!…

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.

The Good Morning Report – 16th Feb

February 16, 2024

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

The Good Morning Report – 1st Feb 2024

February 1, 2024

FED kept interest rates on HOLD with Jerome Powell saying a March rate cut is unlikely….Markets rolled over on his commentary.

The Good Morning Report – 19th Jan

January 19, 2024

Evolution (EVN) shares tanked 16% after releasing it’s December quarter production report…. I have no idea how they plan on hitting FY24 production guidance

The Good Morning Report – 18th Jan 2024

January 18, 2024

Evolution (EVN) shares tanked 16% after releasing it’s December quarter production report…. I have no idea how they plan on hitting FY24 production guidance