The Good Morning Report – 5th of Aug 2025

August 5, 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

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 – 31st of July 2025

July 31, 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 – 25th of July 2025

July 25, 2025

Trump unveiled his AI plan for America with NUCLEAR power set to play a prominent role….URANIUM boom is going to be a beauty. BUY URNM, PDN and BOE.

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 – 22nd of July 2025

July 22, 2025

Coking COAL on the move…Great news for Whitehaven (WHC)

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 – 16th of July 2025

July 16, 2025

URANIUM stocks were the standout on the ASX as it appears the selling from the bears has run out of puff…. Stocks move on supply and demand – if the buyers are bigger than the sellers, it goes up. If the sellers outweigh the buyers, it goes down. It truly is as simple as that!

The Good Morning Report – 15th of July 2025

July 15, 2025

The Volatility Index also known as the FEAR index jumped 4.7% on Wall Street while stocks were fairly quiet overnight….Something’s brewing!

The Good Morning Report – 11th of July 2025

July 11, 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: