The Good Morning Report – 12th of July

July 12, 2024

VW is set to shut it’s factory in Brussels that makes luxury Audi EVs as demand has taken a hit and losses grow.

The Good Morning Report – 11th of July

July 11, 2024

Last month Toyota announced it is moving to 100% hybrid on popular cars and SUVs for the Australian market….All good for PLATINUM and PALLADIUM which is needed to make catalytic converters that go into hybrids.

The Good Morning Report – 4th of July

July 4, 2024

I was pretty amazed to see Chalice (CHN) get slammed 19% after singing a memorandum of understanding with Mitsubishi to investigate a potential hook up….Problem was, the market wanted a formal deal with cash money on the spot. I maintain my BUY as I’m super bullish on PLATINUM and PALLADIUM. Last sale $1.22

The Good Morning Report – 27th of June

June 27, 2024

Aussie inflation rate pushed back up to 4% which means the RBA could be forced to raise rates at it’s next meeting.

The Good Morning Report – 7th of May

May 7, 2024

COPPER has rallied about 27% since November last year and is within striking distance of an all time high….China has been stockpiling – no flies on the Xi Man.

The Good Morning Report – 3rd May

May 3, 2024

NAB is still predicting the RBA is going to deliver a stack of rate cuts with the first starting in November. They target rates will fall from 4.35% to 3.1% during 2025….Careful out there – it is very likely to be a trap.

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%….