Private Credit
The Good Morning Report – 25th of March 2025
US stocks surged as Trump told reporters that there may be some “flexibility” with reciprocal tariffs that were set to be implemented on the 2nd of April….Tesla bounced 10%.
The Good Morning Report – 19th March 2025
Big US Tech stocks rolled over again while GOLD hit another fresh record high….Gotta love that price action!
The Good Morning Report – 11th of March 2025
US stocks got clobbered overnight as the historic culling of the US government is going to send America into a big recession.
The Good Morning Report – 15th Oct 2024
Chinese inflation rate came in at 0.4% Vs expectations of 0.7%….With low inflation I’d expect the PBOC to announce further economic stimulus measures (money printing) over the coming months. Remember: central banks are mandated to create inflation of generally between 2% to 3%.
The Good Morning Report – 28th of August
For every $100 you spend at Coles (COL) they make just $2.70 – this skinny margin has stayed fairly constant for years….Politicians and media that claim gouging is going on are lying in order to cover up for the $300bn that the RBA printed out of thin air.