The Good Morning Report – 18th of March 2025

March 18, 2025

Trump ordered the US military to bomb the living bejesus out of the Houthis in Yemen in order to free up the Red Sea which is a globally important shipping channel.

The Good Morning Report – 10th of October

October 10, 2024

Arcadium Lithium (LTM) board has quickly accepted a $5.85 per share takeover bid from Rio Tinto (RIO)…..I think RIO is getting a good deal picking LTM up around 50% cheaper than where it was at the start of the year.

The Good Morning Report – 22nd of May

May 22, 2024

The job losses are coming through….Telstra (TLS) announced it is punting 2800 workers by the end of the year.

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 – 21st December

December 21, 2023

The latest market news, commentary and strategy by Adrian Rowney    5 Things that Grabbed my Attention 1. Ocean freight …more