The Good Morning Report – 21st of June

June 21, 2024

Aussie investors were gorging on Guzman y Gomez (GYG) shares sending it soaring 36% on day one to close at $30 on the knocker. GYG is now a $3bn company making a couple of million, so the market is expecting some serious growth ahead

The Good Morning Report – 20th of June

June 20, 2024

Great to see Dutton put out plans to build 7 Nuclear power plants in Australia…Maintain BUY on URNM.

The Good Morning Report – 12th of June

June 12, 2024

Investors pushed APPLE shares to a record high on excitement over APPLE Intelligence – a JV with Open AI which is 49% owned by Microsoft….All I see is the two largest companies in the world teaming up to make humanity stupid and woke.

The Good Morning Report – 11th of June

June 11, 2024

AFR reported that insolvencies in Australia are running at a 25 year high….Small business is getting crushed.

The Good Morning Report – 7th of June

June 7, 2024

Anyone predicting MET COAL won’t be needed in the coming years to make steel is on industrial grade LSD…”Green steel” is an absolute fairytale….I encourage anyone to prove me wrong; show me the science, show me a business plan. Please!!!…..Maintain BUY on WHC, CRN & SMR

The Good Morning Report – 6th of June

June 6, 2024

It’s Nvidia fever as the AI chip maker joins Apple and Microsoft with a market cap above $US3 trillion.

The Good Morning Report – 5th of June

June 5, 2024

Commodities are going through a correction phase at present. Copper, Silver, Zinc, Nickel, Palladium, Oil etc are all rolling over….China will continue to take full advantage of weaker pricing, while western investors focus on AI.

The Good Morning Report – 31st of May

May 31, 2024

According to Urbis, over the March quarter the average sale price of a new unit on the Gold Coast went for $1.73mil up a whopping $600K…..But yeah, inflation is running at 3.6%… LOL!!!

The Good Morning Report – 30th of May

May 30, 2024

Our market crapped itself after inflation data topped market expectations. Housing, food and insurance was the driver of higher prices while holidays apparently got cheaper (hey ABS – those cheap holidays you are recording are just clickbait!) The RBA next meets up on the 18th of June and with inflation still kicking there is every chance we will see a hike.

The Good Morning Report – 28th of May

May 28, 2024

SILVER up 4.41% overnight….The naked shorts would have to be sweating right now….Let’s go SILVERSQUEEZE!!