Taiwan Semiconductor
The Good Morning Report – 3rd of April 2025
I’d expect some pretty interesting gyrations in markets today as investors try to work out the consequences of Trump’s tariffs.
The Good Morning Report – 4th of April
POTENTIAL BLACK SWAN EVENT not being discussed: An all out war with IRAN could lead to the Strait of Hormuz to being shut off (see random observation)…..OIL prices would skyrocket. Got energy stocks?