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 – 26th of June

June 26, 2024

Novo Nordisk the owner of top selling weight-loss drugs Wegovy and Ozempic, is spending $4.1bn on a new factory in the US to keep up with surging demand….Why do I get the feeling this is going to end in tears for millions down the track?

The Good Morning Report – 25th of June

June 25, 2024

Eli Lilly is set to repurpose an existing drug of theirs to treat sleep apnea….I’m recommending to take profits on Resmed (RMD) as the stock may struggle from here.

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 – 18th of June

June 18, 2024

Is Nvidia going to be the most epic pump ‘n dump scheme of all time? Just watch this 28 minute clip – it’s all explained so simply…..Nvidia could be the BLACK SWAN.

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 – 14th of May

May 14, 2024

Roaring Kitty is back posting on twitter – meme stocks sky rocketed overnight: GameStop + 82% & AMC Entertainment +95%.

The Good Morning Report – 2nd of May

May 2, 2024

A big intra-day rally on Wall Street faded overnight….The old saying “Sell in May and go away” could play out.

The Good Morning Report – 30th April

April 30, 2024

The market is now pricing in more than a 50% chance that the RBA hikes interest rates in August….Second wave of inflation is going to get particularly nasty for those leveraged up to the eyeballs.

The Good Morning Report – 26th April

April 26, 2024

Newmont surged 12.46% in the US on BETTER than expected quarterly earnings….Giddy up!!!