Warren Buffett
The Good Morning Report – 25th FEB 2025
AFR reported that land values in NSW just topped $3 trillion – up 6.4% over the year….And the RBA cut rates! hahaha – PUMP, PUMP, PUMP…..Most people probably don’t know that land prices are excluded from the official inflation data.
The Good Morning Report – Monday Starter
Warren Buffett and Carlos Sim (Mexico’s richest man) have been buying OIL stocks lately….They obviously don’t think Trump is going to be able to collapse the OIL price
The Good Morning Report – 16th of August
Michael Burry (made famous from the Big Short movie) has allocated 21% of his fund to Alibaba shares and has about 45% invested in Chinese tech…..ASIA Tech Tigers ETF (ASIA) is a BUY
The Good Morning Report – 6th of August
Money flooded out of STOCKS, COMMODITIES and CRYPTO and poured into the largest ponzi scheme in the history of humanity – the US government bond market (at the moment the Federal Reserve doesn’t need to print more money to fund the US government because investors, who are in a frenzied state, are scrambling to lend the US government money).
The Good Morning Report – 13th of June
Apple rallied another 2.86% to a fresh record high and now equals Microsoft’s market cap of $US3.26 trillion. Traders are anticipating the herd is going to gobble up Apple’s new AI iPhone