The Good Morning Report

The latest market news, commentary and strategy by Adrian Rowney 


5 Things that Grabbed my Attention

1. US government is down to its last $143bn until congress increases the debt ceiling.....They ALWAYS increase it - some years quicker than others....Watch the CLOWN SHOW it turns into.

2. Copper prices falling at the same time as available supply drying up is completely twisted....Miners selling their COPPER output based off pricing set by the LME and COMEX futures are duding their shareholders.....The great COPPER BOOM is coming - I am pretty certain about that. BUY WIRE last sale $11.05.

3. The insanity continues...France's largest bank - BNP Paribas is no longer going to finance new OIL and GAS projects....renewables CAN'T exist without hydrocarbons!

4. Pfizer is now pushing the VOICE....government + big business joining at the hip is FASCISM....Unfortunately, the real market capitalism model is vanishing.

5. I commented a few weeks ago about Warren Buffet dumping his entire stake in globally significant chip maker TSMC and thought he did it due to political risk....Well now we know for sure why he abruptly exited stage left - watch:

Sounds very similar to what Biden told the press about what would happen to Germany's Nordstream pipeline (which they did go on to blow up)....Little wonder nations around the world are abandoning the USD. 

Tell me - who are the good guys????....I don't have a team that I am barracking for. Both sides want authoritarian control of us.

ASX Market Update

ASX 200 up 4 points to 7256

Our market finished pretty much FLAT for the session....Financials managed to squeeze out some gains, while the mining index fell over 1% - so not a positive day for us....ANZ put on 0.8%, CBA added 0.5%.... ETPMAG fell 3.9% and WIRE lost 4.5%. 

Random Observation

It is inevitable that the MOB will SHUTDOWN a number of PLATINUM mining operations in South AFRICA....


PLATINUM supply could easily tank as South Africa accounts for around 72% of output....So to see PLATINUM paper futures prices fall 4.25% on Friday night was absurd. The Bullion Banks with big short positions in PLATINUM are in for an absolute spanking at some stage.....KEEP ACCUMULATING!!

Important to note that the Chinese continue to hoover up PLATINUM to build on its stash, as the metal is required to produce hydrogen and it is also needed in hydrogen fuel cells. The West is asleep at the wheel....China already rules the market for batteries, solar & wind...hydrogen will be next.

'They keep selling me CHEAP PLATINUM....MORE, MORE....HAHAHAHA!!'

The Day Ahead

  • Our SPI is up 7 points.
  • Bitcoin down 0.5% to $26,713

Movements affecting our resource stocks today (USD)

  • BHP in the US up 1.1%
  • Gold down 0.24% to $2015
  • Paper Silver down 1.2% to $24.13
  • Platinum down 4.24% to $1058
  • Copper up 0.42% to $3.72
  • Brent Crude down 1.08% to $74.17

Asian Market Update

Japan up 0.9%, Hong Kong fell 0.59% and China fell 1.12%

Lithium is really moving now.....but most other commodities got touched up on Friday.

Global Market Update

US Market

DOW closed FLAT @ 33,300

As the numbers of vax injured swell, we are beginning to see more of their stories making the media.....I stand by my view that Moderna shares are worth ZERO and it doesn't sit well with me that a stack of billionaires were minted from their toxic, experimental mRNA vaccine....I know - many of you will say, hey I got the vaccines and I'm perfectly fine, nothing to our client base alone we have people suffering from vax injuries and it's disgraceful how doctors and society have washed their hands of the injured. This poor Aussie tradie in the story below is now blind in his right eye, lost his job, can't play footy and got no compensation.....AVOID MODERNA SHARES 

Meanwhile in true Orwellian fashion, the garbage humans at Moderna are celebrating at an awards night....Are you kidding me???

Nuremberg 2 can't come fast enough for these people.

European Markets

Germans up 0.5%, Brits put on 0.31% and Frenchies added 0.45%

At the same time as the working poor are getting steamrolled by inflation and negative real wage growth, we see luxury goods maker Richemont shares hit an all time high....


Key Market Summary

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July 9, 2024.
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