The Good Morning Report – 16th Jan

  1. War in the MIDDLE EAST is not going to be resolved anytime soon….I’m very BULLISH energy.
  2. There is a major supply squeeze in the URANIUM market….Prices could go parabolic!
  3. German property market is getting flogged – down 10% last quarter which would mean a stack of properties would have fallen 30% plus.
  4. Santos (STO) now has all the approvals for its Barossa Gas project off NT. Shareholders could also get a good kicker if a merger goes through with Woodside (WDS)…..BUY
  5. SILVER is entering its 4th consecutive year of supply deficits – which means demand is higher than what is produced from mining….Manufacturers needing SILVER are surely going to run out of suckers willing to sell at these ridiculously low prices.

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ASX 200 down 2 points to 7496

Our market closed pretty much flat for the session, but there were two sectors that were flying. RETAIL and URANIUM – kind of an odd combo but they were moving on their own separate set of fundamentals.

Retailers took off after the better than expected results out of SuperCheap (SUL)…. While URANIUM stocks surged after Kazatoprom (world’s largest uranium miner) announced production shortfalls which means they have been forced to go into the spot market to buy material to deliver to customers.  URNM put on 6.78% to close at a fresh record high.

Why are we letting our politicians spread mis-information that renewables are cheaper when they are outrageously expensive?

  • SPI is down 0.28%
  • Bitcoin up 0.89% to $42,986
  • BHP in US was SHUT
  • Newmont was SHUT
  • RIO in London was UP 0.17%
  • Gold up 0.36% to $2059
  • Paper Silver up 0.26% to $23.39
  • Platinum up 0.13% to $922
  • Copper up 1.2% to $3.84
  • Brent Crude down 0.13% to $78.18
  • Iron ore down 1.7% to $127.50

Japan up 0.91%, Hong Kong down 0.17% and China up 0.15%

Japanese 2 year government bonds are back to having a negative yield which means investors buying in are paying for the privilege of lending the Japanese government money. Pure CLOWNWORLD.

If OIL rips higher, triggering a huge inflationary wave, then these Japanese government bonds will get decimated.

DOW SHUT for Martin Luther King day.

Germans down 0.49%, Brits off 0.39% and Frenchies fell 0.72%

The annual propaganda festival known as World Economic Forum (WEF) in DAVOS, Switzerland has kicked off. All your favorite globalist pond scum with their armies of useful idiots (NGOs, politicians, activists and bureaucrats) will be there as they map out the agenda for humanity in 2024 and beyond.

Large cap Aussie mining executives (BHP,RIO,FMG) will also be attending as they collectively love pushing climate change lies at any chance they get because it facilitates the mother of all mining booms. Twiggy would adopt Greta if he could.


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