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The Good Morning Report – 18th of March 2025

Posted on March 18, 2025

5 Things that Grabbed my Attention

1. Trump ordered the US military to bomb the living bejesus out of the Houthis in Yemen in order to free up the Red Sea which is a globally important shipping channel. I highly doubt he is going to be successful – the Houthis who are funded by Iran, are super resilient and extremely resourceful. I think this new proxy war with Iran that Trump is waging (or forced to by Israel) is BULLISH for OIL and ENERGY stocks.…(BTW I was very wrong in my assumption that Trump was going to be the president of peace like in his first term).

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