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The Good Morning Report – 1st of August 2025

Posted on August 1, 2025

5 Things that Grabbed my Attention

1. I see this pullback in the METALS as just a correction rather than the beginning of a fresh BEAR market….Every selloff will be uncomfortable and this one could last a while, but use it to your advantage by accumulating more on the weakness….SILVER, PLATINUM, URANIUM and COPPER are either in structural deficit or will be in the years ahead. I remain focused on the big picture, not short term noise.

2. Trump has exposed Indian PM Modi for playing both sides so is slapping a 25% tariff on Indian goods and also an extra penalty for wheeling and dealing with Russia…..Modi’s charm doesn’t work on Trump and the Xi Man like it does with most leaders.

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