The Good Morning Report – 2nd of April 2024

1. GOLD hit yet another fresh all time high in EVERY currency on earth…..Newmont (NEM) is an absolute standout. BUY

2. Airbus Albo announced he is handing out $1bn of our money to SOLAR manufacturers…..The usual climate change grifters being Mike Cannon Brookes and Malcom Turnbull, along with AGL stand to benefit….I want to make this clear – there will be NO SOLAR cell manufacturer going on – it’s money for assembly lines. (see random observation)

3. Xi Man is going to visit Kazakhstan – it will be his second visit in a short period of time…..According to the World Nuclear Association, Kazakhstan produced 43% of the world’s URANIUM in 2022….Don’t have to be a rocket scientists to work out why he is making another trip…..BUY URNM

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4. Our banking system is being propped up by record immigration which has created a mega housing shortage leading to surging rents and higher property prices….A second wave of INFLATION (could easily become STAGLFATION) would have devastating consequences for our highly leveraged BANKS….AVOID

5. Israel flattened Iran’s embassy in Damascus…..I maintain my BULLISH view on ENERGY.


Some of you will think, Adrian is wrong – Albo‘s saving the planet by giving $1bn to manufacture SOLAR CELLS right here in Australia and it’s not money for an assembly line…

Ok then – let’s see AGL’s plans for a smelter to make the SOLAR CELLS and which COAL mine are they going to source material off? Plus will AGL be importing the CHARCOAL which comes from chopping down OLD GROWTH FOREST out of Myanmar like the Chinese do?

Looking at how SOLAR CELLS are made, it’s very safe to say it won’t be happening in Australia anytime soon. So why do we tolerate such blatant propaganda from people like Albo, Turnbull, MCB?GREEN = big time money SCAMS that also inflicts damage on the environment.

  • SPI not open yet, but I’m guessing it will be down 40 points.
  • Bitcoin down 2.49% to $69,253
  • BHP in US up 1.2%
  • Newmont in US up 1.6%
  • RIO in London up 0.76%

Movements affecting our resource stocks today (USD)

  • Gold up 1% to $2261
  • Paper Silver up 0.7% to $25.09
  • Platinum down 1% to $911
  • Palladium down 1.7% to $1003
  • Copper up 1% to $4.05
  • Brent Crude up 0.62% to $87.54
  • Iron ore down 1.45% to $102

Japan down 1.4%, Hong Kong up 0.91%, China added 1.19%

Plug in Hybrids (PHEV) are the future as you don’t have to stress about finding a charger. Chery reckon they can get 2000 km in one go…..I think pure EVs are toast and anyone that buys one is going to feel like an absolute goose this time next year as the second hand market for them completely collapses…..Investing in PLATINUM & PALLADIUM is easily the best way to get exposure to PHEVs.

DOW down 240 points to 39,566

BONDS were whacked overnight sending interest rates higher while GOLD increased……I could get nicely accustomed to that kind of price action!

European markets SHUT for EASTER

This could possibly be one of the most ridiculous speeches ever made by a leader and at the time people actually believed it!….CLOWN WORLD


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July 9, 2024.
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